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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 %
WAM
1701
Wolverine Asset Management
Illinois
– -$11.7M -203,138 Closed
FP
1702
Foundry Partners
Minnesota
– -$9.62M -166,890 Closed
GCM
1703
Graham Capital Management
Connecticut
– -$7.81M -135,600 Closed
MLIM
1704
Mountain Lake Investment Management
Florida
– -$6.01M -104,212 Closed
GCM
1705
Grisanti Capital Management
New York
– -$5.79M -100,468 Closed
CPS
1706
Counsel Portfolio Services
Ontario, Canada
– -$5.41M -93,860 Closed
LCM
1707
Lomas Capital Management
New York
– -$5.19M -90,000 Closed
Two Sigma Advisers
1708
Two Sigma Advisers
New York
– -$3.57M -62,017 Closed
KAH
1709
Kathryn A. Hall
– -$3.23M -56,110 Closed
MP
1710
Manifold Partners
California
– -$3.14M -54,447 Closed
ZCA
1711
Zeke Capital Advisors
Pennsylvania
– -$3.06M -53,065 Closed
Millennium Management
1712
Millennium Management
New York
– -$3.03M -52,600 Closed
HCC
1713
Hirtle Callaghan & Co
Pennsylvania
– -$1.97M -34,190 Closed
IP
1714
Interval Partners
New York
– -$1.27M -21,969 Closed
SM
1715
Salzhauer Michael
– -$1.19M -20,634 Closed
PP
1716
PDT Partners
New York
– -$1M -17,374 Closed
WC
1717
Wexford Capital
Florida
– -$919K -15,952 Closed
CCWA
1718
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$779K -13,526 Closed
ICM
1719
IMS Capital Management
Oregon
– -$637K -11,055 Closed
RGNCM
1720
R.G. Niederhoffer Capital Management
New York
– -$634K -11,000 Closed
SLF
1721
Sun Life Financial
Ontario, Canada
– -$538K -9,337 Closed
SAM
1722
Shikiar Asset Management
New York
– -$438K -7,600 Closed
HT
1723
HighTower Trust
Texas
– -$404K -7,006 Closed
CS
1724
Comerica Securities
Michigan
– -$359K -6,228 Closed
SCC
1725
Second Curve Capital
Pennsylvania
– -$288K -5,000 Closed
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