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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 %
EM
1301
Excalibur Management
Massachusetts
$982K +$71.7K +1,190 +8%
GIA
1302
Granite Investment Advisors
New Hampshire
$980K -$127K -2,100 -11%
FPIS
1303
Financial Planning & Information Services
Wisconsin
$979K – – –
W
1304
Wealthfront
California
$972K +$483K +8,020 +99%
VF
1305
Virtu Financial
New York
$972K +$972K +16,139 New
DAM
1306
Deltec Asset Management
New York
$964K -$1.42M -23,600 -60%
GP
1307
Girard Partners
Pennsylvania
$947K -$87.4K -1,451 -8%
WC
1308
Whitnell & Co
Illinois
$939K +$13.7K +228 +1%
AIM
1309
Aspen Investment Management
Michigan
$936K -$545K -9,040 -37%
OC
1310
Oarsman Capital
Wisconsin
$934K -$25.5K -423 -3%
PFBT
1311
Parkside Financial Bank & Trust
Missouri
$932K -$77.7K -1,290 -8%
ACM
1312
Argonaut Capital Management
New York
$928K – – –
ACA
1313
Anchor Capital Advisors
Massachusetts
$926K -$9.04K -150 -1%
CHJWM
1314
Carlton Hofferkamp & Jenks Wealth Management
Texas
$919K -$25.1K -418 -3%
KS
1315
Karpas Strategies
Connecticut
$915K +$1.02K +17 +0.1%
GC
1316
Grimes & Company
Massachusetts
$915K +$1.14K +19 +0.1%
BHA
1317
Beech Hill Advisors
New York
$915K +$104K +1,725 +13%
NL
1318
NWAM LLC
Washington
$912K -$1.4M -23,203 -61%
TCM
1319
Telos Capital Management
California
$912K +$1.81K +30 +0.2%
GIM
1320
Greylin Investment Management
Virginia
$902K -$5.12K -85 -0.6%
LDB
1321
Lee, Danner & Bass
Tennessee
$902K +$167K +2,777 +23%
OFS
1322
Orrstown Financial Services
Pennsylvania
$900K -$388K -6,446 -30%
AI
1323
Atria Investments
North Carolina
$899K -$15.8K -262 -2%
DAM
1324
Delta Asset Management
Tennessee
$875K -$301 -5 -0%
EA
1325
Emerald Advisers
Pennsylvania
$870K -$507K -8,413 -37%
51 52
53
54 55