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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 %
FIM
1201
Frontier Investment Management
Texas
$1.43M +$6.37K +110 +0.4%
CS
1202
Credential Securities
$1.42M +$68.5K +1,136 +5%
FCCM
1203
First City Capital Management
Georgia
$1.41M -$18.1K -300 -1%
WIL
1204
Winifred I. Li
$1.41M -$303K -5,035 -18%
STB
1205
S&T Bank
Pennsylvania
$1.41M -$30.1K -500 -2%
HDIM
1206
Hanson & Doremus Investment Management
Vermont
$1.41M -$236 -4 -0%
AWM
1207
Altavista Wealth Management
North Carolina
$1.41M +$576K +9,560 +69%
WSTAM
1208
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M +$42.8K +710 +3%
IAS
1209
INR Advisory Services
Pennsylvania
$1.39M – – –
JIC
1210
Joel Isaacson & Co
New York
$1.39M +$27.2K +451 +2%
NCM
1211
Novare Capital Management
North Carolina
$1.39M -$129K -2,149 -9%
IAS
1212
IMA Advisory Services
Colorado
$1.37M -$12.7K -210 -0.9%
ATC
1213
Adirondack Trust Company
New York
$1.37M +$33.4K +555 +2%
CPIM
1214
Columbia Partners Investment Management
Virginia
$1.36M +$1.36M +22,653 New
CPA
1215
Court Place Advisors
Maryland
$1.36M +$3.01K +50 +0.2%
MAM
1216
Majedie Asset Management
United Kingdom
$1.36M +$733K +12,171 +117%
AC
1217
Andromeda Capital
New York
$1.36M +$1.36M +22,500 New
WC
1218
Whitney & Co
New York
$1.33M +$13.6K +225 +1%
ST
1219
Smithfield Trust
Pennsylvania
$1.33M -$107K -1,780 -7%
MVA
1220
Mount Vernon Associates
Maryland
$1.33M +$30.1K +500 +2%
AAM
1221
Aureus Asset Management
Massachusetts
$1.31M -$437K -7,250 -25%
WP
1222
WMS Partners
Maryland
$1.31M +$64.3K +1,068 +5%
HCM
1223
Hollencrest Capital Management
California
$1.31M +$207K +3,437 +19%
GCM
1224
Geneva Capital Management
Wisconsin
$1.31M +$29.9K +497 +2%
MGIA
1225
Moneta Group Investment Advisors
Missouri
$1.3M +$39.2K +651 +3%
47 48
49
50 51