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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 %
AL
201
AJO LP
Pennsylvania
$102M -$12M -197,990 -11%
CLG
202
Cooperman Leon G
$102M +$97.4M +1,603,600 +2,311%
TPSF
203
Texas Permanent School Fund
Texas
$101M -$4.76M -78,456 -5%
KBC Group
204
KBC Group
Belgium
$101M +$11M +181,106 +12%
Nomura Asset Management
205
Nomura Asset Management
Japan
$100M +$1.04M +17,197 +1%
IIM
206
Ivory Investment Management
New York
$98M +$53.8M +885,373 +122%
RJA
207
Raymond James & Associates
Florida
$96M +$19.7M +324,772 +26%
SIA
208
Sit Investment Associates
Minnesota
$94.9M +$1.85M +30,500 +2%
ERSOT
209
Employees Retirement System of Texas
Texas
$94.7M +$13.4M +220,000 +16%
Nuveen Asset Management
210
Nuveen Asset Management
Illinois
$94.5M +$5.84M +96,235 +7%
USSCPF
211
United States Steel & Carnegie Pension Fund
New York
$94.3M – – –
GA
212
Geneva Advisors
Illinois
$94.3M +$54.6M +898,595 +137%
H
213
Hexavest
Quebec, Canada
$93.7M +$365K +6,005 +0.4%
SCM
214
Snow Capital Management
Pennsylvania
$92.3M +$26.7M +440,341 +41%
CCMH
215
Cornerstone Capital Management Holdings
New York
$91.9M -$4.64M -76,454 -5%
ProShare Advisors
216
ProShare Advisors
Maryland
$91.6M +$5.52M +90,867 +6%
HI
217
Honeywell International
North Carolina
$91.2M -$5.28M -87,000 -5%
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$90.3M +$3.17M +52,206 +4%
CBOA
219
Commonwealth Bank of Australia
Australia
$90M -$9.87M -162,613 -10%
HTC
220
Haverford Trust Company
Pennsylvania
$89.6M -$12.2M -201,009 -12%
HNB
221
Huntington National Bank
Ohio
$89.1M +$6.43M +105,917 +8%
UIM
222
USS Investment Management
United Kingdom
$88M +$88M +1,450,000 New
GC
223
Guggenheim Capital
Illinois
$87.6M +$700K +11,538 +0.8%
WBC
224
Westpac Banking Corp
Australia
$87.5M +$15.6M +257,013 +22%
AIG
225
American International Group
New York
$87.1M +$1.83M +30,168 +2%
7 8
9
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