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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
1
Norges Bank
Norway
$3.47B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.1B
3
DSA
3
Davis Selected Advisers
Arizona
$641M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$273M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.1B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.05B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
MCM
4
Moore Capital Management
New York
$1.46M
5
TCIM
5
TIAA CREF Investment Management
New York
$888M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.1B +$242M +4,191,872 +2%
State Street
2
State Street
Massachusetts
$9.63B -$9.83M -170,655 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.53B +$12.3M +212,855 +0.2%
BIT
4
BlackRock Institutional Trust
California
$5.96B +$88.3M +1,531,946 +2%
Capital World Investors
5
Capital World Investors
California
$5.5B -$205M -3,560,800 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.23B -$137M -2,377,023 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$4.1B +$580M +10,067,247 +16%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.55B +$155M +2,687,956 +5%
Norges Bank
9
Norges Bank
Norway
$3.47B +$1.8B +31,252,082 +108%
Northern Trust
10
Northern Trust
Illinois
$3.3B +$19.6M +340,369 +0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.21B +$40.4M +700,724 +1%
Franklin Resources
12
Franklin Resources
California
$2.82B +$13M +226,336 +0.5%
Bank of America
13
Bank of America
North Carolina
$2.28B +$209M +3,622,892 +10%
BFA
14
BlackRock Fund Advisors
California
$2.15B +$56.5M +980,984 +3%
Invesco
15
Invesco
Georgia
$2.06B -$103M -1,795,701 -5%
Ameriprise
16
Ameriprise
Minnesota
$2.05B -$544M -9,443,139 -21%
BA
17
BlackRock Advisors
Delaware
$1.93B -$105M -1,815,126 -5%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.92B +$27.5M +477,532 +1%
BG
19
BlackRock Group
United Kingdom
$1.89B +$78.6M +1,363,427 +4%
Harris Associates
20
Harris Associates
Illinois
$1.71B +$142M +2,463,412 +9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.65B -$21.9M -381,072 -1%
Morgan Stanley
22
Morgan Stanley
New York
$1.62B -$28.2M -488,678 -2%
Wells Fargo
23
Wells Fargo
California
$1.38B -$109M -1,888,293 -7%
Goldman Sachs
24
Goldman Sachs
New York
$1.37B +$17.8M +308,506 +1%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.3B +$89.5M +1,554,003 +7%
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