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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
1
Greenhaven Associates
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.7B
3
State Street
3
State Street
Massachusetts
$10.9B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$272M
5
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$277M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$447M
2
SC
2
Sculptor Capital
New York
$10.4M
3
Franklin Resources
3
Franklin Resources
California
$2.39B
4
Bank of America
4
Bank of America
North Carolina
$2.05B
5
Citadel Advisors
5
Citadel Advisors
Florida
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.7B +$461M +7,373,845 +4%
State Street
2
State Street
Massachusetts
$10.9B +$400M +6,399,608 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.07B -$109M -1,746,679 -1%
BIT
4
BlackRock Institutional Trust
California
$6.39B -$35.2M -561,750 -0.5%
Capital World Investors
5
Capital World Investors
California
$6.23B +$209M +3,347,000 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.32B -$148M -2,361,494 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.99B -$245M -3,911,552 -6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.74B -$103M -1,639,730 -3%
Northern Trust
9
Northern Trust
Illinois
$3.55B -$4.63M -73,918 -0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.44B -$56.4M -900,760 -2%
BFA
11
BlackRock Fund Advisors
California
$2.63B +$238M +3,806,353 +10%
Franklin Resources
12
Franklin Resources
California
$2.39B -$282M -4,505,292 -11%
Ameriprise
13
Ameriprise
Minnesota
$2.37B +$158M +2,526,324 +7%
Invesco
14
Invesco
Georgia
$2.26B +$89.3M +1,427,208 +4%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.12B +$19.5M +311,348 +0.9%
BG
16
BlackRock Group
United Kingdom
$2.1B +$99.8M +1,594,334 +5%
Bank of America
17
Bank of America
North Carolina
$2.05B -$278M -4,439,746 -12%
Harris Associates
18
Harris Associates
Illinois
$2B +$31.2M +498,462 +2%
Norges Bank
19
Norges Bank
Norway
$1.95B +$43.5M +694,770 +2%
Morgan Stanley
20
Morgan Stanley
New York
$1.94B +$157M +2,513,654 +9%
BA
21
BlackRock Advisors
Delaware
$1.89B -$151M -2,418,483 -7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.84B +$54.6M +874,340 +3%
Wells Fargo
23
Wells Fargo
California
$1.66B +$120M +1,916,377 +8%
Boston Partners
24
Boston Partners
Massachusetts
$1.62B +$52.3M +836,238 +3%
Dodge & Cox
25
Dodge & Cox
California
$1.49B +$234M +3,741,041 +19%
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