JPM icon

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
1
AJO LP
Pennsylvania
$660M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
3
Citadel Advisors
Florida
$298M
4
BWA
4
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.84B
2
Franklin Resources
2
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Sculptor Capital
New York
$300M -$59.1M -981,449 -16%
Citadel Advisors
102
Citadel Advisors
Florida
$298M +$243M +4,028,880 +442%
HL
103
Harding Loevner
New Jersey
$287M -$3.24M -53,796 -1%
BJ
104
BlackRock Japan
Japan
$286M +$6.23M +103,364 +2%
Adage Capital Partners
105
Adage Capital Partners
Massachusetts
$275M -$16.2M -268,500 -6%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$270M -$613K -10,174 -0.2%
WT
107
Wellcome Trust
United Kingdom
$256M +$15.1M +250,000 +6%
Barclays
108
Barclays
United Kingdom
$249M +$18.7M +311,408 +8%
Canada Life
109
Canada Life
Manitoba, Canada
$248M -$1.01M -16,695 -0.4%
Calamos Advisors
110
Calamos Advisors
Illinois
$231M -$3.18M -52,742 -1%
WRF
111
Waddell & Reed Financial
Kansas
$228M +$1.04M +17,300 +0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
112
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$227M +$44.4M +737,600 +24%
SO
113
STRS Ohio
Ohio
$225M – – –
NFA
114
Nationwide Fund Advisors
Ohio
$222M -$4.38M -72,750 -2%
BWA
115
Brave Warrior Advisors
New York
$219M +$219M +3,641,450 New
DL
116
Delta Lloyd
Netherlands
$217M -$42.9K -178 -0%
LCS
117
Levin Capital Strategies
New York
$216M +$94.4M +1,567,501 +78%
EIG
118
EdgePoint Investment Group
Ontario, Canada
$215M -$2.14M -35,472 -1%
USAA
119
United Services Automobile Association
Texas
$212M +$2.6M +43,101 +1%
US Bancorp
120
US Bancorp
Minnesota
$209M -$852K -14,143 -0.4%
SCCM
121
Schafer Cullen Capital Management
New York
$208M -$5.02M -83,370 -2%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$207M -$2.63M -43,636 -1%
EAM
123
Eagle Asset Management
Florida
$205M +$13.6M +226,083 +7%
Citigroup
124
Citigroup
New York
$200M -$39.2M -650,776 -16%
Aristotle Capital Management
125
Aristotle Capital Management
California
$199M +$3.54M +58,686 +2%
3 4
5
6 7