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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 %
SC
1326
Scholtz & Company
Connecticut
$801K +$801K +13,900 New
AWM
1327
Altavista Wealth Management
North Carolina
$799K -$32.7K -567 -4%
BFA
1328
Bragg Financial Advisors
North Carolina
$795K -$18.1K -315 -2%
ICOA
1329
Investment Centers of America
North Dakota
$788K +$18.2K +314 +2%
PFM
1330
Phillips Financial Management
Indiana
$781K -$14.8K -266 -2%
CCWA
1331
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$779K -$84.9K -1,475 -10%
AA
1332
Alesco Advisors
New York
$778K -$346 -6 -0%
BHA
1333
Beech Hill Advisors
New York
$776K +$25.9K +450 +3%
CSS
1334
Cubist Systematic Strategies
Connecticut
$776K +$776K +13,460 New
FANJ
1335
Financial Architects (New Jersey)
New Jersey
$775K -$42.5K -737 -5%
BEC
1336
Blue Edge Capital
Virginia
$775K -$7.72K -134 -1%
OL
1337
OTA LLC
New York
$772K +$772K +13,399 New
HCM
1338
Howland Capital Management
Massachusetts
$759K -$23K -400 -3%
SCM
1339
Southport Capital Management
Tennessee
$747K – – –
MCWS
1340
McKinley Carter Wealth Services
West Virginia
$736K -$29.6K -513 -4%
EWM
1341
Evermay Wealth Management
Virginia
$733K +$196K +3,391 +36%
OCG
1342
Opus Capital Group
Ohio
$727K -$45.1K -782 -6%
JCM
1343
Janney Capital Management
Pennsylvania
$723K +$158K +2,739 +28%
BB
1344
Bell Bank
North Dakota
$720K -$170K -2,944 -19%
FSA
1345
Franklin Street Advisors
North Carolina
$717K +$86.4K +1,500 +14%
IH
1346
IFC Holdings
Florida
$705K +$94.7K +1,642 +16%
LDB
1347
Lee, Danner & Bass
Tennessee
$703K +$48.8K +846 +7%
LJHT
1348
Laurie J. Hall Trustee
$702K -$21.6K -375 -3%
EHC
1349
Everett Harris & Co
California
$700K – – –
PWAP
1350
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$697K -$48.9K -848 -7%
52 53
54
55 56