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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 %
SDIC
201
South Dakota Investment Council
South Dakota
$106M +$263K +4,200 +0.2%
Los Angeles Capital Management
202
Los Angeles Capital Management
California
$103M +$11.7M +186,633 +13%
VFA
203
Virtus Fund Advisers
Connecticut
$102M +$1.88M +30,001 +2%
DRZID
204
DePrince Race & Zollo Inc (DRZ)
Florida
$101M -$5.62M -89,780 -5%
OTPPB
205
Ontario Teachers' Pension Plan Board
Ontario, Canada
$101M -$46.4M -742,102 -32%
RIM
206
RS Investment Management
California
$100M +$26M +415,000 +35%
H
207
Hexavest
Quebec, Canada
$99.5M +$873K +13,945 +0.9%
HTC
208
Haverford Trust Company
Pennsylvania
$98.7M +$1.35M +21,563 +1%
SIA
209
Sit Investment Associates
Minnesota
$98.4M -$468K -7,482 -0.5%
CCMH
210
Cornerstone Capital Management Holdings
New York
$98.1M +$2.03M +32,486 +2%
FI
211
Focused Investors
California
$97.9M -$6.67M -106,600 -6%
JPMPWA
212
J.P. Morgan Private Wealth Advisors
California
$96.9M +$240K +3,837 +0.2%
GC
213
Guggenheim Capital
Illinois
$93.6M -$790K -12,616 -0.8%
Nuveen Asset Management
214
Nuveen Asset Management
Illinois
$93.5M +$4.31M +68,875 +5%
ProShare Advisors
215
ProShare Advisors
Maryland
$92.5M +$8.33M +133,135 +10%
CEP
216
Chicago Equity Partners
Illinois
$89.4M -$2.85M -45,565 -3%
TPSF
217
Texas Permanent School Fund
Texas
$89M -$2.46M -39,343 -3%
TSU
218
TD Securities (USA)
New York
$88.8M +$6.5M +103,859 +8%
GT
219
Glenmede Trust
Pennsylvania
$87.4M +$617K +9,853 +0.7%
HI
220
Honeywell International
North Carolina
$87.4M -$6.44M -102,900 -7%
ERSOT
221
Employees Retirement System of Texas
Texas
$87M -$1.5M -24,000 -2%
SCP
222
Seizert Capital Partners
Michigan
$86.3M -$3.51M -56,162 -4%
WBC
223
Westpac Banking Corp
Australia
$85.6M -$2.04M -32,617 -2%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$84M -$1.55M -24,800 -2%
AIG
225
American International Group
New York
$83.6M -$7M -111,858 -8%
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