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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 %
RFA
1601
Reilly Financial Advisors
California
$209K -$102K -1,782 -33%
VC
1602
Vicus Capital
Pennsylvania
$209K +$3.97K +69 +2%
FMP
1603
Financial Management Professionals
Texas
$208K – – –
VIMU
1604
Veritas Investment Management (UK)
United Kingdom
$206K – – –
FCB
1605
First Citizens Bancorporation
South Carolina
$205K -$887K -15,410 -81%
ACM
1606
Alta Capital Management
Utah
$204K -$2.87K -50 -1%
FCH
1607
Freestone Capital Holdings
Washington
$204K +$204K +3,538 New
NPPM
1608
North Point Portfolio Managers
Ohio
$203K – – –
CL
1609
Croft-Leominster
Maryland
$201K – – –
TRCT
1610
Tower Research Capital (TRC)
New York
$199K -$1.31M -22,682 -87%
AC
1611
Alexandria Capital
Virginia
$189K -$20.7K -359 -10%
AA
1612
Apriem Advisors
California
$180K +$58 +1 +0%
PLFAM
1613
Pineno Levin & Ford Asset Management
Virginia
$178K – – –
JFA
1614
JNBA Financial Advisors
Minnesota
$176K +$7.32K +127 +4%
SGC
1615
South Georgia Capital
Illinois
$175K – – –
VIA
1616
Vantage Investment Advisors
Pennsylvania
$161K +$12K +208 +8%
GAM
1617
Gemmer Asset Management
California
$159K +$4.55K +79 +3%
LIM
1618
Longfellow Investment Management
Massachusetts
$156K – – –
LCM
1619
Laurion Capital Management
New York
$156K +$156K +2,700 New
HPBT
1620
High Point Bank & Trust
North Carolina
$153K – – –
SC
1621
Saturna Capital
Washington
$152K – – –
BFEC
1622
Benjamin F. Edwards & Company
Missouri
$148K -$137K -2,368 -48%
HTHT
1623
Hemenway Trust Hemenway Trust
New Hampshire
$137K -$6.32K -110 -4%
RIA
1624
Regal Investment Advisors
Michigan
$130K +$34.1K +590 +36%
SCG
1625
Strategic Capital Group
Washington
$127K -$166K -2,865 -57%
63 64
65
66 67