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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 %
PCTC
1676
Perkins Coie Trust Company
Washington
$14K – – –
S
1677
SignatureFD
Georgia
$12K -$89.4K -1,565 -88%
Group One Trading
1678
Group One Trading
Illinois
$12K +$12K +200 New
NIM
1679
NuWave Investment Management
New Jersey
$11K +$3.26K +56 +42%
FIG
1680
Fusion Investment Group
Pennsylvania
$10K – – –
ST
1681
SpiderRock Trading
Illinois
$10K – – –
PO
1682
Private Ocean
California
$9K +$9K +150 New
VAM
1683
Visionary Asset Management
Texas
$6K +$6K +103 New
AWCI
1684
Alpine Woods Capital Investors
New York
$5.38K -$92 -1,600 -2%
OSAM
1685
O'Shaughnessy Asset Management
Connecticut
$3K -$9.84K -164 -77%
BCMIO
1686
Beacon Capital Management Inc (Ohio)
Ohio
$3K -$540 -9 -15%
BWFA
1687
Baltimore-Washington Financial Advisors
Maryland
$3K – – –
CFA
1688
Camarda Financial Advisors
Florida
$2K – – –
MIM
1689
Macroview Investment Management
Maryland
$2K – – –
PMAM
1690
Picton Mahoney Asset Management
Ontario, Canada
$1.56K +$1.56K +27,100 New
NDSI
1691
Newman Dignan & Sheerar Inc
Rhode Island
$1.05K -$203 -3,516 -16%
SMG
1692
Spectrum Management Group
Indiana
$1K – – –
FPCG
1693
Fort Pitt Capital Group
Pennsylvania
$429 +$61 +1 +17%
Winslow Capital Management
1694
Winslow Capital Management
Minnesota
– -$340M -5,606,311 Closed
AM
1695
Appaloosa Management
Florida
– -$72.4M -1,192,600 Closed
Renaissance Technologies
1696
Renaissance Technologies
New York
– -$55.8M -919,586 Closed
PC
1697
PointState Capital
New York
– -$43.7M -720,000 Closed
OAM
1698
Origin Asset Management
United Kingdom
– -$42.6M -701,196 Closed
DKCM
1699
Davidson Kempner Capital Management
New York
– -$28.6M -471,000 Closed
FAG
1700
Financial Advisory Group
Texas
– -$21.5M -461,292 Closed
66 67
68
69 70