JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

1,693 hedge funds and large institutions have $167B invested in JPMorgan Chase in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 683 increasing their positions, 712 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+2
Holders Change %
+0.12%
% of All Funds
49.16%
Holding in Top 10
364
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+11.31%
% of All Funds
10.57%
New
73
Increased
683
Reduced
712
Closed
51
Calls
$3.3B
Puts
$2.39B
Net Calls
+$903M
Net Calls Change
+$780M

Top Buyers

1
AL
AJO LP
Pennsylvania
$660M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$399M
3
Citadel Advisors
Citadel Advisors
Florida
$298M
4
BWA
Brave Warrior Advisors
New York
$219M
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.84B
2
Franklin Resources
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
SDIC
201
South Dakota Investment Council
South Dakota
$101M +$101M +1,683,018 New
FI
202
Focused Investors
California
$101M -$711K -11,800 -0.7%
GTP
203
Global Thematic Partners
New York
$98.7M -$840K -13,939 -0.8%
GC
204
GMT Capital
Georgia
$98.5M -$10.9M -181,500 -10%
GA
205
Geneva Advisors
Illinois
$98.5M +$1.05M +17,422 +1%
William Blair & Company
206
William Blair & Company
Illinois
$96.3M -$7.39M -122,721 -7%
VFA
207
Virtus Fund Advisers
Connecticut
$96.1M -$1.9M -31,573 -2%
SIA
208
Sit Investment Associates
Minnesota
$95.1M -$1.81M -30,095 -2%
H
209
Hexavest
Quebec, Canada
$94.9M +$87K +1,445 +0.1%
HTC
210
Haverford Trust Company
Pennsylvania
$93.7M +$950K +15,769 +1%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$93M +$25M +414,810 +37%
CCMH
212
Cornerstone Capital Management Holdings
New York
$92.5M +$257K +4,265 +0.3%
GC
213
Guggenheim Capital
Illinois
$90.8M +$1.31M +21,766 +1%
CC
214
Carlson Capital
Texas
$90.4M -$41M -680,328 -31%
HI
215
Honeywell International
North Carolina
$90.3M -$187K -3,100 -0.2%
CEP
216
Chicago Equity Partners
Illinois
$88.8M +$45.6M +756,400 +105%
Los Angeles Capital Management
217
Los Angeles Capital Management
California
$88.3M +$31.7M +526,565 +56%
TPSF
218
Texas Permanent School Fund
Texas
$88M -$7.05M -117,013 -7%
NI
219
Numeric Investors
Massachusetts
$87.5M +$64.4M +1,068,931 +279%
AIG
220
American International Group
New York
$87.2M +$1.39M +23,052 +2%
Nomura Asset Management
221
Nomura Asset Management
Japan
$86.8M -$7.92M -132,155 -8%
PC
222
Polar Capital
United Kingdom
$86.6M +$12.1M +201,526 +16%
SCP
223
Seizert Capital Partners
Michigan
$86.5M +$21.6K +359 +0%
Nuveen Asset Management
224
Nuveen Asset Management
Illinois
$85.8M +$10.3M +171,268 +14%
SIM
225
Stelliam Investment Management
New York
$85.4M -$4.22M -70,000 -5%
7 8
9
10 11