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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 %
CHJWM
1301
Carlton Hofferkamp & Jenks Wealth Management
Texas
$906K -$3.46K -60 -0.4%
ACA
1302
Anchor Capital Advisors
Massachusetts
$894K -$16.8K -291 -2%
WEC
1303
Winslow Evans & Crocker
Massachusetts
$892K +$13.3K +231 +2%
ACM
1304
Argonaut Capital Management
New York
$887K – – –
WC
1305
Whitnell & Co
Illinois
$885K -$29.6K -514 -3%
AI
1306
Atria Investments
North Carolina
$875K -$33.3K -578 -4%
KS
1307
Karpas Strategies
Connecticut
$874K +$979 +17 +0.1%
GC
1308
Grimes & Company
Massachusetts
$874K +$123K +2,136 +16%
EM
1309
Excalibur Management
Massachusetts
$871K +$333K +5,775 +62%
TCM
1310
Telos Capital Management
California
$870K +$61.5K +1,067 +8%
GIM
1311
Greylin Investment Management
Virginia
$867K +$4.9K +85 +0.6%
SAMC
1312
Shinko Asset Management Company
Japan
$865K -$11.5K -200 -1%
GAM
1313
Griffin Asset Management
New York
$853K +$16K +278 +2%
RMCM
1314
Reynders McVeigh Capital Management
Massachusetts
$847K +$134K +2,321 +19%
AEPG
1315
American Economic Planning Group
New Jersey
$847K +$847K +14,699 New
IWC
1316
Integrated Wealth Counsel
California
$844K -$85K -1,475 -9%
DAM
1317
Delta Asset Management
Tennessee
$837K -$28.8K -500 -3%
CASB
1318
Cape Ann Savings Bank
Massachusetts
$834K -$13.5K -235 -2%
CFMC
1319
Curbstone Financial Management Corp
New Hampshire
$822K -$2.88K -50 -0.3%
CCM
1320
Chilton Capital Management
Texas
$821K +$189K +3,276 +30%
IAM
1321
ICM Asset Management
Washington
$814K -$24.5K -425 -3%
KT
1322
Kanaly Trust
Texas
$811K -$22K -382 -3%
RT
1323
Reliance Trust
Georgia
$806K -$68.5K -1,188 -8%
DAC
1324
Dividend Assets Capital
South Carolina
$805K – – –
HPCM
1325
High Pointe Capital Management
Illinois
$805K +$9.22K +160 +1%
51 52
53
54 55