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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 %
AW
1476
Alpha Windward
Massachusetts
$411K -$8.02K -133 -2%
HA
1477
Hamel Associates
New Jersey
$411K – – –
EVC
1478
Eidelman Virant Capital
Missouri
$404K – – –
OCM
1479
Osterweis Capital Management
California
$398K – – –
AIM
1480
Allen Investment Management
New York
$397K +$397K +6,595 New
KPCM
1481
Kings Point Capital Management
New York
$394K -$48.2K -800 -11%
CC
1482
Capital Counsel
New York
$393K -$42.1K -700 -10%
EP
1483
Elkhorn Partners
Nebraska
$392K – – –
BO
1484
Bank OZK
Arkansas
$391K -$142K -2,365 -27%
AP
1485
Atwood & Palmer
Missouri
$391K +$362K +6,012 +1,266%
MBE
1486
Michael B. Elefante
$389K -$6.62K -110 -2%
FPCG
1487
Fort Pitt Capital Group
Pennsylvania
$389K +$389K +6,447 +92,100%
AIA
1488
Arbor Investment Advisors
North Carolina
$387K -$22.3K -370 -5%
BFA
1489
Beaumont Financial Advisors
Massachusetts
$386K – – –
RB
1490
Rodgers Brothers
Pennsylvania
$385K -$12K -200 -3%
HW
1491
Hancock Whitney
Mississippi
$384K – – –
GSC
1492
Ground Swell Capital
South Carolina
$382K +$127K +2,102 +50%
IAA
1493
Ironsides Asset Advisors
North Carolina
$380K +$11.6K +193 +3%
GJCM
1494
Grand Jean Capital Management
California
$379K +$107K +1,770 +39%
FNBSF
1495
First National Bank Sioux Falls
South Dakota
$376K -$2.17K -36 -0.6%
FIM
1496
Freedom Investment Management
Connecticut
$372K +$27.7K +460 +8%
NCMG
1497
NCM Capital Management Group
North Carolina
$370K – – –
WDA
1498
Wendell David Associates
New Hampshire
$370K – – –
KWMG
1499
King Wealth Management Group
Florida
$370K +$1.56K +26 +0.4%
PCM
1500
Prelude Capital Management
New York
$370K +$70.6K +1,174 +24%
58 59
60
61 62