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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 %
WA
1276
WealthTrust-Arizona
Arizona
$1.09M -$24.7K -410 -2%
WSCM
1277
Wellington Shields Capital Management
New York
$1.08M +$14.6K +243 +1%
NAM
1278
Needelman Asset Management
California
$1.08M -$15.1K -250 -1%
SBWM
1279
Sunflower Bank Wealth Management
Arizona
$1.08M +$86.1K +1,430 +9%
MCC
1280
Malaga Cove Capital
California
$1.07M – – –
CHC
1281
City Holding Co
West Virginia
$1.06M +$9.03K +150 +0.9%
ANB
1282
Amarillo National Bank
Texas
$1.05M – – –
SC
1283
Savant Capital
Illinois
$1.05M +$26.5K +440 +3%
PAMG
1284
Patton Albertson Miller Group
Tennessee
$1.05M +$381K +6,290 +57%
OIM
1285
Orca Investment Management
Oregon
$1.04M +$32.1K +533 +3%
GHAM
1286
Gilman Hill Asset Management
Connecticut
$1.03M -$22.6K -375 -2%
BTNA
1287
Bremer Trust National Association
Minnesota
$1.03M -$10.7K -178 -1%
SCA
1288
Sippican Capital Advisors
Massachusetts
$1.03M +$1.03M +17,025 New
CCM
1289
CrestPoint Capital Management
Missouri
$1.02M – – –
MWP
1290
Moller Wealth Partners
$1.01M +$13.5K +227 +1%
AB
1291
Atlas Brown
Kentucky
$1.01M -$126K -2,093 -11%
BIM
1292
Baldwin Investment Management
Pennsylvania
$1.01M +$12K +200 +1%
MHS
1293
M Holdings Securities
Oregon
$1.01M +$16.6K +279 +2%
PVWM
1294
Point View Wealth Management
New Jersey
$1M -$6.08K -101 -0.6%
PRCM
1295
Pine River Capital Management
Minnesota
$1M -$425K -7,055 -30%
CAM
1296
Cacti Asset Management
Georgia
$1M – – –
BP
1297
Ballentine Partners
Massachusetts
$996K +$6.68K +111 +0.7%
GAM
1298
Griffin Asset Management
New York
$990K +$98.4K +1,633 +11%
SCM
1299
Schnieders Capital Management
California
$989K +$281K +4,660 +40%
WEC
1300
Winslow Evans & Crocker
Massachusetts
$989K +$55.9K +928 +6%
50 51
52
53 54