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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 %
GIM
1176
Goelzer Investment Management
Indiana
$1.58M -$1.51K -25 -0.1%
CAM
1177
Columbia Asset Management
Michigan
$1.57M – – –
IIM
1178
Ipswich Investment Management
Massachusetts
$1.56M -$165K -2,734 -10%
TC
1179
Taylor Cottrill
New Hampshire
$1.56M -$49K -814 -3%
MIC
1180
MU Investments Company
Japan
$1.55M -$215K -3,560 -12%
CCM
1181
Coe Capital Management
Illinois
$1.54M +$88.5K +1,470 +6%
BC
1182
Burney Company
Virginia
$1.54M -$234K -3,878 -13%
GCA
1183
Gideon Capital Advisors
New York
$1.54M +$1.54M +25,539 New
TNBTD
1184
Trustmark National Bank Trust Department
Mississippi
$1.53M +$11.4K +189 +0.7%
FCFC
1185
First Commonwealth Financial Corp
Pennsylvania
$1.53M +$22.1K +367 +1%
WIC
1186
Wilkins Investment Counsel
Massachusetts
$1.53M -$62.3K -1,035 -4%
IMAS
1187
ID Management A/S
Denmark
$1.53M +$1.53M +25,379 New
LCM
1188
Leonard Capital Management
Florida
$1.53M – – –
NFG
1189
Next Financial Group
Texas
$1.53M +$1.51M +25,027 +8,812%
MWP
1190
MYCIO Wealth Partners
Pennsylvania
$1.52M -$30.1K -500 -2%
ICAS
1191
Investors Capital Advisory Services
Massachusetts
$1.52M -$30.3K -503 -2%
MHIM
1192
MacNealy Hoover Investment Management
Ohio
$1.51M -$15.1K -250 -1%
GA
1193
GFS Advisors
Texas
$1.51M -$3.43M -56,988 -70%
DD
1194
Dominick & Dominick
New York
$1.5M +$17.8K +296 +1%
BDF
1195
Balasa Dinverno & Foltz
$1.5M +$51.5K +855 +4%
LCM
1196
Logan Capital Management
Pennsylvania
$1.48M +$15.1K +250 +1%
MCM
1197
Manchester Capital Management
Vermont
$1.48M -$271K -4,493 -15%
RSS
1198
Rosenblum Silverman Sutton
California
$1.47M -$538K -8,933 -27%
SSWM
1199
Sheets Smith Wealth Management
North Carolina
$1.45M – – –
FBB
1200
Fulton Breakefield Broenniman
Maryland
$1.44M +$6.39K +106 +0.4%
46 47
48
49 50