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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 %
HF
1626
Hoxton Financial
West Virginia
$122K +$69.1K +1,196 +131%
HCM
1627
Horrell Capital Management
Arkansas
$118K – – –
BBPWM
1628
Blue Bell Private Wealth Management
Pennsylvania
$114K -$8.57K -149 -7%
VCM
1629
Vigilant Capital Management
Maine
$113K -$16.4K -286 -13%
LWA
1630
Lenox Wealth Advisors
New York
$112K +$38.6K +693 +53%
BCB
1631
Brian C. Broderick
$106K – – –
MAS
1632
Madden Advisory Services
Florida
$106K – – –
KLWA
1633
Kelly Lawrence W & Associates
California
$104K – – –
BC
1634
Blackhill Capital
New Jersey
$101K – – –
AAC
1635
Asset Advisors Corp
Georgia
$99K +$51K +883 +106%
AIM
1636
Acuity Investment Management
Ontario, Canada
$98K -$698K -12,100 -88%
CAL
1637
Capital Advisors Ltd
Ohio
$97K – – –
TCM
1638
Tradewinds Capital Management
Washington
$94K -$21.5K -374 -19%
ACM
1639
Antonetti Capital Management
Florida
$92K -$11.5K -200 -11%
HCP
1640
Holt Capital Partners
Texas
$86K – – –
GGPS
1641
Gary Goldberg Planning Services
New York
$86K +$23.9K +414 +38%
PCC
1642
Park Circle Company
Maryland
$75K +$75K +1,300 New
TFO
1643
Tarbox Family Office
California
$74K -$7.87K -137 -10%
TCCM
1644
Timber Creek Capital Management
Massachusetts
$70K – – –
TCM
1645
Tributary Capital Management
Nebraska
$64K +$64K +1,110 New
AA
1646
AlphaMark Advisors
Kentucky
$63K -$66.7K -1,148 -51%
FWC
1647
First Washington Corp
Washington
$58K – – –
MSFP
1648
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
SFPIA
1649
Stevens First Principles Investment Advisors
California
$52K -$46.2K -800 -47%
JT
1650
Jump Trading
Illinois
$50K +$31.4K +540 +169%
64 65
66
67 68