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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 %
QT
1126
Quantbot Technologies
New York
$1.86M -$221K -3,674 -11%
QI
1127
QV Investors
Alberta, Canada
$1.86M +$50.6K +840 +3%
GD
1128
Grandfield & Dodd
New York
$1.85M +$22.2K +369 +1%
FAAM
1129
First Allied Asset Management
California
$1.85M +$336K +5,585 +22%
MC
1130
Middleton & Co
Massachusetts
$1.83M -$10.2K -170 -0.6%
OCM
1131
One Capital Management
California
$1.83M -$72.3K -1,200 -4%
CFG
1132
CKW Financial Group
Hawaii
$1.83M +$12K +199 +0.7%
SFU
1133
Stonehage Fleming (UK)
United Kingdom
$1.82M +$1.29M +21,480 +248%
TIA
1134
Tiemann Investment Advisors
California
$1.81M – – –
AH
1135
Allen Holding
New York
$1.81M – – –
SIM
1136
SSI Investment Management
California
$1.79M -$45.2K -750 -2%
BRWA
1137
B. Riley Wealth Advisors
Florida
$1.78M -$1.83M -30,340 -51%
BJL
1138
Brighton Jones LLC
Washington
$1.76M +$425K +7,064 +32%
UR
1139
USCA RIA
Texas
$1.76M +$159K +2,646 +10%
CWM
1140
Confluence Wealth Management
Oregon
$1.75M -$146K -2,418 -8%
HC
1141
HHG & Company
Connecticut
$1.74M -$51.1K -848 -3%
IA
1142
Icon Advisers
Colorado
$1.74M +$1.35M +22,400 +345%
BG
1143
Bahl & Gaynor
Ohio
$1.74M +$95.6K +1,587 +6%
BCM
1144
Boltwood Capital Management
California
$1.73M +$63.5K +1,054 +4%
GJIC
1145
Gamble Jones Investment Counsel
California
$1.73M -$186K -3,089 -10%
FBT
1146
First Bankers Trust
Kentucky
$1.72M +$10.7K +177 +0.6%
CDH
1147
Charles D. Hyman
$1.71M – – –
BAM
1148
Burnham Asset Management
New York
$1.7M -$803K -13,330 -32%
GIA
1149
GHP Investment Advisors
Colorado
$1.7M -$12.2K -203 -0.7%
TWA
1150
TCI Wealth Advisors
Arizona
$1.7M +$6.21K +103 +0.4%
44 45
46
47 48