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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 %
AII
176
AGF Investments Inc
Ontario, Canada
$128M +$9.68M +159,482 +8%
EA
177
Euclid Advisors
Connecticut
$127M +$32.2M +529,700 +34%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$126M +$126M +2,079,072 New
William Blair & Company
179
William Blair & Company
Illinois
$124M -$5.65M -93,108 -4%
CI
180
Cincinnati Insurance
Ohio
$122M – – –
GC
181
GMT Capital
Georgia
$120M -$19M -313,100 -14%
CB
182
Cooke & Bieler
Pennsylvania
$119M -$3.99M -65,640 -3%
LCS
183
Levin Capital Strategies
New York
$118M +$384K +6,330 +0.3%
RFS
184
Rockefeller Financial Services
New York
$117M +$719K +11,841 +0.6%
1832 Asset Management
185
1832 Asset Management
Ontario, Canada
$117M +$76.4M +1,271,062 +188%
Comerica Bank
186
Comerica Bank
Texas
$113M -$3.73M -61,464 -3%
CC
187
Carlson Capital
Texas
$112M +$5.33M +87,788 +5%
HFS
188
HL Financial Services
Kentucky
$111M -$943K -15,533 -0.8%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$111M -$5.82M -95,800 -5%
DRZID
190
DePrince Race & Zollo Inc (DRZ)
Florida
$110M +$9.68M +159,426 +10%
Westfield Capital Management
191
Westfield Capital Management
Massachusetts
$109M -$4.3M -70,875 -4%
CRM
192
Cramer Rosenthal McGlynn
Connecticut
$108M -$5.82M -95,816 -5%
ACI
193
AMP Capital Investors
Australia
$108M +$90.2K +1,503 +0.1%
PAMU
194
Pictet Asset Management (UK)
United Kingdom
$108M -$28.2M -463,679 -21%
Mawer Investment Management
195
Mawer Investment Management
Alberta, Canada
$107M +$7.99M +131,585 +8%
SI
196
Sentry Investments
Ontario, Canada
$106M +$16.3M +268,000 +18%
HAM
197
HHR Asset Management
New Jersey
$106M -$364K -6,000 -0.3%
CCM
198
Cullen Capital Management
New York
$106M +$73.5K +1,210 +0.1%
SOMRS
199
State of Michigan Retirement System
Michigan
$105M -$4.23M -69,600 -4%
FI
200
Focused Investors
California
$103M -$3.55M -58,400 -3%
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