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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 %
BA
1076
Birinyi Associates
Connecticut
$2.17M -$30.1K -500 -1%
EMR
1077
Errol M. Rudman
$2.17M – – –
CNC
1078
Citizens & Northern Corp
Pennsylvania
$2.17M +$104K +1,729 +5%
DBIA
1079
Dumont & Blake Investment Advisors
New Jersey
$2.17M -$6.02K -100 -0.3%
PTC
1080
Private Trust Company
Ohio
$2.16M -$243K -4,037 -10%
BAS
1081
Brown Advisory Securities
Maryland
$2.16M +$124K +2,065 +6%
FAM
1082
Foothills Asset Management
Arizona
$2.15M -$81.2K -1,349 -4%
SCM
1083
SOL Capital Management
Maryland
$2.15M -$36K -598 -2%
SIMM
1084
Stillwater Investment Management (Minnesota)
Minnesota
$2.13M +$16.8K +279 +0.8%
LOCC
1085
Lombard Odier & Cie (Canada)
Quebec, Canada
$2.12M -$72.4K -1,202 -3%
BA
1086
Broadview Advisors
Wisconsin
$2.12M -$27.1K -450 -1%
JGUA
1087
John G. Ullman & Associates
New York
$2.1M -$126K -2,100 -6%
IC
1088
Inverness Counsel
New York
$2.1M -$133K -2,214 -6%
SCI
1089
S&CO Inc
Massachusetts
$2.09M +$29.5K +490 +1%
AC
1090
Addison Capital
Pennsylvania
$2.09M +$80.3K +1,333 +4%
VFS
1091
VSR Financial Services
Kansas
$2.09M -$481K -7,980 -19%
WIS
1092
Wright Investors Service
Connecticut
$2.09M +$6.51K +108 +0.3%
KAM
1093
Kokusai Asset Management
Japan
$2.07M -$163K -2,700 -7%
EHWM
1094
Eads & Heald Wealth Management
Georgia
$2.07M -$86K -1,428 -4%
ANBTV
1095
American National Bank & Trust (Virginia)
Virginia
$2.06M +$758K +12,580 +58%
PHS
1096
Pekin Hardy Strauss
Illinois
$2.04M +$31.7K +527 +2%
CAM
1097
Congress Asset Management
Massachusetts
$2.04M +$195K +3,231 +11%
TRCT
1098
Tower Research Capital (TRC)
New York
$2.04M +$1.83M +30,314 +877%
WS
1099
Wedbush Securities
California
$2.02M -$140K -2,326 -6%
IIM
1100
Intact Investment Management
Quebec, Canada
$2.02M +$169K +2,800 +9%
42 43
44
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