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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 %
AI
1551
Accredited Investors
Minnesota
$268K +$462 +8 +0.2%
BRA
1552
Bender Robert & Associates
California
$264K +$10.7K +185 +4%
BFPW
1553
BOK Financial Private Wealth
Colorado
$263K – – –
IIC
1554
Ironwood Investment Counsel
Arizona
$263K +$2.66K +46 +1%
GJCM
1555
Grand Jean Capital Management
California
$261K +$261K +4,525 New
HCM
1556
Hengehold Capital Management
Ohio
$260K -$17.8K -308 -6%
GA
1557
Glenhill Advisors
New York
$259K -$239K -4,142 -48%
FGP
1558
Foyston, Gordon, & Payne
Ontario, Canada
$258K – – –
MCM
1559
Munder Capital Management
Michigan
$257K -$83.7K -1,455 -25%
BOS
1560
Bingham Osborn & Scarborough
California
$256K +$44.6K +773 +21%
RH
1561
Rayner & Haynor
California
$255K – – –
CAG
1562
Crestwood Advisors Group
Massachusetts
$255K +$635 +11 +0.2%
NFC
1563
Northeast Financial Consultants
Connecticut
$252K -$1.15K -20 -0.5%
CCA
1564
Conestoga Capital Advisors
Pennsylvania
$250K – – –
IMS
1565
Index Management Solutions
Pennsylvania
$249K +$138K +2,394 +124%
HH
1566
Hilltop Holdings
Texas
$248K -$133K -2,305 -35%
ORI
1567
Oak Ridge Investments
Illinois
$248K – – –
GT
1568
Greenleaf Trust
Michigan
$248K +$248K +4,298 New
B
1569
Bailard
California
$247K -$11.4K -200 -4%
CCB
1570
Cutter & Co Brokerage
Missouri
$247K – – –
RSVP
1571
Ramsay Stattman Vela & Price
Colorado
$246K – – –
LNB
1572
Ledyard National Bank
$245K +$5.99K +104 +3%
SOADOR
1573
State of Alaska Department of Revenue
Alaska
$244K +$19.6K +340 +9%
GSC
1574
Ground Swell Capital
South Carolina
$244K +$244K +4,240 New
STI
1575
Susquehanna Trust & Investment
Pennsylvania
$243K -$37.5K -650 -13%
61 62
63
64 65