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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 %
ACS
1501
Archford Capital Strategies
Illinois
$342K -$30.4K -527 -8%
MIS
1502
Morningstar Investment Services
Illinois
$341K +$20.1K +350 +6%
OAM
1503
Oberweis Asset Management
Illinois
$340K +$14.1K +244 +4%
LFR
1504
Lehman Financial Resources
Pennsylvania
$337K +$17.3K +300 +5%
AAM
1505
Augustine Asset Management
Florida
$334K – – –
RVP
1506
Relative Value Partners
Illinois
$331K – – –
FIM
1507
Freedom Investment Management
Connecticut
$330K +$41.8K +724 +14%
GC
1508
Gratry & Company
Ohio
$329K – – –
PWM
1509
ParenteBeard Wealth Management
Pennsylvania
$327K +$2.19K +38 +0.7%
BJ
1510
Brouwer & Janachowski
California
$324K +$461 +8 +0.1%
AIM
1511
Arcadia Investment Management
Michigan
$322K – – –
WCM
1512
Windsor Capital Management
Arizona
$322K +$27.9K +483 +9%
PSC
1513
Prentiss Smith & Co
Vermont
$319K – – –
SWM
1514
Segment Wealth Management
Texas
$319K +$19K +330 +6%
HR
1515
Howe & Rusling
New York
$317K -$121K -2,094 -28%
CAM
1516
ClariVest Asset Management
California
$316K -$19.3M -334,575 -98%
KFA
1517
Kelleher Financial Advisors
New York
$314K – – –
KFS
1518
Kurt F. Somerville
$311K – – –
CAW
1519
Cornerstone Advisors (Washington)
Washington
$310K +$1.67K +29 +0.5%
SEC
1520
Seven Eight Capital
New York
$309K +$309K +5,400 New
PAA
1521
Peregrine Asset Advisers
Oregon
$308K – – –
PCMC
1522
Paragon Capital Management (Colorado)
Colorado
$304K +$7.49K +130 +3%
HCM
1523
Hodges Capital Management
Texas
$303K – – –
UAS
1524
United Asset Strategies
New York
$302K -$8.89K -154 -3%
CAS
1525
CTC Alternative Strategies
Illinois
$300K – – –
59 60
61
62 63