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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 %
FCCM
1201
First City Capital Management
Georgia
$1.37M -$39.3K -682 -3%
FBB
1202
Fulton Breakefield Broenniman
Maryland
$1.37M +$7.84K +136 +0.6%
PRCM
1203
Pine River Capital Management
Minnesota
$1.36M +$1.36M +23,655 New
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$1.35M +$46.2K +819 +4%
PP
1205
Paloma Partners
Connecticut
$1.35M +$455K +7,900 +51%
PIP
1206
Palisades Investment Partners
California
$1.33M -$916K -15,900 -41%
IAS
1207
INR Advisory Services
Pennsylvania
$1.33M – – –
MHI
1208
Miller Howard Investments
New York
$1.33M -$58 -1 -0%
IAS
1209
IMA Advisory Services
Colorado
$1.33M -$30.5K -530 -2%
EA
1210
Emerald Advisers
Pennsylvania
$1.32M -$37.1K -644 -3%
JIC
1211
Joel Isaacson & Co
New York
$1.31M +$27.3K +474 +2%
CPA
1212
Court Place Advisors
Maryland
$1.3M +$63.4K +1,100 +5%
WSTAM
1213
Wilbanks Smith & Thomas Asset Management
Virginia
$1.3M -$11.4K -198 -0.9%
CS
1214
Credential Securities
$1.29M +$108K +1,873 +9%
ATC
1215
Adirondack Trust Company
New York
$1.28M +$25.1K +435 +2%
BJL
1216
Brighton Jones LLC
Washington
$1.28M -$24.6K -427 -2%
JRP
1217
Jasper Ridge Partners
California
$1.28M – – –
WA
1218
Winfield Associates
Ohio
$1.27M -$36.9K -641 -3%
LIC
1219
Lodestar Investment Counsel
Illinois
$1.27M -$11.5K -200 -0.9%
IP
1220
Interval Partners
New York
$1.27M +$1.27M +21,969 New
WC
1221
Whitney & Co
New York
$1.26M +$239K +4,150 +23%
NAMA
1222
Nikko Asset Management Americas
New York
$1.26M – – –
ANBTV
1223
American National Bank & Trust (Virginia)
Virginia
$1.25M +$664K +11,518 +114%
MVA
1224
Mount Vernon Associates
Maryland
$1.24M -$2.88K -50 -0.2%
BHB
1225
Bank Hapoalim BM
Israel
$1.24M +$423K +7,342 +52%
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