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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
+$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$461M
3
State Street
State Street
Massachusetts
+$400M
4
ECU
Egerton Capital (UK)
United Kingdom
+$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$267M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$451M
2
SC
Sculptor Capital
New York
-$301M
3
Franklin Resources
Franklin Resources
California
-$282M
4
Bank of America
Bank of America
North Carolina
-$278M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
151
Aberdeen Asset Management
United Kingdom
$156M -$32.8M -524,733 -17%
PAMU
152
Pictet Asset Management (UK)
United Kingdom
$151M +$9.51M +151,910 +7%
CLM
153
ClearBridge LLC (Maryland)
Maryland
$150M -$8.96M -143,170 -6%
PAM
154
Panagora Asset Management
Massachusetts
$148M -$1.13M -18,063 -0.8%
RJA
155
Raymond James & Associates
Florida
$147M +$30M +479,148 +26%
SBAM
156
Santa Barbara Asset Management
California
$146M -$5.71M -91,215 -4%
RFS
157
Rockefeller Financial Services
New York
$146M -$937K -14,976 -0.6%
AII
158
AGF Investments Inc
Ontario, Canada
$144M +$3.47M +55,436 +2%
Stifel Financial
159
Stifel Financial
Missouri
$143M +$73M +1,166,078 +104%
CGT
160
Capital Guardian Trust
California
$142M -$3.12M -49,924 -2%
NRECA
161
National Rural Electric Cooperative Association
Virginia
$141M – – –
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$139M -$1.6M -25,612 -1%
TGA
163
Trilogy Global Advisors
Florida
$136M -$2.28M -36,482 -2%
Korea Investment Corp
164
Korea Investment Corp
South Korea
$136M -$6.8M -108,600 -5%
M&T Bank
165
M&T Bank
New York
$135M +$3.74M +59,828 +3%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$134M -$7.04M -112,500 -5%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$133M -$1.79M -28,559 -1%
Westfield Capital Management
168
Westfield Capital Management
Massachusetts
$132M +$146K +2,335 +0.1%
USSCPF
169
United States Steel & Carnegie Pension Fund
New York
$132M – – –
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$131M +$1.32M +21,055 +1%
MCM
171
Marsico Capital Management
Colorado
$131M +$131M +2,099,935 New
RFC
172
Regions Financial Corp
Alabama
$131M -$16.9M -270,120 -11%
Mawer Investment Management
173
Mawer Investment Management
Alberta, Canada
$130M -$6.32M -96,609 -5%
SI
174
Sentry Investments
Ontario, Canada
$128M +$10.9M +174,720 +9%
CNB
175
City National Bank
California
$128M -$3.17M -50,673 -2%
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