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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 %
SI
1176
SII Investments
Wisconsin
$1.47M +$198K +3,427 +16%
HCA
1177
Harbour Capital Advisors
Virginia
$1.46M +$200K +3,473 +16%
MCM
1178
Moore Capital Management
New York
$1.46M -$275M -4,772,775 -99%
LCM
1179
Leonard Capital Management
Florida
$1.46M – – –
MHIM
1180
MacNealy Hoover Investment Management
Ohio
$1.46M -$11.5K -200 -0.8%
TNBTD
1181
Trustmark National Bank Trust Department
Mississippi
$1.46M -$95.5K -1,658 -6%
FAAM
1182
First Allied Asset Management
California
$1.45M +$133K +2,310 +10%
LOAMS
1183
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.45M +$1.45M +25,316 New
NCM
1184
Novare Capital Management
North Carolina
$1.45M -$263K -4,570 -15%
JIM
1185
Jupiter Investment Management
United Kingdom
$1.44M -$968K -16,798 -40%
FCFC
1186
First Commonwealth Financial Corp
Pennsylvania
$1.44M +$76.3K +1,324 +6%
BTCOSD
1187
Bankers Trust Company of South Dakota
Iowa
$1.43M – – –
DD
1188
Dominick & Dominick
New York
$1.42M +$12.3K +213 +0.9%
AIM
1189
Aspen Investment Management
Michigan
$1.42M -$28.2K -490 -2%
VanEck Associates
1190
VanEck Associates
New York
$1.42M -$108K -1,873 -7%
FIM
1191
Frontier Investment Management
Texas
$1.41M -$22.2K -386 -2%
ST
1192
Spot Trading
Illinois
$1.4M -$3.97M -68,963 -74%
LCM
1193
Logan Capital Management
Pennsylvania
$1.4M +$24.2K +420 +2%
PG
1194
PEAK6 Group
Illinois
$1.4M +$390K +6,766 +39%
MMG
1195
Monetary Management Group
Missouri
$1.4M -$2.46M -42,725 -64%
CCM
1196
Coe Capital Management
Illinois
$1.39M -$14.7K -255 -1%
BDF
1197
Balasa Dinverno & Foltz
$1.38M +$1.73K +30 +0.1%
SSWM
1198
Sheets Smith Wealth Management
North Carolina
$1.38M – – –
STB
1199
S&T Bank
Pennsylvania
$1.38M -$4.55K -79 -0.3%
ST
1200
Smithfield Trust
Pennsylvania
$1.37M -$749 -13 -0.1%
46 47
48
49 50