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

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.84B
2
Franklin Resources
2
Franklin Resources
California
$2.57B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$344M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$10.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.08B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8B +$206M +3,413,338 +2%
State Street
2
State Street
Massachusetts
$10.1B +$76.6M +1,271,619 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.88B +$2.8M +46,561 +0%
BIT
4
BlackRock Institutional Trust
California
$6.18B -$45M -746,273 -0.7%
Capital World Investors
5
Capital World Investors
California
$5.8B +$46.4M +769,800 +0.8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.3B -$126M -2,092,718 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$4.08B -$206M -3,423,115 -5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.7B -$15.3M -253,917 -0.4%
Northern Trust
9
Northern Trust
Illinois
$3.42B -$23.7M -394,204 -0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.36B +$4.83M +80,259 +0.1%
Franklin Resources
11
Franklin Resources
California
$2.57B -$378M -6,279,667 -13%
BFA
12
BlackRock Fund Advisors
California
$2.3B +$47.5M +789,330 +2%
Bank of America
13
Bank of America
North Carolina
$2.24B -$139M -2,301,005 -6%
Ameriprise
14
Ameriprise
Minnesota
$2.13B -$13.8M -229,721 -0.6%
Invesco
15
Invesco
Georgia
$2.09B -$56.4M -935,745 -3%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.02B +$17.3M +287,276 +0.9%
BA
17
BlackRock Advisors
Delaware
$1.97B -$47.3M -785,723 -2%
BG
18
BlackRock Group
United Kingdom
$1.93B -$54.2M -899,376 -3%
Harris Associates
19
Harris Associates
Illinois
$1.89B +$100M +1,664,545 +6%
Norges Bank
20
Norges Bank
Norway
$1.84B -$1.79B -29,714,132 -49%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.72B -$5.96M -99,012 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$1.72B +$25.3M +420,145 +1%
Boston Partners
23
Boston Partners
Massachusetts
$1.51B +$164M +2,728,430 +12%
Wells Fargo
24
Wells Fargo
California
$1.49B +$43.6M +723,742 +3%
LPU
25
Lansdowne Partners (UK)
United Kingdom
$1.36B +$128M +2,125,897 +10%
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