JPM icon

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 %
AAP
1751
Ardsley Advisory Partners
Connecticut
– -$304K -5,000 Closed
SIG
1752
Sky Investment Group
Connecticut
– -$292K -4,808 Closed
SGH
1753
Schonfeld Group Holdings
New York
– -$288K -4,741 Closed
MDSL
1754
M.D. Sass LLC
New York
– -$255K -4,201 Closed
PBT
1755
Pictet Bank & Trust
Bahamas
– -$255K -4,200 Closed
DS
1756
DRW Securities
Illinois
– -$254K -4,192 Closed
AAM
1757
Autus Asset Management
Arizona
– -$252K -4,155 Closed
GHA
1758
GW Henssler & Associates
Georgia
– -$225K -3,708 Closed
VHAM
1759
Van Hulzen Asset Management
California
– -$222K -3,660 Closed
PCMK
1760
Paragon Capital Management (Kansas)
Kansas
– -$222K -3,658 Closed
LI
1761
LVZ Inc
Michigan
– -$221K -3,641 Closed
BC
1762
Barnett & Company
Tennessee
– -$221K -3,634 Closed
SFT
1763
Simmons First Trust
Arkansas
– -$215K -3,530 Closed
CRC
1764
Curi RMB Capital
Illinois
– -$211K -3,477 Closed
B
1765
Bellecapital
Switzerland
– -$207K -3,417 Closed
TA
1766
Teton Advisors
New York
– -$206K -3,400 Closed
VWM
1767
Vector Wealth Management
Minnesota
– -$202K -3,322 Closed
NGA
1768
Naples Global Advisors
Florida
– -$201K -3,315 Closed
CCM
1769
Cupps Capital Management
Illinois
– -$199K -3,288 Closed
RAM
1770
RWC Asset Management
United Kingdom
– -$107K -1,770 Closed
TF
1771
Trutina Financial
Washington
– -$100K -1,648 Closed
HHMI
1772
Howard Hughes Medical Institute
Maryland
– -$77K -1,276 Closed
PFA
1773
Paradigm Financial Advisors
Missouri
– -$60K -991 Closed
TFMS
1774
Trust & Fiduciary Management Services
Massachusetts
– -$43K -708 Closed
CRCP
1775
Copper Rock Capital Partners
Massachusetts
– -$36K -600 Closed
68 69 70
71
72