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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
1
AJO LP
Pennsylvania
$660M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
3
Citadel Advisors
Florida
$298M
4
BWA
4
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.84B
2
Franklin Resources
2
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
SBAM
151
Santa Barbara Asset Management
California
$146M -$480K -7,964 -0.3%
AIM
152
abrdn Investment Management
United Kingdom
$146M +$79.9M +1,326,667 +121%
CA
153
Cortland Advisers
Delaware
$145M – – –
PAM
154
Panagora Asset Management
Massachusetts
$144M -$31M -515,149 -18%
RFC
155
Regions Financial Corp
Alabama
$142M -$55.8K -927 -0%
OTPPB
156
Ontario Teachers' Pension Plan Board
Ontario, Canada
$142M +$3.21M +53,307 +2%
RFS
157
Rockefeller Financial Services
New York
$141M +$7.14M +118,533 +5%
CGT
158
Capital Guardian Trust
California
$139M -$3.92M -65,002 -3%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$138M -$66.3K -1,100 -0%
PAMU
160
Pictet Asset Management (UK)
United Kingdom
$136M -$1.95M -32,294 -1%
NRECA
161
National Rural Electric Cooperative Association
Virginia
$136M – – –
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$136M -$3.45M -57,351 -2%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$136M -$1.17M -19,361 -0.9%
AII
164
AGF Investments Inc
Ontario, Canada
$135M +$2.8M +46,334 +2%
TGA
165
Trilogy Global Advisors
Florida
$133M -$40.8M -677,124 -23%
SG Americas Securities
166
SG Americas Securities
New York
$132M +$62.2M +1,032,720 +89%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$130M -$2.65M -44,048 -2%
Victory Capital Management
168
Victory Capital Management
Texas
$129M -$19.9K -331 -0%
CM
169
CS McKee
Pennsylvania
$128M -$9.23M -153,290 -7%
Westfield Capital Management
170
Westfield Capital Management
Massachusetts
$127M +$21.2M +351,241 +20%
USSCPF
171
United States Steel & Carnegie Pension Fund
New York
$127M – – –
M&T Bank
172
M&T Bank
New York
$126M +$102M +1,691,488 +424%
CNB
173
City National Bank
California
$126M +$1.97M +32,676 +2%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$125M -$410K -6,812 -0.3%
Mawer Investment Management
175
Mawer Investment Management
Alberta, Canada
$125M +$6.31M +104,698 +5%
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