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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 %
SGAM
1401
Steinberg Global Asset Management
Florida
$587K – – –
HI
1402
Hudock Inc
Pennsylvania
$584K +$603 +10 +0.1%
RHDIC
1403
R.H. Dinel Investment Counsel
California
$583K – – –
FFA
1404
First Foundation Advisors
California
$582K +$116K +1,920 +25%
CPO
1405
Cerity Partners OCIO
New York
$576K -$35K -581 -6%
WA
1406
Wheatland Advisors
Pennsylvania
$574K – – –
SCM
1407
Salem Capital Management
Massachusetts
$570K – – –
SFM
1408
Signature Financial Management
Virginia
$570K +$60.2K +1,000 +12%
MFW
1409
Meristem Family Wealth
Minnesota
$569K -$141K -2,340 -20%
TT
1410
Tiedemann Trust
Delaware
$569K – – –
PAM
1411
Palisade Asset Management
Minnesota
$564K -$301 -5 -0.1%
IF
1412
IRON Financial
Illinois
$560K +$181 +3 +0%
PAS
1413
Partnervest Advisory Services
California
$558K +$22.5K +373 +4%
WA
1414
WBH Advisory
Maryland
$557K +$1.57K +26 +0.3%
VAM
1415
Visium Asset Management
New York
$556K -$1.67M -27,751 -75%
AIM
1416
Acropolis Investment Management
Missouri
$554K +$101K +1,679 +22%
GSBTD
1417
Glenview State Bank Trust Department
Illinois
$551K – – –
AIM
1418
AMI Investment Management
Indiana
$548K – – –
Kayne Anderson Rudnick Investment Management
1419
Kayne Anderson Rudnick Investment Management
California
$542K -$60 -1 -0%
TRIM
1420
Thompson Rubinstein Investment Management
Oregon
$539K – – –
SA
1421
Strategic Advisors
New York
$534K -$5.42K -90 -1%
KTC
1422
Kistler-Tiffany Companies
Pennsylvania
$530K – – –
YIA
1423
YHB Investment Advisors
Connecticut
$530K +$69.3K +1,150 +15%
ECAM
1424
East Coast Asset Management
Massachusetts
$529K -$22.5K -373 -4%
FUBT
1425
First United Bank & Trust
Maryland
$528K +$12K +200 +2%
55 56
57
58 59