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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 %
CAG
1551
Crestwood Advisors Group
Massachusetts
$290K +$24.1K +400 +9%
SIG
1552
Sky Investment Group
Connecticut
$290K +$290K +4,808 New
IIC
1553
Ironwood Investment Counsel
Arizona
$287K +$12.2K +202 +4%
CYG
1554
Clean Yield Group
Vermont
$285K – – –
IMS
1555
Index Management Solutions
Pennsylvania
$285K +$24.4K +405 +9%
SAM
1556
SignalPoint Asset Management
Missouri
$283K -$30.1K -499 -10%
BAM
1557
Brave Asset Management
New Jersey
$283K – – –
CCB
1558
Cutter & Co Brokerage
Missouri
$282K +$23.5K +389 +9%
MBT
1559
Montecito Bank & Trust
California
$281K -$14.9K -248 -5%
LNB
1560
Ledyard National Bank
$281K +$25.1K +417 +10%
WWM
1561
Willingdon Wealth Management
North Carolina
$280K -$1.76M -29,235 -86%
AI
1562
Accredited Investors
Minnesota
$280K +$543 +9 +0.2%
UAS
1563
United Asset Strategies
New York
$279K -$35.7K -593 -11%
FWM
1564
Focused Wealth Management
New York
$278K +$51K +847 +22%
PL
1565
Plancorp LLC
Missouri
$277K +$277K +4,600 New
BI
1566
Boulegeris Investments
Georgia
$276K +$276K +4,575 New
BFPW
1567
BOK Financial Private Wealth
Colorado
$275K – – –
HCM
1568
Hengehold Capital Management
Ohio
$271K – – –
FGP
1569
Foyston, Gordon, & Payne
Ontario, Canada
$269K – – –
BRA
1570
Bender Robert & Associates
California
$267K -$9.04K -150 -3%
RH
1571
Rayner & Haynor
California
$267K – – –
NFC
1572
Northeast Financial Consultants
Connecticut
$264K +$722 +12 +0.3%
CCA
1573
Conestoga Capital Advisors
Pennsylvania
$262K – – –
ORI
1574
Oak Ridge Investments
Illinois
$260K – – –
RSVP
1575
Ramsay Stattman Vela & Price
Colorado
$260K +$3.01K +50 +1%
61 62
63
64 65