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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 %
CFN
1651
Cordasco Financial Network
Florida
$45K – – –
SA
1652
SRH Advisors
Kansas
$43K – – –
WCM
1653
Wealthcare Capital Management
Virginia
$42K – – –
TIM
1654
Tortoise Investment Management
New York
$41K +$1.14K +20 +3%
MUMSS
1655
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K -$54.5K -940 -58%
TFA
1656
Transamerica Financial Advisors
Florida
$38K -$169K -2,900 -82%
WAS
1657
Winch Advisory Services
Wisconsin
$37K -$1.2M -20,858 -97%
CFSG
1658
Community Financial Services Group
Vermont
$34K -$3.42K -60 -9%
IRS
1659
Invictus RG (Singapore)
Singapore
$30K -$170K -3,005 -85%
AFS
1660
Aft Forsyth & Sober
Florida
$30K – – –
PIM
1661
Parasol Investment Management
Illinois
$30K +$16K +281 +114%
NC
1662
NewSquare Capital
Pennsylvania
$28K – – –
DOA
1663
D'Orazio & Associates
Virginia
$28K – – –
AP
1664
Atwood & Palmer
Missouri
$27K -$352K -6,197 -93%
AWM
1665
Avior Wealth Management
Nebraska
$25K -$11.4K -200 -31%
TCM
1666
TD Capital Management
Tennessee
$25K +$170 +3 +0.7%
AFIA
1667
America First Investment Advisors
Nebraska
$22K -$23K -400 -51%
SAM
1668
Solaris Asset Management
New York
$17K – – –
EMA
1669
Efficient Market Advisors
California
$17K – – –
NHFG
1670
New Harbor Financial Group
Massachusetts
$17K – – –
DA
1671
Dunvegan Associates
California
$16K – – –
NMIS
1672
Northwestern Mutual Investment Services
Wisconsin
$16K +$5.82K +100 +57%
NFG
1673
Next Financial Group
Texas
$16K +$16K +284 New
MCM
1674
McKinley Capital Management
Alaska
$15K -$17.9M -320,303 -100%
SCP
1675
Syntal Capital Partners
Texas
$15K +$15K +262 New
65 66
67
68 69