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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 %
LFG
1426
LifePlan Financial Group
Ohio
$527K -$14.4K -239 -3%
AUB
1427
Atlantic Union Bankshares
Virginia
$527K +$44.6K +740 +9%
CC
1428
Cannell & Co
New York
$525K +$15K +250 +3%
IUAM
1429
Itau USA Asset Management
New York
$524K – – –
HJA
1430
Hugh Johnson Advisors
New York
$522K +$44.3K +736 +9%
AMCA
1431
Arthur M. Cohen & Associates
Illinois
$521K +$521K +5,458 New
CCG
1432
Chatham Capital Group
Georgia
$516K +$516K +8,570 New
SCA
1433
Salient Capital Advisors
Texas
$515K -$1.28M -21,152 -71%
MG
1434
MDE Group
New Jersey
$515K -$95K -1,577 -16%
LA
1435
Lau Associates
Delaware
$506K – – –
VNA
1436
VNBTrust National Association
Virginia
$497K -$2.71K -45 -0.5%
MIAN
1437
Mariner Independent Advisor Network
Kansas
$495K -$5.9K -98 -1%
HCM
1438
Highlander Capital Management
New Jersey
$493K – – –
CPA
1439
Cowen Prime Advisors
New York
$489K +$60 +1 +0%
KCPG
1440
Kavar Capital Partners Group
Kansas
$486K +$12.4K +206 +3%
AWA
1441
ARS Wealth Advisors
Florida
$485K -$663 -11 -0.1%
ASN
1442
Advisory Services Network
Georgia
$482K +$107K +1,784 +29%
BCM
1443
Blenheim Capital Management
New Jersey
$482K +$241K +4,000 +100%
CIG
1444
Consolidated Investment Group
Colorado
$481K – – –
WCM
1445
Weik Capital Management
Pennsylvania
$477K +$24.1K +400 +5%
BHBT
1446
Burke & Herbert Bank & Trust
Virginia
$475K – – –
RT
1447
Rockland Trust
Massachusetts
$472K +$31.5K +522 +7%
JRP
1448
Jasper Ridge Partners
California
$468K -$869K -14,445 -65%
LI
1449
Lafayette Investments
Maryland
$463K – – –
PWM
1450
ParenteBeard Wealth Management
Pennsylvania
$463K +$121K +2,015 +36%
56 57
58
59 60