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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 %
SCM
1401
Salem Capital Management
Massachusetts
$542K – – –
BIM
1402
Beach Investment Management
Pennsylvania
$540K -$2.07M -35,850 -79%
PAM
1403
Palisade Asset Management
Minnesota
$540K +$5.76K +100 +1%
AF
1404
Aldebaran Financial
$539K -$78.3K -1,360 -13%
SLF
1405
Sun Life Financial
Ontario, Canada
$538K – – –
IF
1406
IRON Financial
Illinois
$536K +$231 +4 +0%
WKA
1407
Wilson Kemp & Associates
Michigan
$535K +$11.5K +200 +2%
CP
1408
Camelot Portfolios
Ohio
$534K +$40.4K +701 +8%
WA
1409
WBH Advisory
Maryland
$531K -$43.1K -749 -8%
GSBTD
1410
Glenview State Bank Trust Department
Illinois
$527K -$122K -2,124 -19%
ECAM
1411
East Coast Asset Management
Massachusetts
$527K +$29.1K +506 +6%
QIM
1412
Quantitative Investment Management
Virginia
$524K -$20.5M -356,000 -98%
AIM
1413
AMI Investment Management
Indiana
$524K – – –
Kayne Anderson Rudnick Investment Management
1414
Kayne Anderson Rudnick Investment Management
California
$519K +$58 +1 +0%
LFG
1415
LifePlan Financial Group
Ohio
$517K – – –
SA
1416
Strategic Advisors
New York
$516K -$33.9K -588 -6%
TRIM
1417
Thompson Rubinstein Investment Management
Oregon
$515K -$7.08K -123 -1%
PAS
1418
Partnervest Advisory Services
California
$513K +$17.9K +310 +4%
BO
1419
Bank OZK
Arkansas
$510K +$145K +2,516 +40%
KTC
1420
Kistler-Tiffany Companies
Pennsylvania
$507K +$19.1K +332 +4%
CL
1421
CPWM LLC
Washington
$507K +$121K +2,109 +31%
IUAM
1422
Itau USA Asset Management
New York
$501K – – –
SFU
1423
Stonehage Fleming (UK)
United Kingdom
$499K -$197K -3,415 -28%
FUBT
1424
First United Bank & Trust
Maryland
$493K -$5.76K -100 -1%
CC
1425
Cannell & Co
New York
$488K – – –
55 56
57
58 59