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JPMorgan Chase
JPM

Overview Fund Activity

1,722 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 716 increasing their positions, 721 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
49.77%
Holding in Top 10
430
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+6.7%
% of All Funds
12.43%
New
100
Increased
716
Reduced
721
Closed
87
Calls
$2.51B
Puts
$1.94B
Net Calls
+$572M
Net Calls Change
+$1.08B

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
3
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
4
Dodge & Cox
California
$1.06B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$227M
3
Invesco
3
Invesco
Georgia
$2.28B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.42B
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$214M -$1M -16,645 -0.5%
WRF
127
Waddell & Reed Financial
Kansas
$213M -$1.82M -29,950 -0.8%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$212M +$2.19M +36,094 +1%
US Bancorp
129
US Bancorp
Minnesota
$211M +$1.57M +25,867 +0.7%
Federated Hermes
130
Federated Hermes
Pennsylvania
$211M +$15.4M +253,058 +8%
SB
131
Suntrust Banks
Georgia
$207M +$739K +12,174 +0.4%
WHG
132
Westwood Holdings Group
Texas
$196M -$15.7M -258,596 -7%
AQR Capital Management
133
AQR Capital Management
Connecticut
$192M +$22.4M +369,598 +13%
Credit Agricole
134
Credit Agricole
France
$191M -$24.3M -401,034 -11%
FAM
135
Fred Alger Management
New York
$191M -$5.46M -89,930 -3%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$190M -$850K -14,000 -0.4%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$186M -$15.8M -260,412 -8%
FMI
138
Factory Mutual Insurance
Massachusetts
$182M +$6.68M +110,000 +4%
GIA
139
Gateway Investment Advisers
Ohio
$182M -$14M -231,343 -7%
Aristotle Capital Management
140
Aristotle Capital Management
California
$180M +$2.44M +40,174 +1%
CLM
141
ClearBridge LLC (Maryland)
Maryland
$176M -$8.95M -147,433 -5%
TGA
142
Trilogy Global Advisors
Florida
$174M +$1.19M +19,549 +0.7%
AAMU
143
Amundi Asset Management US
Massachusetts
$172M -$1.43M -23,508 -0.8%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$170M -$8.55M -140,807 -5%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$170M +$1.01M +16,651 +0.6%
PI
146
PGGM Investments
Netherlands
$169M +$3.59M +59,107 +2%
Axa
147
Axa
France
$168M +$2.98M +49,119 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
148
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M +$14.2M +234,685 +9%
EAM
149
Eagle Asset Management
Florida
$164M +$12.4M +204,463 +8%
EAM
150
Edge Asset Management
Washington
$164M -$1.8M -29,662 -1%
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