JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

1,691 hedge funds and large institutions have $163B invested in JPMorgan Chase in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 687 increasing their positions, 745 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,691
Holders Change
-31
Holders Change %
-1.8%
% of All Funds
48.63%
Holding in Top 10
327
Holding in Top 10 Change
-103
Holding in Top 10 Change %
-23.95%
% of All Funds
9.4%
New
68
Increased
687
Reduced
745
Closed
89
Calls
$2.03B
Puts
$1.91B
Net Calls
+$123M
Net Calls Change
-$449M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$580M
3
DSA
Davis Selected Advisers
Arizona
+$280M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$544M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$340M
4
MCM
Moore Capital Management
New York
-$275M
5
TCIM
TIAA CREF Investment Management
New York
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
1051
Bessemer Securities
New York
$2.26M +$2.26M +39,250 New
LNWWM
1052
Laird Norton Wetherby Wealth Management
California
$2.26M -$101K -1,753 -4%
GVT
1053
Genesee Valley Trust
New York
$2.25M +$114K +1,979 +5%
CC
1054
Courier Capital
New York
$2.24M -$269K -4,668 -11%
CA
1055
Cetera Advisors
Colorado
$2.23M +$323K +5,580 +17%
CFS
1056
Community Financial System
New York
$2.21M +$9.05K +157 +0.4%
NL
1057
NWAM LLC
Washington
$2.21M +$110K +1,902 +5%
CCM
1058
CWH Capital Management
Washington
$2.18M -$2.03M -35,276 -48%
CS
1059
Cannell & Spears
New York
$2.17M +$256K +4,440 +13%
BCM
1060
Brown Capital Management
Maryland
$2.16M +$311K +5,390 +17%
FFA
1061
Fragasso Financial Advisors
Pennsylvania
$2.15M +$95.5K +1,657 +5%
CCM
1062
Coldstream Capital Management
Washington
$2.15M +$205K +3,553 +11%
BSB
1063
Bangor Savings Bank
Maine
$2.15M -$13.6K -236 -0.6%
WFM
1064
Wilmington Funds Management
Delaware
$2.15M -$2.59M -44,868 -55%
FAM
1065
Foothills Asset Management
Arizona
$2.14M – – –
KAM
1066
Kokusai Asset Management
Japan
$2.14M +$86.4K +1,500 +4%
IC
1067
Inverness Counsel
New York
$2.13M -$251K -4,350 -11%
VAM
1068
Visium Asset Management
New York
$2.13M -$469K -8,146 -18%
JGUA
1069
John G. Ullman & Associates
New York
$2.13M -$90.9K -1,577 -4%
CWP
1070
Capital Wealth Planning
Florida
$2.13M -$755K -13,100 -26%
AWP
1071
Ascent Wealth Partners
New York
$2.12M -$22.5K -390 -1%
BA
1072
Birinyi Associates
Connecticut
$2.1M -$251K -4,360 -11%
LOCC
1073
Lombard Odier & Cie (Canada)
Quebec, Canada
$2.1M +$560K +9,710 +36%
SCM
1074
SOL Capital Management
Maryland
$2.09M +$13.3K +231 +0.6%
FMWA
1075
Forvis Mazars Wealth Advisors
Missouri
$2.08M -$253K -4,394 -11%
41 42
43
44 45