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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
1
Capital World Investors
California
$6.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
3
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
4
Dodge & Cox
California
$1.06B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$227M
3
Invesco
3
Invesco
Georgia
$2.28B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.42B
5
DCM
5
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.4B +$313M +5,159,813 +3%
State Street
2
State Street
Massachusetts
$10.2B -$251M -4,134,156 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.92B +$1.05B +17,328,993 +15%
BIT
4
BlackRock Institutional Trust
California
$6.18B +$93M +1,531,582 +2%
Capital World Investors
5
Capital World Investors
California
$6.01B +$1.44B +23,749,190 +32%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.6B +$133M +2,183,931 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.7B -$64.6M -1,064,498 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.58B +$21.6M +355,063 +0.6%
Northern Trust
9
Northern Trust
Illinois
$3.45B -$71.8M -1,183,304 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.34B +$82.3M +1,356,035 +3%
Franklin Resources
11
Franklin Resources
California
$2.96B -$295M -4,852,802 -9%
Ameriprise
12
Ameriprise
Minnesota
$2.73B +$333M +5,487,786 +14%
Invesco
13
Invesco
Georgia
$2.28B -$321M -5,280,866 -12%
BFA
14
BlackRock Fund Advisors
California
$2.21B +$44M +724,378 +2%
Bank of America
15
Bank of America
North Carolina
$2.18B -$97.2M -1,601,116 -4%
BA
16
BlackRock Advisors
Delaware
$2.14B -$63.6M -1,048,286 -3%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.99B -$33.4M -549,700 -2%
BG
18
BlackRock Group
United Kingdom
$1.91B -$82.7M -1,362,123 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.77B +$39.1M +644,972 +2%
Norges Bank
20
Norges Bank
Norway
$1.76B +$92.8M +1,528,158 +6%
Morgan Stanley
21
Morgan Stanley
New York
$1.74B -$72.4M -1,193,211 -4%
Harris Associates
22
Harris Associates
Illinois
$1.66B -$9.5M -156,420 -0.6%
Wells Fargo
23
Wells Fargo
California
$1.57B -$45.7M -753,145 -3%
Goldman Sachs
24
Goldman Sachs
New York
$1.42B -$317M -5,222,294 -18%
LPLP
25
Lansdowne Partners Limited Partnership
United Kingdom
$1.3B +$21.4M +351,889 +2%
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