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JPMorgan Chase
JPM

Overview Fund Activity

1,722 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 716 increasing their positions, 721 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
49.77%
Holding in Top 10
430
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+6.7%
% of All Funds
12.43%
New
100
Increased
716
Reduced
721
Closed
87
Calls
$2.51B
Puts
$1.94B
Net Calls
+$572M
Net Calls Change
+$1.08B

Top Buyers

1
Capital World Investors
Capital World Investors
California
$6.01B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
Dodge & Cox
California
$1.06B
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
Citigroup
Citigroup
New York
$227M
3
Invesco
Invesco
Georgia
$2.28B
4
Goldman Sachs
Goldman Sachs
New York
$1.42B
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1701
Solaris Asset Management
New York
$18K – – –
EMA
1702
Efficient Market Advisors
California
$18K – – –
NHFG
1703
New Harbor Financial Group
Massachusetts
$18K – – –
DA
1704
Dunvegan Associates
California
$16K +$16K +270 New
PIM
1705
Parasol Investment Management
Illinois
$15K – – –
PCTC
1706
Perkins Coie Trust Company
Washington
$14K – – –
OSAM
1707
O'Shaughnessy Asset Management
Connecticut
$13K +$972 +16 +8%
PFG
1708
Pacific Financial Group
Washington
$11K – – –
NMIS
1709
Northwestern Mutual Investment Services
Wisconsin
$11K +$11K +175 New
IC
1710
IKOS CIF
Cyprus
$11K +$11K +178 New
FIG
1711
Fusion Investment Group
Pennsylvania
$10K -$1.33M -22,089 -99%
NIM
1712
NuWave Investment Management
New Jersey
$8K -$8.06K -134 -50%
HP
1713
Hikari Power
Japan
$5.28K +$5.28K +87,000 New
BWFA
1714
Baltimore-Washington Financial Advisors
Maryland
$4K – – –
BCMIO
1715
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$610 +9 +18%
TT
1716
Tiedemann Trust
Delaware
$3.21K +$3.06K +190,403 +2,016%
CFA
1717
Camarda Financial Advisors
Florida
$3K – – –
MIM
1718
Macroview Investment Management
Maryland
$2K +$2K +35 New
SMG
1719
Spectrum Management Group
Indiana
$1K – – –
IFA
1720
Interactive Financial Advisors
Illinois
$1K +$1K +15 New
FPCG
1721
Fort Pitt Capital Group
Pennsylvania
$371 +$62 +1 +20%
BRA
1722
Bender Robert & Associates
California
$267 -$11 -180 -4%
IC
1723
Institutional Capital
Illinois
– -$545M -9,327,291 Closed
DCM
1724
Discovery Capital Management
Connecticut
– -$302M -5,157,352 Closed
HCM
1725
Highfields Capital Management
Massachusetts
– -$168M -2,870,000 Closed
67 68
69
70 71