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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 %
ACM
1426
Aviance Capital Management
Florida
$488K +$18.2K +316 +4%
SFM
1427
Signature Financial Management
Virginia
$487K – – –
LA
1428
Lau Associates
Delaware
$484K – – –
ID
1429
Integral Derivatives
New York
$481K -$1.11M -19,300 -70%
Carson Wealth (CWM LLC)
1430
Carson Wealth (CWM LLC)
Nebraska
$480K +$480K +8,325 New
MIAN
1431
Mariner Independent Advisor Network
Kansas
$479K +$479K +8,312 New
VNA
1432
VNBTrust National Association
Virginia
$478K -$26.8K -465 -5%
HCM
1433
Highlander Capital Management
New Jersey
$472K – – –
CPA
1434
Cowen Prime Advisors
New York
$468K +$58 +1 +0%
W
1435
Wealthfront
California
$464K -$71.5K -1,250 -13%
AWA
1436
ARS Wealth Advisors
Florida
$464K -$3.4K -59 -0.7%
AUB
1437
Atlantic Union Bankshares
Virginia
$461K -$6.23K -108 -1%
CIG
1438
Consolidated Investment Group
Colorado
$460K – – –
HJA
1439
Hugh Johnson Advisors
New York
$457K -$5.31M -92,064 -92%
BHBT
1440
Burke & Herbert Bank & Trust
Virginia
$455K +$13.8K +240 +3%
KCPG
1441
Kavar Capital Partners Group
Kansas
$453K +$346 +6 +0.1%
BSW
1442
Buckingham Strategic Wealth
Missouri
$450K +$63.8K +1,108 +17%
FFA
1443
First Foundation Advisors
California
$446K +$15.6K +271 +4%
BCM
1444
Beck Capital Management
Texas
$444K -$218K -3,785 -33%
FAM
1445
Formidable Asset Management
Ohio
$444K – – –
LI
1446
Lafayette Investments
Maryland
$443K – – –
YIA
1447
YHB Investment Advisors
Connecticut
$441K -$67.2K -1,165 -13%
DIP
1448
DT Investment Partners
Pennsylvania
$441K +$441K +7,659 New
SAM
1449
Shikiar Asset Management
New York
$438K -$490K -8,500 -53%
Edgewood Management
1450
Edgewood Management
Connecticut
$437K – – –
56 57
58
59 60