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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
$3.47B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
Davis Selected Advisers
Arizona
$641M
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
$11.1B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
MCM
Moore Capital Management
New York
$1.46M
5
TCIM
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
1576
American Research & Management Company
Massachusetts
$242K -$5.77K -100 -2%
BCM
1577
Brookstone Capital Management
Illinois
$242K -$2.37K -41 -1%
CHAM
1578
Clear Harbor Asset Management
Connecticut
$242K – – –
SAS
1579
Spectrum Advisory Services
Georgia
$238K – – –
FCIM
1580
Fairview Capital Investment Management
California
$235K – – –
WG
1581
Welch Group
Alabama
$235K +$58 +1 +0%
RWM
1582
Rench Wealth Management
Texas
$231K -$9.05K -157 -4%
FNBOH
1583
First National Bank of Hutchinson
Kansas
$231K – – –
AFG
1584
Albion Financial Group
Utah
$231K – – –
CWA
1585
Constellation Wealth Advisors
New York
$230K -$1.03M -17,819 -82%
BCM
1586
Blenheim Capital Management
New Jersey
$230K +$230K +4,000 New
MKC
1587
M. Kraus & Co
Vermont
$228K – – –
PWM
1588
Perigon Wealth Management
California
$228K +$228K +3,957 New
RCWMU
1589
Rothschild & Co Wealth Management (UK)
United Kingdom
$226K – – –
AMG
1590
Asset Management Group
Connecticut
$225K +$225K +3,913 New
TCB
1591
Texas Capital Bancshares
Texas
$219K – – –
FWM
1592
Focused Wealth Management
New York
$217K +$5.82K +101 +3%
HHAM
1593
HITE Hedge Asset Management
Massachusetts
$217K +$11K +190 +5%
NFG
1594
Nadler Financial Group
Illinois
$215K -$23.7K -411 -10%
IIM
1595
Ironwood Investment Management
Massachusetts
$214K – – –
TBA
1596
Train Babcock Advisors
New York
$213K – – –
IHL
1597
Investment House LLC
California
$213K – – –
RMC
1598
Regis Management Company
California
$212K – – –
MSR
1599
Main Street Research
Connecticut
$212K +$212K +3,676 New
WA
1600
WealthTrust Axiom
Pennsylvania
$210K – – –
62 63
64
65 66