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JPMorgan Chase
JPM

Overview Fund Activity

1,722 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 716 increasing their positions, 721 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
49.77%
Holding in Top 10
430
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+6.7%
% of All Funds
12.43%
New
100
Increased
716
Reduced
721
Closed
87
Calls
$2.51B
Puts
$1.94B
Net Calls
+$572M
Net Calls Change
+$1.08B

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
3
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
4
Dodge & Cox
California
$1.06B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$227M
3
Invesco
3
Invesco
Georgia
$2.28B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.42B
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ninety One (UK)
101
Ninety One (UK)
United Kingdom
$305M -$10.2M -167,515 -3%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$295M +$6.73M +110,800 +2%
BJ
103
BlackRock Japan
Japan
$295M -$18.7M -308,535 -6%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$295M -$12M -196,934 -4%
SONJCPFA
105
State of New Jersey Common Pension Fund A
New Jersey
$293M -$14.4M -237,000 -5%
IGIM
106
I.G. Investment Management
Manitoba, Canada
$292M -$58.4M -961,930 -17%
HL
107
Harding Loevner
New Jersey
$291M -$2.42M -39,784 -0.8%
MCM
108
Moore Capital Management
New York
$291M +$273M +4,489,250 +1,453%
CIP
109
Cornerstone Investment Partners
Georgia
$282M +$4.66M +76,802 +2%
Robeco Institutional Asset Management
110
Robeco Institutional Asset Management
Netherlands
$271M +$8.43M +138,912 +3%
Calamos Advisors
111
Calamos Advisors
Illinois
$256M -$3.46M -57,064 -1%
Barclays
112
Barclays
United Kingdom
$255M -$26.8M -446,235 -9%
NIMC
113
NWQ Investment Management Company
California
$254M -$12.9M -212,949 -5%
RL
114
Ruffer LLP
United Kingdom
$248M +$2.26M +37,293 +0.9%
WT
115
Wellcome Trust
United Kingdom
$243M +$12.1M +200,000 +5%
SO
116
STRS Ohio
Ohio
$238M -$3.98M -65,500 -2%
NFA
117
Nationwide Fund Advisors
Ohio
$231M +$20.2M +332,050 +10%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$227M -$113M -2,012,720 -33%
Citigroup
119
Citigroup
New York
$227M -$326M -5,364,754 -59%
Loomis, Sayles & Company
120
Loomis, Sayles & Company
Massachusetts
$222M +$1.58M +26,057 +0.7%
OTPPB
121
Ontario Teachers' Pension Plan Board
Ontario, Canada
$220M +$72.7M +1,197,055 +49%
PAM
122
Panagora Asset Management
Massachusetts
$218M -$14.1M -231,977 -6%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$217M -$25M -412,105 -10%
EIG
124
EdgePoint Investment Group
Ontario, Canada
$217M +$4.14M +68,247 +2%
USAA
125
United Services Automobile Association
Texas
$217M +$12.7M +208,715 +6%
3 4
5
6 7