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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 %
T
1101
Thomaspartners
Massachusetts
$2.02M +$1.56M +25,952 +344%
MNA
1102
Manning & Napier Advisors
New York
$2.02M +$2.02M +33,530 New
HCA
1103
Horan Capital Advisors
Ohio
$2.02M +$202K +3,345 +11%
CL
1104
CSS LLC
Illinois
$2.02M -$151K -2,500 -7%
PMG
1105
ProVise Management Group
Florida
$2M -$126K -2,100 -6%
PAI
1106
Pittenger & Anderson Inc
Nebraska
$2M – – –
RBC
1107
Ronald Blue & Co
Georgia
$2M -$17.7K -293 -0.9%
PWS
1108
Peloton Wealth Strategists
Indiana
$1.99M -$536K -8,900 -21%
MC
1109
Miles Capital
Iowa
$1.97M -$16.4K -272 -0.8%
HIC
1110
Harvey Investment Company
Kentucky
$1.97M – – –
CBN
1111
Cadence Bank NA
Texas
$1.95M -$4.94K -82 -0.3%
CAM
1112
Chesapeake Asset Management
New York
$1.94M – – –
RC
1113
Roundview Capital
New Jersey
$1.93M – – –
GWM
1114
Greenwich Wealth Management
Connecticut
$1.91M -$10.6K -176 -0.6%
SFSIG
1115
San Francisco Sentry Investment Group
California
$1.91M -$163K -2,699 -8%
BSWMG
1116
Barrington Strategic Wealth Management Group
Illinois
$1.91M -$96.1K -1,596 -5%
RC
1117
RegentAtlantic Capital
New Jersey
$1.9M -$46K -764 -2%
HBT
1118
Hills Bank & Trust
Iowa
$1.9M +$135K +2,244 +8%
WOC
1119
West Oak Capital
California
$1.89M -$9.94K -165 -0.5%
AMIM
1120
Aull & Monroe Investment Management
Alabama
$1.88M +$79.3K +1,317 +4%
FA
1121
FCG Advisors
New Jersey
$1.88M +$234K +4,437 +14%
CWP
1122
Capital Wealth Planning
Florida
$1.88M -$346K -5,738 -16%
FMB
1123
Field & Main Bank
Kentucky
$1.88M -$3.92K -65 -0.2%
IB
1124
Intrust Bank
Kansas
$1.87M -$684K -11,358 -27%
SWM
1125
SVA Wealth Management
Wisconsin
$1.87M +$83.3K +1,383 +5%
43 44
45
46 47