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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 %
VFA
201
Virtus Fund Advisers
Connecticut
$93.8M +$93.8M +1,627,410 New
GA
202
Geneva Advisors
Illinois
$93.2M +$3.71M +64,347 +4%
SIA
203
Sit Investment Associates
Minnesota
$92.7M +$2.65M +46,047 +3%
AL
204
AJO LP
Pennsylvania
$91.5M -$5.18M -89,970 -5%
Nomura Asset Management
205
Nomura Asset Management
Japan
$91.1M -$4.3M -74,530 -5%
TPSF
206
Texas Permanent School Fund
Texas
$90.9M -$4.86M -84,324 -5%
H
207
Hexavest
Quebec, Canada
$90.7M +$1.77M +30,762 +2%
HTC
208
Haverford Trust Company
Pennsylvania
$88.8M +$3.68M +63,912 +4%
CCMH
209
Cornerstone Capital Management Holdings
New York
$88.2M +$1.05M +18,174 +1%
HI
210
Honeywell International
North Carolina
$86.6M – – –
SIM
211
Stelliam Investment Management
New York
$85.7M +$13.3M +230,000 +18%
GC
212
Guggenheim Capital
Illinois
$85.6M +$2.48M +42,956 +3%
BNP Paribas Asset Management
213
BNP Paribas Asset Management
France
$85.6M -$181K -3,137 -0.2%
Comerica Bank
214
Comerica Bank
Texas
$83.8M -$23.7M -411,669 -22%
ProShare Advisors
215
ProShare Advisors
Maryland
$83.8M -$3.18M -55,254 -4%
SCP
216
Seizert Capital Partners
Michigan
$82.7M +$14.2M +246,659 +21%
ERSOT
217
Employees Retirement System of Texas
Texas
$82.5M -$7.39M -128,200 -8%
AIG
218
American International Group
New York
$82.1M -$519K -9,007 -0.6%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$82.1M +$2.22M +38,577 +3%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$81.5M -$39.8K -691 -0%
WBC
221
Westpac Banking Corp
Australia
$81.2M -$1.87M -32,452 -2%
HNB
222
Huntington National Bank
Ohio
$79.4M -$5.16M -89,563 -6%
TSU
223
TD Securities (USA)
New York
$76.2M +$4.63M +80,378 +6%
CRM
224
Cramer Rosenthal McGlynn
Connecticut
$74.9M -$27.8M -482,201 -27%
GF
225
Gabelli Funds
New York
$74.2M -$2.46M -42,700 -3%
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