JPM icon

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
$660M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
Citadel Advisors
Florida
$298M
4
BWA
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.84B
2
Franklin Resources
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
HPBT
1626
High Point Bank & Trust
North Carolina
$160K – – –
SC
1627
Saturna Capital
Washington
$159K – – –
JG
1628
Jefferies Group
New York
$148K -$277K -4,597 -65%
HTHT
1629
Hemenway Trust Hemenway Trust
New Hampshire
$144K – – –
SC
1630
SRB Corp
Massachusetts
$142K +$142K +2,360 New
RIA
1631
Regal Investment Advisors
Michigan
$139K +$3.02K +50 +2%
HF
1632
Hoxton Financial
West Virginia
$135K +$7.95K +132 +6%
HCM
1633
Horrell Capital Management
Arkansas
$123K – – –
SCA
1634
Strategic Capital Alternatives
United States
$121K +$121K +2,013 New
BBPWM
1635
Blue Bell Private Wealth Management
Pennsylvania
$119K – – –
PCTC
1636
Perkins Coie Trust Company
Washington
$112K +$97.9K +1,630 +694%
BCB
1637
Brian C. Broderick
$111K – – –
MAS
1638
Madden Advisory Services
Florida
$111K – – –
BC
1639
Blackhill Capital
New Jersey
$106K – – –
LWA
1640
Lenox Wealth Advisors
New York
$101K -$20K -333 -17%
TCM
1641
Tradewinds Capital Management
Washington
$98K – – –
BRWM
1642
B. Riley Wealth Management
Tennessee
$92K -$1.13M -18,922 -93%
TFO
1643
Tarbox Family Office
California
$83K +$5.75K +96 +7%
PFO
1644
Pathstone Family Office
New Jersey
$82K +$82K +1,362 New
CFSG
1645
Community Financial Services Group
Vermont
$80K +$44.1K +735 +123%
PCC
1646
Park Circle Company
Maryland
$78K – – –
VCM
1647
Vigilant Capital Management
Maine
$77K -$40.8K -681 -35%
AAC
1648
Asset Advisors Corp
Georgia
$74K -$29K -483 -28%
TCCM
1649
Timber Creek Capital Management
Massachusetts
$73K – – –
AIM
1650
Acuity Investment Management
Ontario, Canada
$66K -$36K -600 -35%
64 65
66
67 68