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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 %
SFG
1776
SNS Financial Group
Minnesota
– -$393K -6,714 Closed
TDC
1777
Thompson Davis & Co
Virginia
– -$378K -6,472 Closed
GCM
1778
Graham Capital Management
Connecticut
– -$351K -6,000 Closed
GAM
1779
Gotham Asset Management
New York
– -$308K -5,262 Closed
BWP
1780
BSW Wealth Partners
Colorado
– -$306K -5,235 Closed
DCM
1781
Dynamic Capital Management
Jersey
– -$294K -5,026 Closed
JCM
1782
JS Capital Management
New York
– -$292K -5,000 Closed
FC
1783
Fairpointe Capital
Illinois
– -$281K -4,799 Closed
DAS
1784
Dynamic Advisor Solutions
Arizona
– -$274K -4,685 Closed
BWM
1785
Braver Wealth Management
Massachusetts
– -$268K -4,577 Closed
GCP
1786
GSA Capital Partners
United Kingdom
– -$262K -4,488 Closed
CR
1787
Cooperatieve Rabobank
Netherlands
– -$255K -4,355 Closed
CIM
1788
Confluence Investment Management
Missouri
– -$250K -4,279 Closed
PFS
1789
Prospera Financial Services
Texas
– -$250K -4,274 Closed
RA
1790
Royce & Associates
New York
– -$240K -4,100 Closed
CCT
1791
Capital City Trust
Florida
– -$239K -4,080 Closed
PWM
1792
Perigon Wealth Management
California
– -$235K -4,034 Closed
LG
1793
Laidlaw Group
New York
– -$217K -3,709 Closed
RCM
1794
Reynolds Capital Management
Nevada
– -$216K -3,700 Closed
LCM
1795
Laurion Capital Management
New York
– -$211K -3,604 Closed
TSS
1796
Thomas Story & Son
Indiana
– -$210K -3,589 Closed
PCA
1797
Private Capital Advisors
Connecticut
– -$208K -3,558 Closed
TAM
1798
Telluride Asset Management
Minnesota
– -$205K -3,500 Closed
SAM
1799
Summit Asset Management
Tennessee
– -$202K -3,450 Closed
BWG
1800
Beta Wealth Group
California
– -$200K -3,421 Closed
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