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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
1
AJO LP
Pennsylvania
$660M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
3
Citadel Advisors
Florida
$298M
4
BWA
4
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.84B
2
Franklin Resources
2
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMC
126
NWQ Investment Management Company
California
$191M -$13.5M -228,223 -7%
Loomis, Sayles & Company
127
Loomis, Sayles & Company
Massachusetts
$190M -$9.12M -151,447 -5%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$183M -$2.95M -49,000 -2%
FMI
129
Factory Mutual Insurance
Massachusetts
$183M -$410K -6,800 -0.2%
Federated Hermes
130
Federated Hermes
Pennsylvania
$182M +$1.26M +20,850 +0.7%
AAM
131
Aberdeen Asset Management
United Kingdom
$181M -$16.9M -280,196 -9%
Brown Advisory
132
Brown Advisory
Maryland
$180M +$14.1M +234,176 +8%
PI
133
PGGM Investments
Netherlands
$180M +$5.69M +94,527 +3%
WHG
134
Westwood Holdings Group
Texas
$176M -$24.9M -412,558 -12%
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$175M +$9.7M +161,053 +6%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$174M -$8.26M -137,197 -5%
Credit Agricole
137
Credit Agricole
France
$173M +$52.8M +877,249 +44%
Axa
138
Axa
France
$171M +$14M +232,816 +9%
RL
139
Ruffer LLP
United Kingdom
$167M -$82.6M -1,370,559 -33%
Aviva
140
Aviva
United Kingdom
$166M +$1.28M +21,294 +0.8%
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
$166M +$104M +1,730,847 +169%
GIA
142
Gateway Investment Advisers
Ohio
$166M -$4.96M -82,285 -3%
EAM
143
Edge Asset Management
Washington
$164M +$2.41M +40,000 +1%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$164M -$2.05M -33,994 -1%
KeyBank National Association
145
KeyBank National Association
Ohio
$158M -$2.08M -34,469 -1%
CI Investments Inc
146
CI Investments Inc
Ontario, Canada
$158M +$949K +15,760 +0.6%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$155M +$1.28M +21,275 +0.8%
CLM
148
ClearBridge LLC (Maryland)
Maryland
$153M -$13.1M -217,960 -8%
AQR Capital Management
149
AQR Capital Management
Connecticut
$152M -$3.12M -51,849 -2%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$147M +$1.15M +19,053 +0.8%
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6
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