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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 %
BRM
1451
Boston Research & Management
Massachusetts
$436K +$9.49K +165 +2%
T
1452
Thomaspartners
Massachusetts
$435K +$49.3K +855 +13%
PCM
1453
Perritt Capital Management
Illinois
$433K -$62K -1,075 -13%
WCM
1454
Weik Capital Management
Pennsylvania
$433K +$203K +3,525 +88%
AIM
1455
Acropolis Investment Management
Missouri
$433K +$225K +3,900 +108%
LG
1456
LaFleur & Godfrey
Michigan
$429K +$65.2K +1,131 +18%
AWA
1457
AmeriServ Wealth Advisors
Pennsylvania
$426K -$245K -4,250 -36%
Verition Fund Management
1458
Verition Fund Management
Connecticut
$424K +$424K +7,361 New
KPCM
1459
Kings Point Capital Management
New York
$423K +$89K +1,545 +27%
MIU
1460
Man Investments (UK)
United Kingdom
$422K -$1.82M -31,526 -81%
RT
1461
Rockland Trust
Massachusetts
$421K -$34.4K -597 -8%
DHFB
1462
Dixon Hubard Feinour & Brown
Virginia
$420K -$8.07K -140 -2%
PIM
1463
Provident Investment Management
Michigan
$420K +$8.64K +150 +2%
QSS
1464
Quantitative Systematic Strategies
Florida
$420K +$420K +7,302 New
TIA
1465
Trust Investment Advisors
Indiana
$419K -$136K -2,350 -24%
CC
1466
Capital Counsel
New York
$417K – – –
CAMI
1467
Concord Asset Management (Illinois)
Illinois
$415K – – –
JG
1468
Jefferies Group
New York
$407K -$479K -8,307 -54%
AWA
1469
Arete Wealth Advisors
Illinois
$407K -$7.54K -131 -2%
CT
1470
Coastline Trust
Rhode Island
$405K -$8.93K -155 -2%
HT
1471
HighTower Trust
Texas
$404K -$11K -190 -3%
SH
1472
Scepter Holdings
Texas
$403K -$547K -9,500 -58%
KIC
1473
Keating Investment Counselors
Florida
$403K – – –
NYLT
1474
New York Life Trust
New York
$403K +$20.2K +351 +5%
AW
1475
Alpha Windward
Massachusetts
$400K +$27.1K +470 +7%
57 58
59
60 61