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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 %
WKA
1526
Wilson Kemp & Associates
Michigan
$323K -$237K -3,925 -42%
CAW
1527
Cornerstone Advisors (Washington)
Washington
$321K -$3.01K -50 -0.9%
PAA
1528
Peregrine Asset Advisers
Oregon
$321K – – –
RCM
1529
Reynolds Capital Management
Nevada
$319K +$319K +5,300 New
PCMC
1530
Paragon Capital Management (Colorado)
Colorado
$318K – – –
KFA
1531
Kelleher Financial Advisors
New York
$317K -$12.1K -200 -4%
IWC
1532
Integrated Wealth Counsel
California
$316K -$567K -9,410 -64%
SNBOSD
1533
Security National Bank of So Dak
Iowa
$315K +$19.9K +330 +7%
SWM
1534
Segment Wealth Management
Texas
$314K -$19.6K -325 -6%
WCM
1535
Windsor Capital Management
Arizona
$313K -$23.3K -386 -7%
DDC
1536
DF Dent & Co
Maryland
$311K – – –
BWP
1537
BSW Wealth Partners
Colorado
$311K +$311K +5,156 New
GIP
1538
Granite Investment Partners
California
$310K – – –
MA
1539
Marshwinds Advisory
Georgia
$305K -$3.38K -56 -1%
PGA
1540
Portland Global Advisors
Maine
$303K – – –
RVP
1541
Relative Value Partners
Illinois
$301K -$45.2K -750 -13%
YMRC
1542
Yorktown Management & Research Company
Virginia
$301K – – –
HAIM
1543
Hunter Associates Investment Management
Pennsylvania
$297K – – –
CAI
1544
Capital Advisors Inc
Oklahoma
$296K +$8.01K +133 +3%
LCM
1545
Lucas Capital Management
New Jersey
$296K -$6.03K -100 -2%
ACPU
1546
Arrowgrass Capital Partners (US)
Delaware
$293K +$293K +4,866 New
GT
1547
Greenleaf Trust
Michigan
$292K +$33.3K +553 +13%
AGA
1548
Accuvest Global Advisors
Utah
$291K -$103K -1,715 -26%
LWM
1549
Lenox Wealth Management
Ohio
$290K -$6.21K -103 -2%
DSAM
1550
Dock Street Asset Management
Florida
$290K – – –
60 61
62
63 64