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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 %
EWM
1101
Edge Wealth Management
New York
$1.89M +$950K +16,485 +101%
HIC
1102
Harvey Investment Company
Kentucky
$1.88M – – –
CBN
1103
Cadence Bank NA
Texas
$1.87M +$238K +4,127 +15%
CAM
1104
Chesapeake Asset Management
New York
$1.86M -$32K -555 -2%
RC
1105
RegentAtlantic Capital
New Jersey
$1.86M +$209K +3,626 +13%
WTIM
1106
Wilmington Trust Investment Management
Delaware
$1.86M -$238K -4,150 -11%
RC
1107
Roundview Capital
New Jersey
$1.85M +$213K +3,690 +13%
GWM
1108
Greenwich Wealth Management
Connecticut
$1.84M -$7.78K -135 -0.4%
GJIC
1109
Gamble Jones Investment Counsel
California
$1.83M -$4.96K -86 -0.3%
SCM
1110
Sterling Capital Management
North Carolina
$1.83M +$323K +5,615 +21%
CAM
1111
Centre Asset Management
New York
$1.82M -$33.4K -580 -2%
OCM
1112
One Capital Management
California
$1.82M -$1.56K -27 -0.1%
WOC
1113
West Oak Capital
California
$1.82M -$9.8K -170 -0.5%
CWM
1114
Confluence Wealth Management
Oregon
$1.82M +$121K +2,098 +7%
FMB
1115
Field & Main Bank
Kentucky
$1.8M – – –
BRWA
1116
B. Riley Wealth Advisors
Florida
$1.8M +$851K +28,379 +90%
FA
1117
FCG Advisors
New Jersey
$1.79M -$44.9K -784 -2%
SLG
1118
Stanley-Laman Group
Pennsylvania
$1.78M +$258K +4,476 +17%
IIM
1119
Intact Investment Management
Quebec, Canada
$1.77M +$190K +3,300 +12%
MC
1120
Middleton & Co
Massachusetts
$1.76M -$54.7K -950 -3%
LPT
1121
Legacy Private Trust
Wisconsin
$1.76M -$382K -6,635 -18%
CAM
1122
Congress Asset Management
Massachusetts
$1.76M +$81K +1,406 +5%
SIM
1123
SSI Investment Management
California
$1.76M -$120K -2,078 -6%
GD
1124
Grandfield & Dodd
New York
$1.75M -$134K -2,328 -7%
GF
1125
Gerstein Fisher
New York
$1.74M +$17.6K +305 +1%
43 44
45
46 47