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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
1
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
3
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
MCM
4
Moore Capital Management
New York
$1.46M
5
TCIM
5
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aristotle Capital Management
126
Aristotle Capital Management
California
$187M +$16.3M +282,947 +10%
EAM
127
Eagle Asset Management
Florida
$184M +$27.7M +479,982 +18%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$178M -$2.67M -46,300 -1%
FMI
129
Factory Mutual Insurance
Massachusetts
$175M +$2.3M +40,000 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
130
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$175M +$17.7M +306,600 +11%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$174M -$2.33M -40,393 -1%
Federated Hermes
132
Federated Hermes
Pennsylvania
$173M -$27.4M -475,946 -14%
PAM
133
Panagora Asset Management
Massachusetts
$167M -$40.2M -696,946 -19%
TGA
134
Trilogy Global Advisors
Florida
$167M +$1.42M +24,707 +0.9%
PI
135
PGGM Investments
Netherlands
$167M +$6.28M +109,063 +4%
GIA
136
Gateway Investment Advisers
Ohio
$163M -$9.05M -156,983 -5%
N
137
Natixis
France
$162M +$30.9M +536,248 +24%
CLM
138
ClearBridge LLC (Maryland)
Maryland
$159M -$8.19M -142,190 -5%
Brown Advisory
139
Brown Advisory
Maryland
$159M +$16.8M +290,931 +12%
JFL
140
Jarislowsky, Fraser Ltd
Quebec, Canada
$159M -$3M -52,140 -2%
Aviva
141
Aviva
United Kingdom
$158M +$10.2M +176,897 +7%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$158M -$3.2M -55,455 -2%
EAM
143
Edge Asset Management
Washington
$155M -$1.08M -18,682 -0.7%
KeyBank National Association
144
KeyBank National Association
Ohio
$153M -$607K -10,529 -0.4%
CI Investments Inc
145
CI Investments Inc
Ontario, Canada
$150M +$150M +2,604,780 +134,963%
Axa
146
Axa
France
$150M -$9.42M -163,440 -6%
AQR Capital Management
147
AQR Capital Management
Connecticut
$148M -$34.4M -597,321 -19%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$147M +$6.05M +105,015 +4%
SBAM
149
Santa Barbara Asset Management
California
$140M -$877K -15,229 -0.6%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$139M -$94.7M -1,642,807 -40%
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