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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 %
NAM
1276
NTV Asset Management
West Virginia
$1.02M +$17.5K +303 +2%
WSCM
1277
Wellington Shields Capital Management
New York
$1.02M -$34.5K -598 -3%
MCC
1278
Malaga Cove Capital
California
$1.02M +$445K +7,711 +77%
GHAM
1279
Gilman Hill Asset Management
Connecticut
$1.01M +$48K +833 +5%
ANB
1280
Amarillo National Bank
Texas
$1.01M -$21.3K -370 -2%
CHC
1281
City Holding Co
West Virginia
$1M +$104K +1,800 +12%
PP
1282
PDT Partners
New York
$1M -$11.8M -204,526 -92%
BTNA
1283
Bremer Trust National Association
Minnesota
$994K -$96.6K -1,675 -9%
GP
1284
Girard Partners
Pennsylvania
$989K -$17.1K -296 -2%
SC
1285
Savant Capital
Illinois
$976K -$34.8K -604 -3%
CCM
1286
CrestPoint Capital Management
Missouri
$974K -$259K -4,500 -21%
MWP
1287
Moller Wealth Partners
$966K -$886K -15,376 -48%
PFBT
1288
Parkside Financial Bank & Trust
Missouri
$965K +$22.8K +396 +2%
PVWM
1289
Point View Wealth Management
New Jersey
$965K +$35.4K +615 +4%
OIM
1290
Orca Investment Management
Oregon
$962K +$139K +2,409 +17%
MHS
1291
M Holdings Securities
Oregon
$958K +$741K +12,863 +342%
CAM
1292
Cacti Asset Management
Georgia
$955K – – –
BIM
1293
Baldwin Investment Management
Pennsylvania
$953K -$34.6K -600 -4%
SBWM
1294
Sunflower Bank Wealth Management
Arizona
$952K +$116K +2,014 +14%
BP
1295
Ballentine Partners
Massachusetts
$941K -$16.7K -292 -2%
FPIS
1296
Financial Planning & Information Services
Wisconsin
$937K -$4.15K -72 -0.4%
CCA
1297
Checchi Capital Advisers
California
$930K +$233K +4,046 +33%
WC
1298
Wexford Capital
Florida
$919K -$3.78M -65,651 -80%
OC
1299
Oarsman Capital
Wisconsin
$918K +$22.2K +386 +2%
RMAM
1300
Raab & Moskowitz Asset Management
New Jersey
$913K +$74.4K +1,290 +9%
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