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

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
Citigroup
Citigroup
New York
$227M
3
Invesco
Invesco
Georgia
$2.28B
4
Goldman Sachs
Goldman Sachs
New York
$1.42B
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
1751
L & S Advisors
California
– -$4.39M -74,978 Closed
WCA
1752
Waratah Capital Advisors
Ontario, Canada
– -$4.26M -72,800 Closed
CANY
1753
Caxton Associates (New York)
New York
– -$4.16M -71,212 Closed
MAM
1754
Myriad Asset Management
Hong Kong
– -$4.12M -70,400 Closed
MWVC
1755
Morgens Waterfall Vintiadis & Co
New York
– -$3.8M -65,000 Closed
ARTA
1756
A.R.T. Advisors
New York
– -$3.42M -58,516 Closed
LJAC
1757
L.J. Altfest & Co
New York
– -$2.46M -42,106 Closed
BS
1758
Bessemer Securities
New York
– -$1.98M -33,800 Closed
KA
1759
Kerrisdale Advisers
Florida
– -$1.41M -24,249 Closed
FHB
1760
First Hawaiian Bank
Hawaii
– -$1.29M -21,991 Closed
ACI
1761
Advance Capital I
Michigan
– -$1.27M -21,750 Closed
NCCM
1762
Nine Chapters Capital Management
New Jersey
– -$1.12M -19,100 Closed
Twin Tree Management
1763
Twin Tree Management
Texas
– -$1.09M -18,700 Closed
Verition Fund Management
1764
Verition Fund Management
Connecticut
– -$984K -16,832 Closed
CWM
1765
Cranbrook Wealth Management
Michigan
– -$870K -14,880 Closed
IAM
1766
Integre Asset Management
New York
– -$859K -14,694 Closed
CNAM
1767
Campbell Newman Asset Management
Wisconsin
– -$846K -14,465 Closed
Carson Wealth (CWM LLC)
1768
Carson Wealth (CWM LLC)
Nebraska
– -$759K -12,974 Closed
PAM
1769
Princeton Alpha Management
New Jersey
– -$707K -12,085 Closed
CVSCT
1770
C.V. Starr & Co Trust
New York
– -$656K -11,214 Closed
FIM
1771
Fernwood Investment Management
Massachusetts
– -$623K -10,650 Closed
ACM
1772
Argentus Capital Management
Texas
– -$621K -10,616 Closed
AA
1773
ALPS Advisors
Colorado
– -$510K -9,220 Closed
ACM
1774
Avalon Capital Management
California
– -$433K -7,402 Closed
CWM
1775
CIBC World Markets
New York
– -$421K -7,201 Closed
69 70
71
72 73