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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 %
DBIA
1076
Dumont & Blake Investment Advisors
New Jersey
$2.08M -$7.2K -125 -0.3%
CL
1077
CSS LLC
Illinois
$2.07M +$144K +2,500 +7%
EMR
1078
Errol M. Rudman
$2.07M -$2.12M -36,800 -51%
WS
1079
Wedbush Securities
California
$2.07M +$85.6K +1,486 +4%
EHWM
1080
Eads & Heald Wealth Management
Georgia
$2.06M -$164K -2,851 -7%
BA
1081
Broadview Advisors
Wisconsin
$2.05M +$818K +14,200 +66%
PMG
1082
ProVise Management Group
Florida
$2.04M +$20.2K +350 +1%
SIMM
1083
Stillwater Investment Management (Minnesota)
Minnesota
$2.03M -$3.69K -64 -0.2%
LPC
1084
Loeb Partners Corp
New York
$2.02M – – –
WIS
1085
Wright Investors Service
Connecticut
$1.99M -$412K -7,158 -17%
QT
1086
Quantbot Technologies
New York
$1.99M +$1.09M +18,868 +120%
SFSIG
1087
San Francisco Sentry Investment Group
California
$1.99M -$35.3K -612 -2%
SCI
1088
S&CO Inc
Massachusetts
$1.97M – – –
CNC
1089
Citizens & Northern Corp
Pennsylvania
$1.97M +$1.08M +18,728 +121%
HCC
1090
Hirtle Callaghan & Co
Pennsylvania
$1.97M – – –
MFS
1091
MSI Financial Services
Massachusetts
$1.97M -$54.9K -953 -3%
WWM
1092
Willingdon Wealth Management
North Carolina
$1.95M +$28.9K +501 +2%
BAS
1093
Brown Advisory Securities
Maryland
$1.95M +$257K +4,460 +15%
RBC
1094
Ronald Blue & Co
Georgia
$1.93M +$31.1K +540 +2%
AC
1095
Addison Capital
Pennsylvania
$1.92M +$23K +400 +1%
RSS
1096
Rosenblum Silverman Sutton
California
$1.92M -$109K -1,900 -5%
BSWMG
1097
Barrington Strategic Wealth Management Group
Illinois
$1.92M -$42.5K -738 -2%
PHS
1098
Pekin Hardy Strauss
Illinois
$1.92M +$58 +1 +0%
PAI
1099
Pittenger & Anderson Inc
Nebraska
$1.91M +$1.91M +33,185 New
MC
1100
Miles Capital
Iowa
$1.9M -$30.5K -529 -2%
42 43
44
45 46