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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 %
WMC
1376
Westwood Management Corporation
Illinois
$617K +$12.1K +210 +2%
RCA
1377
Rex Capital Advisors
Rhode Island
$614K – – –
AWS
1378
Aris Wealth Services
Pennsylvania
$613K +$28.8K +500 +5%
RC
1379
Reik & Co
New York
$611K +$34.6K +600 +6%
B
1380
BancorpSouth
Mississippi
$603K -$9.27K -161 -2%
MAM
1381
Majedie Asset Management
United Kingdom
$602K -$39.8M -689,993 -99%
KAM
1382
Keeley Asset Management
Illinois
$602K – – –
LC
1383
Loews Corp
New York
$601K – – –
CK
1384
Cohen Klingenstein
New York
$599K – – –
TTWM
1385
TCV Trust & Wealth Management
Virginia
$599K +$46.3K +804 +8%
NCM
1386
Northroad Capital Management
New York
$594K -$32.7K -567 -5%
CCT
1387
Country Club Trust
Missouri
$594K -$23.1K -401 -4%
BEAM
1388
Baker Ellis Asset Management
Washington
$594K +$27.1K +471 +5%
Jacobs Levy Equity Management
1389
Jacobs Levy Equity Management
New Jersey
$587K -$486K -8,430 -45%
CPO
1390
Cerity Partners OCIO
New York
$584K -$12K -208 -2%
MJRIC
1391
Mogy Joel R Investment Counsel
California
$584K – – –
MG
1392
MDE Group
New Jersey
$584K +$74.6K +1,293 +15%
AIM
1393
ADAR Investment Management
New Jersey
$576K +$403K +7,000 +233%
LCM
1394
Liberty Capital Management
Michigan
$571K -$5.77K -100 -1%
WA
1395
Waverly Advisors
Alabama
$570K – – –
SGAM
1396
Steinberg Global Asset Management
Florida
$561K +$16.8K +291 +3%
HI
1397
Hudock Inc
Pennsylvania
$558K -$3.75K -65 -0.7%
RHDIC
1398
R.H. Dinel Investment Counsel
California
$557K -$69.2K -1,202 -11%
WA
1399
Wheatland Advisors
Pennsylvania
$549K – – –
TT
1400
Tiedemann Trust
Delaware
$544K -$11M -190,403 -95%
54 55
56
57 58