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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 %
Credit Agricole
176
Credit Agricole
France
$115M -$66.1M -1,146,467 -36%
JWBC
177
John W. Bristol & Co
New York
$115M +$115M +2,000,857 New
CB
178
Cooke & Bieler
Pennsylvania
$114M +$1.47M +25,574 +1%
Mawer Investment Management
179
Mawer Investment Management
Alberta, Canada
$114M +$12.4M +215,413 +12%
HFS
180
HL Financial Services
Kentucky
$113M +$6.85M +118,806 +6%
DRZID
181
DePrince Race & Zollo Inc (DRZ)
Florida
$110M +$5.43M +94,310 +5%
SI
182
Sentry Investments
Ontario, Canada
$108M +$6.91M +120,000 +7%
CLG
183
Cooperman Leon G
$108M +$11.5M +199,100 +12%
KBC Group
184
KBC Group
Belgium
$106M +$10.7M +185,531 +11%
ACI
185
AMP Capital Investors
Australia
$106M +$2.35M +40,869 +2%
ASC
186
Atalanta Sosnoff Capital
New York
$106M -$34.8M -603,470 -25%
CCM
187
Cullen Capital Management
New York
$105M +$4.28M +74,240 +4%
GC
188
GMT Capital
Georgia
$105M -$8.94M -155,100 -8%
UIM
189
USS Investment Management
United Kingdom
$104M +$20.2M +350,000 +24%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$102M -$3.31M -57,400 -3%
Westfield Capital Management
191
Westfield Capital Management
Massachusetts
$101M -$2.42M -41,916 -2%
RJA
192
Raymond James & Associates
Florida
$101M +$9.67M +167,759 +11%
HAM
193
HHR Asset Management
New Jersey
$101M -$51.9K -900 -0.1%
SOMRS
194
State of Michigan Retirement System
Michigan
$100M +$300K +5,200 +0.3%
William Blair & Company
195
William Blair & Company
Illinois
$99.2M -$18.8M -326,979 -16%
EA
196
Euclid Advisors
Connecticut
$98.6M -$21.8M -378,760 -18%
SCM
197
Snow Capital Management
Pennsylvania
$97.9M +$10.3M +178,352 +12%
FI
198
Focused Investors
California
$97M -$513K -8,900 -0.5%
GTP
199
Global Thematic Partners
New York
$95.2M +$95.2M +1,651,576 New
Bessemer Group
200
Bessemer Group
New Jersey
$94.1M +$21.7M +377,000 +30%
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