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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 %
LIC
1226
Lodestar Investment Counsel
Illinois
$1.3M -$21.7K -360 -2%
WA
1227
Winfield Associates
Ohio
$1.3M -$24.6K -409 -2%
SLG
1228
Stanley-Laman Group
Pennsylvania
$1.3M -$558K -9,273 -30%
SIG
1229
Schaller Investment Group
North Carolina
$1.3M – – –
PH
1230
Pinnacle Holdings
Oklahoma
$1.3M +$166K +2,761 +15%
GLI
1231
Guardian Life Insurance
New York
$1.29M -$5.36K -89 -0.4%
BC
1232
Banced Corp
Illinois
$1.29M +$88.2K +1,463 +7%
WCM
1233
Wunderlich Capital Managemnt
Tennessee
$1.28M +$4.25K +71 +0.3%
Manulife (Manufacturers Life Insurance)
1234
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M -$15.3K -253,263 -1%
KC
1235
Kingfisher Capital
North Carolina
$1.27M -$8.13K -135 -0.6%
CCG
1236
Cypress Capital Group
Florida
$1.27M -$21.6K -358 -2%
CCA
1237
Checchi Capital Advisers
California
$1.27M +$297K +4,938 +31%
BOK
1238
Bank of Kentucky
Kentucky
$1.27M – – –
BMC
1239
Benin Management Corp
Connecticut
$1.25M -$42.2K -700 -3%
HSA
1240
HBK Sorce Advisory
Pennsylvania
$1.25M +$1.08K +18 +0.1%
LBC
1241
Lawrence B. Cohen
$1.24M -$37.7K -625 -3%
MCM
1242
Moore Capital Management
New York
$1.24M -$292K -4,841 -19%
PCA
1243
Peddock Capital Advisors
Massachusetts
$1.23M – – –
BOS
1244
Bank of Stockton
California
$1.22M +$3.91K +65 +0.3%
NSAM
1245
North Star Asset Management
Wisconsin
$1.22M -$15K -249 -1%
SOAMC
1246
Spirit of America Management Corp
New York
$1.22M – – –
WSC
1247
Wellington Shields & Co
New York
$1.21M – – –
WA
1248
WFG Advisors
Texas
$1.21M -$15.8K -263 -1%
WPC
1249
White Pine Capital
Minnesota
$1.2M -$3.01K -50 -0.2%
PFSC
1250
Peoples Financial Services Corp
Pennsylvania
$1.2M -$37.4K -620 -3%
48 49
50
51 52