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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 %
NPA
1151
Nichols & Pratt Advisers
Massachusetts
$1.62M -$143K -2,480 -8%
TWA
1152
TCI Wealth Advisors
Arizona
$1.62M -$9.39K -163 -0.6%
OA
1153
Outfitter Advisors
Virginia
$1.6M +$75.5K +1,310 +5%
BCM
1154
Boltwood Capital Management
California
$1.6M +$31.3K +543 +2%
Envestnet Asset Management
1155
Envestnet Asset Management
Illinois
$1.58M -$2.97M -51,470 -65%
BG
1156
Bahl & Gaynor
Ohio
$1.57M +$114K +1,976 +8%
CIC
1157
Carnegie Investment Counsel
Ohio
$1.57M +$22.2K +386 +1%
PWW
1158
Pettyjohn Wood & White
Virginia
$1.57M -$10.4K -180 -0.7%
MCM
1159
Maryland Capital Management
Maryland
$1.57M -$864 -15 -0.1%
ARMT
1160
Amica Retiree Medical Trust
Rhode Island
$1.56M – – –
FFC
1161
First Financial Corp
Indiana
$1.56M -$31.1K -540 -2%
NIP
1162
Nicholas Investment Partners
California
$1.54M – – –
TC
1163
Taylor Cottrill
New Hampshire
$1.54M – – –
UR
1164
USCA RIA
Texas
$1.53M +$104K +1,802 +7%
CIC
1165
Crawford Investment Counsel
Georgia
$1.53M -$27.4K -475 -2%
RCAG
1166
Rehmann Capital Advisory Group
Michigan
$1.53M +$8.87K +154 +0.6%
TCOT
1167
Trust Company of Toledo
Ohio
$1.52M -$13K -225 -0.8%
WIC
1168
Wilkins Investment Counsel
Massachusetts
$1.52M +$24.4K +424 +2%
MIH
1169
Madison Investment Holdings
Wisconsin
$1.51M -$4.03K -70 -0.3%
GIM
1170
Goelzer Investment Management
Indiana
$1.51M -$113K -1,960 -7%
CAM
1171
Columbia Asset Management
Michigan
$1.5M -$49.2K -854 -3%
LWM
1172
LBA Wealth Management
Florida
$1.5M -$22.8K -396 -1%
CWM
1173
Concert Wealth Management
California
$1.5M +$13.7K +251 +0.9%
MWP
1174
MYCIO Wealth Partners
Pennsylvania
$1.49M -$64.8K -1,125 -4%
ICAS
1175
Investors Capital Advisory Services
Massachusetts
$1.48M +$196K +3,405 +15%
45 46
47
48 49