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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 %
MCWS
1376
McKinley Carter Wealth Services
West Virginia
$658K -$111K -1,848 -14%
BEAM
1377
Baker Ellis Asset Management
Washington
$645K +$24.1K +400 +4%
WFMPM
1378
Woodley Farra Manion Portfolio Management
Indiana
$642K -$3.01K -50 -0.5%
RCA
1379
Rex Capital Advisors
Rhode Island
$642K – – –
RC
1380
Reik & Co
New York
$639K – – –
MA
1381
MCF Advisors
Kentucky
$639K +$8.01K +132 +1%
RMCM
1382
Reynders McVeigh Capital Management
Massachusetts
$634K -$252K -4,175 -28%
WIM
1383
Waverton Investment Management
United Kingdom
$634K +$634K +10,520 New
CL
1384
CPWM LLC
Washington
$633K +$103K +1,718 +20%
KAM
1385
Keeley Asset Management
Illinois
$630K – – –
LC
1386
Loews Corp
New York
$628K – – –
CK
1387
Cohen Klingenstein
New York
$626K – – –
QCMC
1388
Quantum Capital Management (California)
California
$620K -$35K -581 -5%
CP
1389
Camelot Portfolios
Ohio
$616K +$57.5K +954 +10%
TTWM
1390
TCV Trust & Wealth Management
Virginia
$611K -$15.4K -256 -2%
CCT
1391
Country Club Trust
Missouri
$611K -$9.33K -155 -2%
B
1392
BancorpSouth
Mississippi
$607K -$24K -398 -4%
BCM
1393
Beck Capital Management
Texas
$605K +$150K +2,535 +33%
IH
1394
IFC Holdings
Florida
$604K -$134K -2,213 -18%
AIM
1395
ADAR Investment Management
New Jersey
$602K – – –
SH
1396
Scepter Holdings
Texas
$602K +$181K +3,000 +43%
FC
1397
Forte Capital
New York
$602K +$602K +9,987 New
WA
1398
Waverly Advisors
Alabama
$596K – – –
NCM
1399
Northroad Capital Management
New York
$594K -$26.6K -441 -4%
LCM
1400
Liberty Capital Management
Michigan
$591K -$6.03K -100 -1%
54 55
56
57 58