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JPMorgan Chase
JPM

Overview Fund Activity

1,693 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, 683 increasing their positions, 712 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+2
Holders Change %
+0.12%
% of All Funds
49.16%
Holding in Top 10
364
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+11.31%
% of All Funds
10.57%
New
73
Increased
683
Reduced
712
Closed
51
Calls
$3.3B
Puts
$2.39B
Net Calls
+$903M
Net Calls Change
+$780M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$564M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$399M
3
Citadel Advisors
Citadel Advisors
Florida
+$243M
4
BWA
Brave Warrior Advisors
New York
+$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$206M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.79B
2
Franklin Resources
Franklin Resources
California
-$378M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$361M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$317M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
1026
Moody National Bank Trust Division
Texas
$2.6M -$36.1K -599 -1%
CFS
1027
Community Financial System
New York
$2.58M +$263K +4,362 +11%
EWM
1028
Edge Wealth Management
New York
$2.57M +$590K +9,779 +30%
SAMT
1029
Select Asset Management & Trust
Pennsylvania
$2.56M -$1.36M -22,500 -35%
JFGIW
1030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.56M +$45.5K +755 +2%
TSWM
1031
Triangle Securities Wealth Management
North Carolina
$2.55M – – –
MFIMFI
1032
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.53M +$121K +2,003 +5%
AP
1033
AHL Partners
United Kingdom
$2.52M +$2.52M +41,837 New
WIC
1034
Woodmont Investment Counsel
Tennessee
$2.52M -$7.53K -125 -0.3%
AMM
1035
American Money Management
California
$2.51M +$3.07K +51 +0.1%
RAM
1036
Roanoke Asset Management
New Jersey
$2.5M -$189K -3,140 -7%
LNWWM
1037
Laird Norton Wetherby Wealth Management
California
$2.49M +$134K +2,231 +6%
OC
1038
Oakworth Capital
Alabama
$2.49M +$30.3K +510 +1%
FHC
1039
First Heartland Consultants
Missouri
$2.47M -$42.8K -711 -2%
WPP
1040
Whalerock Point Partners
Rhode Island
$2.46M +$25.6K +425 +1%
PIM
1041
Penobscot Investment Management
Massachusetts
$2.46M +$52.7K +875 +2%
PPSG
1042
Princeton Portfolio Strategies Group
New Jersey
$2.46M -$30K -498 -1%
DSC
1043
Duncker Streett & Co
Missouri
$2.45M +$6.69K +111 +0.3%
PTB
1044
Pioneer Trust Bank
Oregon
$2.45M +$18.1K +300 +0.7%
EGA
1045
E&G Advisors
Texas
$2.43M +$7.53K +125 +0.3%
AB
1046
AT Bancorp
Iowa
$2.42M -$87.1K -1,446 -3%
AC
1047
Alleghany Corporation
New York
$2.41M – – –
JC
1048
JBF Capital
Colorado
$2.41M – – –
BHB
1049
Bank Hapoalim BM
Israel
$2.41M +$1.11M +18,444 +86%
GVT
1050
Genesee Valley Trust
New York
$2.41M +$58.8K +977 +3%
40 41
42
43 44