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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 %
TCOT
1151
Trust Company of Toledo
Ohio
$1.69M +$95.8K +1,591 +6%
OA
1152
Outfitter Advisors
Virginia
$1.68M +$4.52K +75 +0.3%
SIC
1153
Shoker Investment Counsel
Ohio
$1.68M -$142K -2,361 -8%
NPA
1154
Nichols & Pratt Advisers
Massachusetts
$1.66M -$31K -515 -2%
WPIC
1155
White Pine Investment Company
Michigan
$1.66M -$60.2K -1,000 -4%
CIC
1156
Crawford Investment Counsel
Georgia
$1.65M +$51.6K +857 +3%
CWM
1157
Concert Wealth Management
California
$1.65M -$11.1K -184 -0.7%
HPCM
1158
High Pointe Capital Management
Illinois
$1.65M +$804K +13,341 +95%
MCM
1159
Maryland Capital Management
Maryland
$1.64M +$422 +7 +0%
FFC
1160
First Financial Corp
Indiana
$1.64M +$10.5K +175 +0.6%
ARMT
1161
Amica Retiree Medical Trust
Rhode Island
$1.64M – – –
LPT
1162
Legacy Private Trust
Wisconsin
$1.63M -$214K -3,550 -12%
RCAG
1163
Rehmann Capital Advisory Group
Michigan
$1.62M +$21K +348 +1%
VanEck Associates
1164
VanEck Associates
New York
$1.62M +$140K +2,327 +9%
PWW
1165
Pettyjohn Wood & White
Virginia
$1.62M -$19.6K -325 -1%
MCM
1166
Monarch Capital Management
Indiana
$1.61M -$187K -3,100 -10%
LWM
1167
LBA Wealth Management
Florida
$1.61M +$40K +664 +3%
GIS
1168
Guardian Investor Services
New York
$1.61M -$89.6K -1,488 -5%
HCA
1169
Harbour Capital Advisors
Virginia
$1.61M +$75K +1,245 +5%
CIA
1170
CCM Investment Advisers
South Carolina
$1.6M -$1.42M -23,553 -47%
ICOA
1171
Investment Centers of America
North Dakota
$1.6M +$783K +13,041 +96%
IPC
1172
Independent Portfolio Consultants
Florida
$1.59M +$502K +8,328 +46%
GF
1173
Gerstein Fisher
New York
$1.59M -$235K -3,903 -13%
MIH
1174
Madison Investment Holdings
Wisconsin
$1.58M -$6.14K -102 -0.4%
EWM
1175
Elite Wealth Management
Washington
$1.58M +$341K +5,660 +28%
45 46
47
48 49