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JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
DL
326
Delta Lloyd
Netherlands
$39.7M +$930K +15,322 +2%
SAM
327
Shell Asset Management
Netherlands
$39.7M +$667K +10,987 +2%
JAM
328
Jupiter Asset Management
United Kingdom
$39.2M -$2.63M -43,390 -6%
AI
329
Analytic Investors
California
$38.8M -$16.5M -271,686 -30%
ECM
330
Estabrook Capital Management
New York
$38.6M -$869K -14,321 -2%
SCM
331
Smead Capital Management
Arizona
$38.3M +$4.78M +78,779 +14%
BFS
332
Bradley Foster & Sargent
Connecticut
$37.8M +$2.74M +45,144 +8%
Mackenzie Financial
333
Mackenzie Financial
Ontario, Canada
$37.2M -$15M -246,635 -29%
ADEF
334
Adams Diversified Equity Fund
Maryland
$36.4M
AC
335
Ascend Capital
California
$36.4M -$31.8M -524,218 -47%
CPSAC
336
Chas P. Smith & Associates (CPS)
Florida
$36.4M +$957K +15,769 +3%
Bank of Nova Scotia
337
Bank of Nova Scotia
Ontario, Canada
$36.3M +$3.17M +52,154 +10%
Fiera Capital (Canada)
338
Fiera Capital (Canada)
Quebec, Canada
$35.8M -$10.6M -173,870 -23%
LS
339
Livforsakringsbolaget Skandia
Sweden
$35.8M +$33.4M +549,392 +1,387%
DILH
340
Dai-ichi Life Holdings
Japan
$35.8M -$1.37M -22,598 -4%
MAA
341
Matrix Asset Advisors
New York
$35.6M -$219K -3,609 -0.6%
Zurich Cantonal Bank
342
Zurich Cantonal Bank
Switzerland
$35.6M +$3.17M +52,201 +10%
ECA
343
Endeavour Capital Advisors
Connecticut
$35.4M
WT
344
Whittier Trust
California
$35.3M +$513K +8,447 +1%
JIR
345
James Investment Research
Ohio
$35.2M +$352K +5,795 +1%
HighTower Advisors
346
HighTower Advisors
Illinois
$35.2M -$1.55M -25,506 -4%
NG
347
NatWest Group
United Kingdom
$35M -$15.1M -248,168 -30%
GH
348
GAM Holding
Switzerland
$34.8M +$1.01M +16,693 +3%
FWCM
349
Ferguson Wellman Capital Management
Oregon
$34.4M +$397K +6,537 +1%
HT
350
HAP Trading
New York
$34.3M +$5.69M +93,758 +20%