JPMorgan Chase
JPM
1,725 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, 718 increasing their positions, 721 reducing their positions, and 87 closing their positions.
29% more call options, than puts
Call options by funds: $2.51B | Put options by funds: $1.94B
15% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 87
7% more funds holding in top 10
Funds holding in top 10: 403 → 430 (+27)
4% more capital invested
Capital invested by funds: $164B → $171B (+$6.98B)
0.09% less ownership
Funds ownership: 74.46% → 74.37% (-0.09%)
0% less funds holding
Funds holding: 1,732 → 1,725 (-7)
0% less repeat investments, than reductions
Existing positions increased: 718 | Existing positions reduced: 721
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.37B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1B |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$317M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$313M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$545M |
| 2 |
Citigroup
New York
|
-$310M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$305M |
| 4 |
Goldman Sachs
New York
|
-$302M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$302M |
JPM Hedge Fund Activity: Q1 2014 in Review
1,725 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2014, worth a combined $171B — up 4.3% from $164B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new JPM positions and 87 closed out — a net gain of 13 holders — while 718 added to existing stakes and 721 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.37B. The largest seller was Institutional Capital, exiting entirely with an estimated $545M sold.
- 1,725 institutional investors held JPMorgan Chase (JPM) as of Q1 2014, down from 1,732 in Q4 2013.
- Funds reported $171B of JPMorgan Chase stock for Q1 2014, up 4.3% quarter-over-quarter.
- 100 funds opened new JPMorgan Chase positions in Q1 2014 and 87 closed out, a net change of +13 holders.
- The largest JPMorgan Chase buyer in Q1 2014 was Capital World Investors, an estimated $1.37B added.
- The largest JPMorgan Chase seller in Q1 2014 was Institutional Capital, an estimated $545M sold.
Based on aggregated 13F filings for Q1 2014.