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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 %
PMFA
1351
Plante Moran Financial Advisors
Michigan
$694K +$118K +2,050 +21%
MC
1352
Menta Capital
California
$691K +$691K +12,000 New
TC
1353
Telemus Capital
Michigan
$680K -$86K -1,492 -11%
MFW
1354
Meristem Family Wealth
Minnesota
$679K -$54.8K -950 -7%
MBTD
1355
Mechanics Bank - Trust Department
California
$679K -$5.76K -100 -0.8%
WPW
1356
Waldron Private Wealth
Pennsylvania
$679K +$123K +2,129 +22%
GW
1357
GW & Wade
Massachusetts
$678K -$698K -12,106 -51%
SCM
1358
Schnieders Capital Management
California
$677K +$8.64K +150 +1%
BT
1359
Beacon Trust
New Jersey
$671K +$18.3K +317 +3%
FNBTCON
1360
First National Bank & Trust Co of Newtown
Pennsylvania
$669K -$38.3K -664 -5%
TMC
1361
Trellus Management Company
Florida
$668K – – –
SJIM
1362
St. Johns Investment Management
Florida
$667K +$46.3K +804 +7%
MCM
1363
Maple Capital Management
Vermont
$663K -$6.05K -105 -0.9%
ST
1364
Spinnaker Trust
Maine
$651K -$90.2K -1,565 -12%
EIA
1365
Edgemoor Investment Advisors
Maryland
$651K +$383K +6,642 +143%
VNB
1366
Valley National Bancorp
New York
$638K +$15.8K +275 +3%
IT
1367
Independence Trust
Tennessee
$637K +$23.6K +410 +4%
ICM
1368
IMS Capital Management
Oregon
$637K +$637K +11,055 New
RGNCM
1369
R.G. Niederhoffer Capital Management
New York
$634K +$634K +11,000 New
SFA
1370
Sequoia Financial Advisors
Ohio
$632K +$4.5K +78 +0.7%
MA
1371
MCF Advisors
Kentucky
$631K -$60.1K -991 -9%
PAMG
1372
Patton Albertson Miller Group
Tennessee
$631K +$310K +5,386 +96%
SFSG
1373
Stearns Financial Services Group
North Carolina
$630K -$82.2K -1,428 -12%
QCMC
1374
Quantum Capital Management (California)
California
$626K -$2.98M -51,827 -83%
WFMPM
1375
Woodley Farra Manion Portfolio Management
Indiana
$617K -$642K -11,138 -51%
53 54
55
56 57