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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 %
NES
1476
New England Securities
New York
$396K -$6.1K -106 -2%
HA
1477
Hamel Associates
New Jersey
$393K -$31.7K -550 -7%
AIA
1478
Arbor Investment Advisors
North Carolina
$391K – – –
EVC
1479
Eidelman Virant Capital
Missouri
$386K – – –
OCM
1480
Osterweis Capital Management
California
$380K -$36.3K -630 -9%
RB
1481
Rodgers Brothers
Pennsylvania
$380K -$28.8K -500 -7%
LWI
1482
Long Wharf Investors
Massachusetts
$379K -$28.8K -499 -7%
MBE
1483
Michael B. Elefante
$379K -$3.17K -55 -0.8%
AGA
1484
Accuvest Global Advisors
Utah
$377K +$182K +3,160 +93%
EP
1485
Elkhorn Partners
Nebraska
$375K – – –
IA
1486
Icon Advisers
Colorado
$375K +$375K +6,500 New
CAL
1487
Capital Analysts LLC
Pennsylvania
$375K +$37.6K +652 +11%
BFA
1488
Beaumont Financial Advisors
Massachusetts
$369K – – –
HW
1489
Hancock Whitney
Mississippi
$368K -$4.79K -83 -1%
I2I
1490
Insight 2811 Inc
Illinois
$364K +$65.6K +1,138 +22%
FNBSF
1491
First National Bank Sioux Falls
South Dakota
$361K +$3.68K +64 +1%
BST
1492
Bath Savings Trust
Maine
$360K -$24.6K -428 -6%
CS
1493
Comerica Securities
Michigan
$359K +$16.6K +288 +5%
ASN
1494
Advisory Services Network
Georgia
$358K -$267K -4,631 -43%
NCMG
1495
NCM Capital Management Group
North Carolina
$354K -$147K -2,550 -29%
VCAM
1496
Valentine Capital Asset Management
California
$353K -$71.1K -1,233 -17%
WDA
1497
Wendell David Associates
New Hampshire
$352K -$3.54K -62 -1%
KWMG
1498
King Wealth Management Group
Florida
$352K +$81K +1,410 +30%
IAA
1499
Ironsides Asset Advisors
North Carolina
$352K +$352K +6,111 New
ZTNA
1500
Zions Trust National Association
Utah
$350K -$58K -1,007 -14%
58 59
60
61 62