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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 %
BIC
351
Beach Investment Counsel
Pennsylvania
$34.2M +$3M +49,414 +10%
DAM
352
Davis Asset Management
California
$33.9M +$1.52M +25,000 +5%
LPL Financial
353
LPL Financial
California
$33.5M -$1.79M -29,443 -5%
B
354
BP
United Kingdom
$33.1M
B
355
Baird
Wisconsin
$32.9M +$1.39M +22,958 +4%
EARNEST Partners
356
EARNEST Partners
Georgia
$32.6M -$366K -6,035 -1%
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$32.6M +$1.37M +22,592 +4%
PSUF
358
People's United Financial
Connecticut
$32.6M -$419K -6,899 -1%
DGHMC
359
Dalton, Greiner, Hartman, Maher & Co
New York
$32.4M -$1.03M -16,990 -3%
WCM
360
Wedge Capital Management
North Carolina
$32.1M -$1.15M -18,875 -3%
WAM
361
World Asset Management
Michigan
$31.9M -$3.9M -64,319 -11%
3CP
362
3G Capital Partners
New York
$31.4M +$11.4M +187,416 +57%
ASA
363
Armstrong Shaw Associates
Connecticut
$31.3M -$74M -1,219,241 -70%
ARC
364
Absolute Return Capital
Massachusetts
$30.6M -$862K -14,206 -3%
AIA
365
Affinity Investment Advisors
California
$30.5M +$200K +3,298 +0.7%
NMERB
366
New Mexico Educational Retirement Board
New Mexico
$30.2M -$1.44M -23,800 -5%
WF
367
Welch & Forbes
Massachusetts
$30.1M -$439K -7,239 -1%
ALA
368
Atherton Lane Advisers
California
$29.9M +$204K +3,367 +0.7%
CFB
369
Cullen/Frost Bankers
Texas
$29.7M +$1.16M +19,089 +4%
OA
370
Oak Associates
Ohio
$29.6M -$9.27M -152,719 -24%
MAMU
371
Marathon Asset Management (UK)
United Kingdom
$29.5M +$29.5M +485,337 New
UCFA
372
United Capital Financial Advisors
Texas
$29.4M +$4.93M +81,267 +20%
MOACM
373
Mutual of America Capital Management
New York
$29.1M +$393K +6,469 +1%
AR
374
Advisory Research
Illinois
$28.9M -$1.71M -28,224 -6%
LCM
375
Lomas Capital Management
New York
$28.6M +$6.04M +99,567 +27%