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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 %
SIC
1126
Shoker Investment Counsel
Ohio
$1.74M +$17.9K +310 +1%
CFG
1127
CKW Financial Group
Hawaii
$1.74M – – –
HCA
1128
Horan Capital Advisors
Ohio
$1.74M +$70.6K +1,225 +4%
TIA
1129
Tiemann Investment Advisors
California
$1.73M -$38.9K -675 -2%
AH
1130
Allen Holding
New York
$1.73M – – –
AMIM
1131
Aull & Monroe Investment Management
Alabama
$1.73M +$18.3K +317 +1%
QI
1132
QV Investors
Alberta, Canada
$1.73M +$1.73M +29,950 New
MCM
1133
Monarch Capital Management
Indiana
$1.72M +$20.2K +350 +1%
LC
1134
Lilley & Co
Michigan
$1.72M +$23.4K +407 +1%
HC
1135
HHG & Company
Connecticut
$1.72M +$485K +8,413 +39%
SCA
1136
Salient Capital Advisors
Texas
$1.71M +$339K +5,877 +25%
SWM
1137
SVA Wealth Management
Wisconsin
$1.71M +$127K +2,200 +8%
BC
1138
Burney Company
Virginia
$1.7M -$129K -2,235 -7%
MIC
1139
MU Investments Company
Japan
$1.69M -$154K -2,680 -8%
HBT
1140
Hills Bank & Trust
Iowa
$1.68M +$85.2K +1,479 +5%
AAM
1141
Aureus Asset Management
Massachusetts
$1.67M -$247K -4,290 -13%
MCM
1142
Manchester Capital Management
Vermont
$1.67M +$470K +8,153 +39%
AssetMark Inc
1143
AssetMark Inc
California
$1.67M +$851K +14,763 +104%
IIM
1144
Ipswich Investment Management
Massachusetts
$1.65M +$152K +2,634 +10%
WPIC
1145
White Pine Investment Company
Michigan
$1.64M -$37.5K -650 -2%
WIL
1146
Winifred I. Li
$1.64M -$9.16K -159 -0.6%
CDH
1147
Charles D. Hyman
$1.64M – – –
GIA
1148
GHP Investment Advisors
Colorado
$1.63M -$67.2K -1,167 -4%
FBT
1149
First Bankers Trust
Kentucky
$1.63M +$8.07K +140 +0.5%
GIS
1150
Guardian Investor Services
New York
$1.62M -$47.2K -819 -3%
44 45
46
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