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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
1
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
3
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
MCM
4
Moore Capital Management
New York
$1.46M
5
TCIM
5
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cortland Advisers
Delaware
$138M – – –
CGT
152
Capital Guardian Trust
California
$137M -$3.67M -63,629 -3%
RFC
153
Regions Financial Corp
Alabama
$136M +$1.07M +18,533 +0.8%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$133M -$13.3M -231,050 -9%
OTPPB
155
Ontario Teachers' Pension Plan Board
Ontario, Canada
$133M -$76.2M -1,323,033 -37%
PAMU
156
Pictet Asset Management (UK)
United Kingdom
$132M +$30M +520,006 +29%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$132M -$5.67M -98,400 -4%
CM
158
CS McKee
Pennsylvania
$131M -$4.51M -78,321 -3%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$131M -$2.87M -49,813 -2%
NRECA
160
National Rural Electric Cooperative Association
Virginia
$130M +$4.9M +85,000 +4%
RFS
161
Rockefeller Financial Services
New York
$128M +$16.5M +286,905 +15%
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$127M -$6.28M -109,015 -5%
AII
163
AGF Investments Inc
Ontario, Canada
$127M +$5.36M +93,002 +4%
CC
164
Carlson Capital
Texas
$126M +$19.4M +336,990 +18%
Victory Capital Management
165
Victory Capital Management
Texas
$124M -$3.16M -54,898 -2%
USSCPF
166
United States Steel & Carnegie Pension Fund
New York
$121M +$31.7M +550,000 +35%
BCIM
167
British Columbia Investment Management
British Columbia, Canada
$120M -$1.28M -22,140 -1%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$120M +$392K +6,803 +0.3%
BGC
169
Beutel, Goodman & Co
Ontario, Canada
$119M +$119M +2,212,281 New
CNB
170
City National Bank
California
$118M +$40.7M +706,460 +52%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$117M -$14.2M -246,532 -11%
FAM
172
Fred Alger Management
New York
$116M -$64.9M -1,126,743 -36%
CI
173
Cincinnati Insurance
Ohio
$116M – – –
LCS
174
Levin Capital Strategies
New York
$116M +$3.53M +61,316 +3%
SB
175
Suntrust Banks
Georgia
$116M -$80.4M -1,395,114 -41%
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