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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 %
AL
1501
Airain Ltd
Guernsey
$367K -$4.57M -76,035 -93%
ZTNA
1502
Zions Trust National Association
Utah
$366K – – –
LC
1503
Lourd Capital
California
$366K +$65.8K +1,092 +22%
BOS
1504
Bingham Osborn & Scarborough
California
$366K +$98.8K +1,642 +37%
CWA
1505
Constellation Wealth Advisors
New York
$361K +$121K +2,000 +50%
OAM
1506
Oberweis Asset Management
Illinois
$356K +$241 +4 +0.1%
CAM
1507
ClariVest Asset Management
California
$354K +$24.3K +405 +7%
LFR
1508
Lehman Financial Resources
Pennsylvania
$352K – – –
AAM
1509
Augustine Asset Management
Florida
$349K – – –
HH
1510
Hilltop Holdings
Texas
$349K +$89.5K +1,487 +34%
SWA
1511
SFMG Wealth Advisors
Texas
$347K +$347K +5,767 New
GC
1512
Gratry & Company
Ohio
$344K – – –
ACS
1513
Archford Capital Strategies
Illinois
$341K -$16.6K -276 -5%
STI
1514
Susquehanna Trust & Investment
Pennsylvania
$341K +$86.4K +1,430 +34%
DR
1515
Davis Rea
Ontario, Canada
$338K -$3.01M -50,000 -90%
BJ
1516
Brouwer & Janachowski
California
$338K – – –
AIM
1517
Arcadia Investment Management
Michigan
$337K – – –
PSC
1518
Prentiss Smith & Co
Vermont
$333K – – –
PIA
1519
Peachtree Investment Advisors
Georgia
$333K +$20.2K +335 +6%
HR
1520
Howe & Rusling
New York
$332K +$844 +14 +0.3%
VCAM
1521
Valentine Capital Asset Management
California
$330K -$39.2K -650 -11%
WMC
1522
Westwood Management Corporation
Illinois
$329K -$316K -5,252 -49%
HCM
1523
Hodges Capital Management
Texas
$328K +$12K +200 +4%
KFS
1524
Kurt F. Somerville
$325K – – –
BST
1525
Bath Savings Trust
Maine
$324K -$53.2K -883 -14%
59 60
61
62 63