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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
Norges Bank
Norway
+$1.8B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$580M
3
DSA
Davis Selected Advisers
Arizona
+$280M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$242M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$544M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$412M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$340M
4
MCM
Moore Capital Management
New York
-$275M
5
TCIM
TIAA CREF Investment Management
New York
-$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
NME
1251
Notis-McConarty Edward
$1.15M -$576 -10 -0.1%
BC
1252
Banced Corp
Illinois
$1.15M -$138K -2,397 -11%
RCG
1253
Ruane, Cunniff & Goldfarb
New York
$1.14M +$28.5K +495 +3%
VWM
1254
Valley Wealth Managers
New Jersey
$1.13M +$144K +2,495 +15%
MM
1255
Midas Management
New York
$1.12M -$2.12M -36,800 -65%
EFSCE
1256
Enterprise Financial Services Corp (EFSC)
Missouri
$1.12M +$20.2K +350 +2%
DMK
1257
David M. Knott
$1.12M -$111K -1,920 -9%
FBT
1258
Founders Bank & Trust
Michigan
$1.11M +$2.19K +38 +0.2%
HHGA
1259
Halbert Hargrove Global Advisors
California
$1.1M -$33.6K -583 -3%
CCMU
1260
Cheyne Capital Management (UK)
United Kingdom
$1.09M – – –
AB
1261
Atlas Brown
Kentucky
$1.09M +$236K +4,103 +28%
PH
1262
Pinnacle Holdings
Oklahoma
$1.08M -$16.5K -286 -2%
BFC
1263
Blue Fin Capital
Rhode Island
$1.07M -$4.03K -70 -0.4%
CCM
1264
Condor Capital Management
New Jersey
$1.06M -$12K -208 -1%
WAM
1265
Weatherly Asset Management
California
$1.06M – – –
WA
1266
WealthTrust-Arizona
Arizona
$1.06M -$166K -2,885 -14%
GIA
1267
Granite Investment Advisors
New Hampshire
$1.06M -$34.6K -600 -3%
HCM
1268
Hollencrest Capital Management
California
$1.06M -$20.2K -351 -2%
LNC
1269
Lincoln National Corp
Pennsylvania
$1.05M +$137K +2,384 +15%
ACP
1270
Ashfield Capital Partners
California
$1.05M -$25.9K -449 -2%
NIM
1271
Northeast Investment Management
Massachusetts
$1.05M -$7.03K -122 -0.7%
NAM
1272
Needelman Asset Management
California
$1.05M – – –
HC
1273
Hendley & Co
Ohio
$1.04M +$1.04M +18,095 New
IPC
1274
Independent Portfolio Consultants
Florida
$1.04M +$153K +2,661 +17%
VCAM
1275
Van Cleef Asset Management
Ohio
$1.04M -$57K -990 -5%
49 50
51
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