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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
MCM
Moore Capital Management
New York
$1.46M
5
TCIM
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1726
SAC Capital Advisors
Connecticut
– -$1.89M -31,103 Closed
CCM
1727
Corsair Capital Management
New York
– -$1.85M -30,536 Closed
CC
1728
Cipher Capital
New York
– -$1.74M -28,691 Closed
HH
1729
HWG Holdings
Texas
– -$1.54M -25,390 Closed
SI
1730
Standard Investments
New York
– -$1.52M -24,989 Closed
MPA
1731
Marvin & Palmer Associates
Delaware
– -$977K -16,100 Closed
IPRC
1732
Indices-Pac Research Corporation
New Jersey
– -$868K -14,297 Closed
JWA
1733
JFS Wealth Advisors
Pennsylvania
– -$800K -13,177 Closed
BFG
1734
Beacon Financial Group
Texas
– -$729K -12,141 Closed
PNAA
1735
Pictet North America Advisors
Switzerland
– -$721K -11,872 Closed
NCIM
1736
New Century Investment Management
Michigan
– -$714K -11,755 Closed
NBC
1737
Neuberger Berman Canada
Ontario, Canada
– -$686K -11,300 Closed
RI
1738
Redwood Investments
Massachusetts
– -$610K -10,048 Closed
PAM
1739
Premier Asset Management
Illinois
– -$558K -9,200 Closed
TIP
1740
Torray Investment Partners
Maryland
– -$528K -8,700 Closed
VF
1741
Virtu Financial
New York
– -$400K -6,595 Closed
MSU
1742
Maple Securities USA
New Jersey
– -$399K -6,571 Closed
FWCM
1743
First Western Capital Management
California
– -$395K -6,500 Closed
GCA
1744
Gideon Capital Advisors
New York
– -$393K -6,475 Closed
Marshall Wace
1745
Marshall Wace
United Kingdom
– -$393K -6,468 Closed
FPCP
1746
Fort Point Capital Partners
California
– -$333K -5,534 Closed
CG
1747
Clinton Group
New York
– -$336K -5,527 Closed
FTI
1748
Fiduciary Trust International
Massachusetts
– -$310K -5,106 Closed
QAM
1749
Quantres Asset Management
Cayman Islands
– -$310K -5,100 Closed
PL
1750
Plancorp LLC
Missouri
– -$303K -5,010 Closed
68 69
70
71 72