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JPMorgan Chase
JPM

1,696 hedge funds and large institutions have $167B invested in JPMorgan Chase in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 685 increasing their positions, 713 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 51

38% more call options, than puts

Call options by funds: $3.3B | Put options by funds: $2.39B

11% more funds holding in top 10

Funds holding in top 10: 327 → 364 (+37)

2% more capital invested

Capital invested by funds: $163B → $167B (+$3.94B)

0% more funds holding

Funds holding: 1,694 → 1,696 (+2)

0.15% less ownership

Funds ownership: 74.29% → 74.14% (-0.15%)

4% less repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 713

Holders
1,696
Holders Change
+2
Holders Change %
+0.12%
% of All Funds
49.19%
Holding in Top 10
364
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+11.31%
% of All Funds
10.56%
New
73
Increased
685
Reduced
713
Closed
51
Calls
$3.3B
Puts
$2.39B
Net Calls
+$903M
Net Calls Change
+$780M

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$548M
2
JP Morgan Chase
JP Morgan Chase
New York
+$387M
3
Citadel Advisors
Citadel Advisors
Florida
+$236M
4
BWA
Brave Warrior Advisors
New York
+$213M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$200M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$1.74B
2
Franklin Resources
Franklin Resources
California
-$367M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$350M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$200M
Name Holding Trade Value Shares
Change 		Change in
Stake
11A
1026
10-15 Associates
New York
$2.6M -$12.3K -210 -0.5%
CAL
1027
Capital Analysts LLC
Pennsylvania
$2.6M +$2.14M +36,643 +564%
MNBTD
1028
Moody National Bank Trust Division
Texas
$2.6M -$35K -599 -1%
CFS
1029
Community Financial System
New York
$2.58M +$255K +4,362 +11%
EWM
1030
Edge Wealth Management
New York
$2.57M +$572K +9,779 +30%
SAMT
1031
Select Asset Management & Trust
Pennsylvania
$2.56M -$1.32M -22,500 -35%
JFGIW
1032
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.56M +$44.1K +755 +2%
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$2.55M – – –
MFIMFI
1034
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.53M +$117K +2,003 +5%
AP
1035
AHL Partners
United Kingdom
$2.52M +$2.45M +41,837 New
WIC
1036
Woodmont Investment Counsel
Tennessee
$2.52M -$7.31K -125 -0.3%
AMM
1037
American Money Management
California
$2.51M +$2.98K +51 +0.1%
RAM
1038
Roanoke Asset Management
New Jersey
$2.5M -$184K -3,140 -7%
LNWWM
1039
Laird Norton Wetherby Wealth Management
California
$2.49M +$130K +2,231 +6%
OC
1040
Oakworth Capital
Alabama
$2.49M +$29.8K +510 +1%
FHC
1041
First Heartland Consultants
Missouri
$2.46M -$41.6K -711 -2%
WPP
1042
Whalerock Point Partners
Rhode Island
$2.46M +$24.8K +425 +1%
PIM
1043
Penobscot Investment Management
Massachusetts
$2.46M +$51.1K +875 +2%
PPSG
1044
Princeton Portfolio Strategies Group
New Jersey
$2.46M -$29.1K -498 -1%
DSC
1045
Duncker Streett & Co
Missouri
$2.45M +$6.49K +111 +0.3%
PTB
1046
Pioneer Trust Bank
Oregon
$2.45M +$17.5K +300 +0.7%
EGA
1047
E&G Advisors
Texas
$2.43M +$7.31K +125 +0.3%
AB
1048
AT Bancorp
Iowa
$2.42M -$84.5K -1,446 -3%
AC
1049
Alleghany Corporation
New York
$2.41M – – –
JC
1050
JBF Capital
Colorado
$2.41M – – –
40 41
42
43 44

JPM Hedge Fund Activity: Q3 2014 in Review

1,696 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2014, worth a combined $167B — up 2.4% from $163B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPM positions and 51 closed out — a net gain of 22 holders — while 685 added to existing stakes and 713 trimmed.

The largest buyer was AJO LP, adding an estimated $548M. The largest seller was Norges Bank, cutting an estimated $1.74B.

  • 1,696 institutional investors held JPMorgan Chase (JPM) as of Q3 2014, up from 1,694 in Q2 2014.
  • Funds reported $167B of JPMorgan Chase stock for Q3 2014, up 2.4% quarter-over-quarter.
  • 73 funds opened new JPMorgan Chase positions in Q3 2014 and 51 closed out, a net change of +22 holders.
  • The largest JPMorgan Chase buyer in Q3 2014 was AJO LP, an estimated $548M added.
  • The largest JPMorgan Chase seller in Q3 2014 was Norges Bank, an estimated $1.74B sold.

Based on aggregated 13F filings for Q3 2014.