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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 %
PIA
1526
Peachtree Investment Advisors
Georgia
$299K -$31.7K -550 -10%
SAM
1527
SignalPoint Asset Management
Missouri
$299K -$10K -174 -3%
DDC
1528
DF Dent & Co
Maryland
$298K -$44.4K -770 -13%
GIP
1529
Granite Investment Partners
California
$297K -$363K -6,290 -55%
MA
1530
Marshwinds Advisory
Georgia
$295K -$19.7K -341 -6%
CBT
1531
Central Bank & Trust
Kentucky
$295K +$11.2K +191 +4%
HB
1532
Homrich & Berg
Georgia
$295K +$65.8K +1,141 +29%
PGA
1533
Portland Global Advisors
Maine
$290K -$17.4K -302 -6%
LCM
1534
Lucas Capital Management
New Jersey
$289K +$7.15K +124 +3%
YMRC
1535
Yorktown Management & Research Company
Virginia
$288K – – –
SCC
1536
Second Curve Capital
Pennsylvania
$288K +$288K +5,000 New
PCM
1537
Prelude Capital Management
New York
$287K -$23K -399 -7%
LC
1538
Lourd Capital
California
$287K +$5.87K +102 +2%
HAIM
1539
Hunter Associates Investment Management
Pennsylvania
$284K +$22.7K +394 +9%
SC
1540
Saiers Capital
New York
$283K -$523K -9,084 -65%
LWM
1541
Lenox Wealth Management
Ohio
$283K -$54.2K -941 -16%
MBT
1542
Montecito Bank & Trust
California
$283K +$17.1K +296 +6%
SNBOSD
1543
Security National Bank of So Dak
Iowa
$282K – – –
DSAM
1544
Dock Street Asset Management
Florida
$278K – – –
PFS
1545
Prospera Financial Services
Texas
$276K +$276K +4,794 New
YP
1546
Yellowstone Partners
Idaho
$276K +$276K +4,797 New
CAI
1547
Capital Advisors Inc
Oklahoma
$276K -$238K -4,128 -46%
CYG
1548
Clean Yield Group
Vermont
$273K +$73.1K +1,268 +37%
BAM
1549
Brave Asset Management
New Jersey
$270K – – –
LCM
1550
LVM Capital Management
Michigan
$269K +$2.3K +40 +0.9%
60 61
62
63 64