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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 %
OCG
1351
Opus Capital Group
Ohio
$742K -$18.1K -300 -2%
PWAP
1352
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$737K +$9.03K +150 +1%
MBTD
1353
Mechanics Bank - Trust Department
California
$736K +$26.2K +435 +4%
LJHT
1354
Laurie J. Hall Trustee
$734K – – –
FSA
1355
Franklin Street Advisors
North Carolina
$729K -$20.7K -343 -3%
BCM
1356
Barometer Capital Management
Ontario, Canada
$729K +$729K +12,100 New
BB
1357
Bell Bank
North Dakota
$725K -$27.8K -461 -4%
QSS
1358
Quantitative Systematic Strategies
Florida
$725K +$284K +4,714 +65%
BT
1359
Beacon Trust
New Jersey
$718K +$16.9K +280 +2%
FNBTCON
1360
First National Bank & Trust Co of Newtown
Pennsylvania
$717K +$18.1K +300 +3%
SFSG
1361
Stearns Financial Services Group
North Carolina
$710K +$50.7K +842 +8%
TC
1362
Telemus Capital
Michigan
$709K -$1.93K -32 -0.3%
GW
1363
GW & Wade
Massachusetts
$708K – – –
CHAM
1364
Clear Harbor Asset Management
Connecticut
$705K +$452K +7,500 +179%
TMC
1365
Trellus Management Company
Florida
$699K – – –
MHI
1366
Miller Howard Investments
New York
$694K -$698K -11,587 -50%
SJIM
1367
St. Johns Investment Management
Florida
$693K -$4.15K -69 -0.6%
WPW
1368
Waldron Private Wealth
Pennsylvania
$691K -$18.7K -310 -3%
AWS
1369
Aris Wealth Services
Pennsylvania
$690K +$49.1K +815 +8%
EIA
1370
Edgemoor Investment Advisors
Maryland
$688K +$7.59K +126 +1%
MCM
1371
Maple Capital Management
Vermont
$687K -$6.02K -100 -0.9%
SFA
1372
Sequoia Financial Advisors
Ohio
$673K +$12.8K +213 +2%
AF
1373
Aldebaran Financial
$672K +$109K +1,804 +19%
VNB
1374
Valley National Bancorp
New York
$668K – – –
IT
1375
Independence Trust
Tennessee
$666K – – –
53 54
55
56 57