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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 %
WIC
1451
Wood Investment Counsel
Colorado
$460K +$460K +7,636 New
Edgewood Management
1452
Edgewood Management
Connecticut
$457K – – –
BRM
1453
Boston Research & Management
Massachusetts
$456K – – –
PCM
1454
Perritt Capital Management
Illinois
$453K – – –
HB
1455
Homrich & Berg
Georgia
$453K +$145K +2,400 +47%
CAM
1456
CMT Asset Management
Illinois
$448K +$448K +7,433 New
CAM
1457
Centre Asset Management
New York
$446K -$1.46M -24,244 -77%
AWA
1458
AmeriServ Wealth Advisors
Pennsylvania
$446K – – –
MIS
1459
Morningstar Investment Services
Illinois
$445K +$87.9K +1,459 +25%
NES
1460
New England Securities
New York
$442K +$27.9K +464 +7%
FAM
1461
Formidable Asset Management
Ohio
$441K -$28.4K -466 -6%
DHFB
1462
Dixon Hubard Feinour & Brown
Virginia
$439K – – –
CAMI
1463
Concord Asset Management (Illinois)
Illinois
$435K – – –
I2I
1464
Insight 2811 Inc
Illinois
$435K +$54.2K +900 +14%
CAS
1465
CTC Alternative Strategies
Illinois
$434K +$120K +2,000 +38%
PIM
1466
Provident Investment Management
Michigan
$430K -$9.03K -150 -2%
AWA
1467
Arete Wealth Advisors
Illinois
$426K +$241 +4 +0.1%
CT
1468
Coastline Trust
Rhode Island
$424K – – –
KIC
1469
Keating Investment Counselors
Florida
$422K – – –
MJRIC
1470
Mogy Joel R Investment Counsel
California
$421K -$189K -3,145 -31%
PCA
1471
Personal Capital Advisors
California
$421K +$421K +6,996 New
TIA
1472
Trust Investment Advisors
Indiana
$420K -$18.1K -300 -4%
NYLT
1473
New York Life Trust
New York
$419K -$1.93K -32 -0.5%
BSW
1474
Buckingham Strategic Wealth
Missouri
$416K -$53.9K -896 -11%
LG
1475
LaFleur & Godfrey
Michigan
$412K -$36.1K -600 -8%
57 58
59
60 61