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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 %
NME
1251
Notis-McConarty Edward
$1.19M -$12.1K -200 -1%
LNC
1252
Lincoln National Corp
Pennsylvania
$1.19M +$88.2K +1,465 +8%
MM
1253
Midas Management
New York
$1.17M – – –
DMK
1254
David M. Knott
$1.17M – – –
VWM
1255
Valley Wealth Managers
New Jersey
$1.17M -$19K -316 -2%
HHGA
1256
Halbert Hargrove Global Advisors
California
$1.16M +$14K +232 +1%
HC
1257
Hendley & Co
Ohio
$1.16M +$72.6K +1,205 +7%
Verition Fund Management
1258
Verition Fund Management
Connecticut
$1.16M +$718K +11,921 +162%
NIP
1259
Nicholas Investment Partners
California
$1.16M -$445K -7,382 -28%
FBT
1260
Founders Bank & Trust
Michigan
$1.16M -$2.59K -43 -0.2%
NIM
1261
Northeast Investment Management
Massachusetts
$1.16M +$57.3K +952 +5%
CCMU
1262
Cheyne Capital Management (UK)
United Kingdom
$1.15M – – –
ID
1263
Integral Derivatives
New York
$1.14M +$641K +10,650 +128%
SEC
1264
Seven Eight Capital
New York
$1.14M +$813K +13,500 +250%
EFSCE
1265
Enterprise Financial Services Corp (EFSC)
Missouri
$1.13M -$34.1K -567 -3%
DAC
1266
Dividend Assets Capital
South Carolina
$1.11M +$273K +4,525 +32%
NDSI
1267
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M +$12.1K +200 +1%
CCM
1268
Condor Capital Management
New Jersey
$1.11M -$1.63K -27 -0.1%
MMG
1269
Monetary Management Group
Missouri
$1.11M -$351K -5,825 -24%
WAM
1270
Weatherly Asset Management
California
$1.11M -$3.91K -65 -0.4%
ACP
1271
Ashfield Capital Partners
California
$1.1M – – –
NAM
1272
NTV Asset Management
West Virginia
$1.09M +$21.7K +361 +2%
MBT
1273
Monroe Bank & Trust
Michigan
$1.09M -$118K -1,956 -10%
BFC
1274
Blue Fin Capital
Rhode Island
$1.09M -$30.1K -500 -3%
VCAM
1275
Van Cleef Asset Management
Ohio
$1.09M – – –
49 50
51
52 53