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

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$227M
3
Invesco
3
Invesco
Georgia
$2.28B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.42B
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
151
KeyBank National Association
Ohio
$162M -$5.87M -96,622 -3%
Aviva
152
Aviva
United Kingdom
$155M -$2.99M -49,293 -2%
LBG
153
Lloyds Banking Group
United Kingdom
$155M -$1.42M -23,464 -0.9%
Citadel Advisors
154
Citadel Advisors
Florida
$155M -$90.7M -1,493,872 -37%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$154M -$34M -559,248 -18%
Brown Advisory
156
Brown Advisory
Maryland
$150M +$49.3M +812,044 +49%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$149M -$8.69M -143,131 -6%
SBAM
158
Santa Barbara Asset Management
California
$149M -$2.01M -33,156 -1%
CGT
159
Capital Guardian Trust
California
$148M -$12.3M -201,940 -8%
ASC
160
Atalanta Sosnoff Capital
New York
$148M +$1.47M +24,281 +1%
CA
161
Cortland Advisers
Delaware
$146M -$39.5M -650,000 -21%
SCCM
162
Schafer Cullen Capital Management
New York
$145M -$2.8M -46,084 -2%
SG Americas Securities
163
SG Americas Securities
New York
$145M -$217M -3,575,549 -60%
Korea Investment Corp
164
Korea Investment Corp
South Korea
$145M -$15.7M -258,900 -10%
CM
165
CS McKee
Pennsylvania
$143M -$19.2M -316,497 -12%
RFC
166
Regions Financial Corp
Alabama
$142M -$1.4M -23,095 -1%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$141M -$1.08M -17,716 -0.8%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$140M -$1.16M -19,079 -0.8%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$138M +$3.98M +65,591 +3%
N
170
Natixis
France
$138M -$17.2M -284,071 -11%
Victory Capital Management
171
Victory Capital Management
Texas
$134M -$40.3M -664,393 -23%
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$133M -$222M -3,657,443 -63%
NRECA
173
National Rural Electric Cooperative Association
Virginia
$132M – – –
FCAM
174
F&C Asset Management
United Kingdom
$130M -$1.99M -32,774 -2%
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$128M -$13M -214,829 -9%
5 6
7
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