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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 %
ST
1326
Spinnaker Trust
Maine
$869K +$188K +3,125 +28%
CASB
1327
Cape Ann Savings Bank
Massachusetts
$861K -$10.6K -176 -1%
CFMC
1328
Curbstone Financial Management Corp
New Hampshire
$859K – – –
AEPG
1329
American Economic Planning Group
New Jersey
$855K -$30.6K -508 -3%
CCM
1330
Chilton Capital Management
Texas
$854K -$4.15K -69 -0.5%
RT
1331
Reliance Trust
Georgia
$850K +$7.17K +119 +0.9%
RMAM
1332
Raab & Moskowitz Asset Management
New Jersey
$843K -$111K -1,839 -12%
PMFA
1333
Plante Moran Financial Advisors
Michigan
$837K +$112K +1,854 +15%
KT
1334
Kanaly Trust
Texas
$824K -$24.1K -400 -3%
FANJ
1335
Financial Architects (New Jersey)
New Jersey
$822K +$11.4K +190 +1%
SAMC
1336
Shinko Asset Management Company
Japan
$818K -$86.8K -1,441 -10%
PFM
1337
Phillips Financial Management
Indiana
$817K -$5.09K -87 -0.6%
AA
1338
Alesco Advisors
New York
$814K – – –
BFA
1339
Bragg Financial Advisors
North Carolina
$810K -$21.8K -362 -3%
SC
1340
Scholtz & Company
Connecticut
$804K -$33.1K -550 -4%
IAM
1341
ICM Asset Management
Washington
$793K -$58.8K -975 -7%
Jacobs Levy Equity Management
1342
Jacobs Levy Equity Management
New Jersey
$793K +$179K +2,970 +29%
SCM
1343
Southport Capital Management
Tennessee
$780K -$904 -15 -0.1%
BEC
1344
Blue Edge Capital
Virginia
$778K -$31.8K -528 -4%
JCM
1345
Janney Capital Management
Pennsylvania
$778K +$21.3K +353 +3%
OFG
1346
OTA Financial Group
New York
$772K +$772K +13,399 New
HCM
1347
Howland Capital Management
Massachusetts
$771K -$22.6K -375 -3%
EWM
1348
Evermay Wealth Management
Virginia
$763K -$2.59K -43 -0.3%
EHC
1349
Everett Harris & Co
California
$760K +$28.9K +480 +4%
MC
1350
Menta Capital
California
$753K +$30.1K +500 +4%
52 53
54
55 56