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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
1
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
3
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
MCM
4
Moore Capital Management
New York
$1.46M
5
TCIM
5
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$278M -$76.7M -1,330,500 -22%
HL
102
Harding Loevner
New Jersey
$277M +$852K +14,781 +0.3%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$273M +$273M +4,738,000 New
TD Asset Management
104
TD Asset Management
Ontario, Canada
$273M -$6.93M -120,302 -2%
BJ
105
BlackRock Japan
Japan
$267M -$12.9M -223,909 -5%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$259M -$113M -1,961,354 -30%
RL
107
Ruffer LLP
United Kingdom
$238M +$3.48M +60,605 +1%
Canada Life
108
Canada Life
Manitoba, Canada
$237M +$33M +574,359 +16%
WT
109
Wellcome Trust
United Kingdom
$230M – – –
Citigroup
110
Citigroup
New York
$229M +$14M +242,245 +6%
Calamos Advisors
111
Calamos Advisors
Illinois
$224M -$19.2M -332,426 -8%
Barclays
112
Barclays
United Kingdom
$219M -$23.3M -408,131 -10%
WRF
113
Waddell & Reed Financial
Kansas
$217M +$14.5M +251,900 +7%
NFA
114
Nationwide Fund Advisors
Ohio
$216M -$3.25M -56,393 -1%
SO
115
STRS Ohio
Ohio
$216M -$10.1M -175,572 -4%
EIG
116
EdgePoint Investment Group
Ontario, Canada
$208M +$1.8M +31,157 +0.9%
SCCM
117
Schafer Cullen Capital Management
New York
$204M +$65.9M +1,143,418 +48%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$201M +$89.1M +1,546,641 +79%
US Bancorp
119
US Bancorp
Minnesota
$201M +$136K +2,364 +0.1%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$200M -$376K -6,520 -0.2%
USAA
121
United Services Automobile Association
Texas
$200M -$5.36M -93,074 -3%
NIMC
122
NWQ Investment Management Company
California
$199M -$41.7M -723,791 -17%
WHG
123
Westwood Holdings Group
Texas
$192M +$6.11M +106,031 +3%
Loomis, Sayles & Company
124
Loomis, Sayles & Company
Massachusetts
$191M -$19.8M -343,090 -9%
AAM
125
Aberdeen Asset Management
United Kingdom
$190M +$167M +2,896,496 +734%
3 4
5
6 7