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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 %
OIA
1051
Optimum Investment Advisors
Illinois
$2.4M -$1.39K -23 -0.1%
SI
1052
SII Investments
Wisconsin
$2.4M +$877K +14,538 +57%
AssetMark Inc
1053
AssetMark Inc
California
$2.4M +$655K +10,880 +38%
ACP
1054
Aviance Capital Partners
Florida
$2.4M -$325K -5,388 -12%
BCM
1055
Birmingham Capital Management
Alabama
$2.4M +$10.5K +175 +0.4%
TBNY
1056
Trustco Bank (New York)
New York
$2.4M +$28K +464 +1%
BMCMI
1057
Bryn Mawr Capital Management Inc
Pennsylvania
$2.39M +$2.39M +39,696 New
DVM
1058
Dreman Value Management
Florida
$2.38M +$2.11K +35 +0.1%
BS
1059
Bessemer Securities
New York
$2.36M – – –
CS
1060
Cannell & Spears
New York
$2.35M +$77.5K +1,287 +3%
CC
1061
Courier Capital
New York
$2.33M -$3.43K -57 -0.1%
MFS
1062
MSI Financial Services
Massachusetts
$2.33M +$270K +4,482 +13%
CCM
1063
CWH Capital Management
Washington
$2.33M +$42.9K +712 +2%
CCM
1064
Coldstream Capital Management
Washington
$2.31M +$60.2K +999 +3%
FFA
1065
Fragasso Financial Advisors
Pennsylvania
$2.3M +$50.1K +831 +2%
TWM
1066
Torch Wealth Management
Ohio
$2.3M -$123K -2,048 -5%
TWI
1067
Thomas White International
Illinois
$2.28M -$207K -3,433 -8%
BSB
1068
Bangor Savings Bank
Maine
$2.24M +$120 +2 +0%
FMWA
1069
Forvis Mazars Wealth Advisors
Missouri
$2.24M +$57.2K +950 +3%
DWT
1070
Dorsey & Whitney Trust
South Dakota
$2.23M -$259K -4,308 -10%
AWP
1071
Ascent Wealth Partners
New York
$2.22M +$3.31K +55 +0.1%
GIA
1072
Guyasuta Investment Advisors
Pennsylvania
$2.21M -$264K -4,390 -11%
LMAM
1073
Legg Mason Asset Management
Japan
$2.19M -$259K -4,300 -11%
HCS
1074
Harvest Capital Strategies
California
$2.19M -$542K -9,000 -20%
BCM
1075
Brown Capital Management
Maryland
$2.18M -$76.5K -1,270 -3%
41 42
43
44 45