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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
+$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$461M
3
State Street
State Street
Massachusetts
+$400M
4
ECU
Egerton Capital (UK)
United Kingdom
+$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$267M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$451M
2
SC
Sculptor Capital
New York
-$301M
3
Franklin Resources
Franklin Resources
California
-$282M
4
Bank of America
Bank of America
North Carolina
-$278M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$127M +$2.71M +43,311 +2%
CM
177
CS McKee
Pennsylvania
$127M -$6.15M -98,245 -5%
CI
178
Cincinnati Insurance
Ohio
$126M – – –
BGC
179
Beutel, Goodman & Co
Ontario, Canada
$126M +$1.72M +31,918 +1%
BCIM
180
British Columbia Investment Management
British Columbia, Canada
$123M -$591K -9,450 -0.5%
CB
181
Cooke & Bieler
Pennsylvania
$123M -$856K -13,680 -0.7%
T
182
Thomaspartners
Massachusetts
$122M +$120M +1,916,342 +5,722%
HFS
183
HL Financial Services
Kentucky
$122M +$602K +9,613 +0.5%
EA
184
Euclid Advisors
Connecticut
$121M +$6.84M +109,290 +6%
D.E. Shaw & Co
185
D.E. Shaw & Co
New York
$119M +$8.93M +142,727 +8%
Victory Capital Management
186
Victory Capital Management
Texas
$119M -$15.1M -240,981 -11%
NI
187
Numeric Investors
Massachusetts
$119M +$27.9M +445,677 +31%
JWBC
188
John W. Bristol & Co
New York
$117M -$3.05M -48,690 -3%
GA
189
Geneva Advisors
Illinois
$116M +$13.6M +217,543 +13%
ACI
190
AMP Capital Investors
Australia
$116M -$1.79M -28,363 -2%
SCM
191
Snow Capital Management
Pennsylvania
$114M +$4.94M +78,863 +5%
CCM
192
Cullen Capital Management
New York
$114M +$90.7K +1,450 +0.1%
UIM
193
USS Investment Management
United Kingdom
$113M – – –
HAM
194
HHR Asset Management
New Jersey
$112M +$4.09M +65,300 +4%
KBC Group
195
KBC Group
Belgium
$110M +$93.8M +1,498,546 +565%
SB
196
Suntrust Banks
Georgia
$109M -$6.05M -96,665 -5%
N
197
Natixis
France
$108M -$7.27M -116,189 -6%
Bessemer Group
198
Bessemer Group
New Jersey
$108M -$2.88M -45,957 -3%
SOMRS
199
State of Michigan Retirement System
Michigan
$108M -$131K -2,100 -0.1%
TRSOTSOK
200
Teachers Retirement System of the State of Kentucky
Kentucky
$107M -$106K -1,700 -0.1%
6 7
8
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