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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 %
AA
1651
AlphaMark Advisors
Kentucky
$65K – – –
MUMSS
1652
Mitsubishi UFJ Morgan Stanley Securities
Japan
$64K +$22.7K +380 +55%
SGC
1653
South Georgia Capital
Illinois
$62K -$120K -2,000 -66%
FWC
1654
First Washington Corp
Washington
$61K – – –
FNYS
1655
First New York Securities
New York
$60.2K +$60.2K +1,000 New
MSFP
1656
Mark Sheptoff Financial Planning
Connecticut
$60K – – –
WCM
1657
Wealthcare Capital Management
Virginia
$54K +$10.2K +168 +23%
TFA
1658
Transamerica Financial Advisors
Florida
$52K +$12.3K +201 +31%
CFN
1659
Cordasco Financial Network
Florida
$47K – – –
NG
1660
NatWest Group
United Kingdom
$46.6K +$1K +16,651 +2%
SA
1661
SRH Advisors
Kansas
$45K – – –
TIM
1662
Tortoise Investment Management
New York
$42K -$1.2K -20 -3%
WAS
1663
Winch Advisory Services
Wisconsin
$39K +$241 +4 +0.6%
AFS
1664
Aft Forsyth & Sober
Florida
$32K – – –
PIM
1665
Parasol Investment Management
Illinois
$32K – – –
NC
1666
NewSquare Capital
Pennsylvania
$29K – – –
DOA
1667
D'Orazio & Associates
Virginia
$29K – – –
AWM
1668
Avior Wealth Management
Nebraska
$27K – – –
TCM
1669
TD Capital Management
Tennessee
$27K +$182 +3 +0.7%
VVP
1670
Vulcan Value Partners
Alabama
$24K +$24K +400 New
AFIA
1671
America First Investment Advisors
Nebraska
$23K – – –
UB
1672
UMB Bank
Missouri
$21.3K -$2.63K -43,621 -11%
SAM
1673
Solaris Asset Management
New York
$18K – – –
EMA
1674
Efficient Market Advisors
California
$18K – – –
DA
1675
Dunvegan Associates
California
$16K – – –
65 66
67
68 69