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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
Greenhaven Associates
New York
+$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$461M
3
State Street
State Street
Massachusetts
+$400M
4
ECU
Egerton Capital (UK)
United Kingdom
+$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$267M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$451M
2
SC
Sculptor Capital
New York
-$301M
3
Franklin Resources
Franklin Resources
California
-$282M
4
Bank of America
Bank of America
North Carolina
-$278M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
476
Summit Securities Group
New York
$16.8M +$10.4M +165,931 +161%
FBA
477
Front Barnett Associates
Illinois
$16.7M -$52.1K -832 -0.3%
NSIM
478
North Star Investment Management
Illinois
$16.6M +$21.5K +343 +0.1%
PIM
479
Perkins Investment Management
Illinois
$16.5M +$668K +10,673 +4%
RGI
480
River Global Investors
United Kingdom
$16.5M +$11M +175,789 +201%
ZIC
481
ZWJ Investment Counsel
Georgia
$16.4M -$84.5K -1,351 -0.5%
AMI
482
Amica Mutual Insurance
Rhode Island
$16.2M – – –
GC
483
Guardian Capital
Ontario, Canada
$16.2M -$1.38M -22,047 -8%
SIM
484
Sentry Investment Management
Wisconsin
$16.1M +$1.42M +22,619 +10%
MWAC
485
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.1M +$350K +5,594 +2%
JG
486
Jefferies Group
New York
$16M +$15.8M +252,596 +10,293%
CRM
487
Cramer Rosenthal McGlynn
Connecticut
$15.9M -$63.6M -1,016,709 -80%
FBNAT
488
FirstMerit Bank N.A. Trustee
Ohio
$15.8M -$32.2K -515 -0.2%
KCM
489
Kornitzer Capital Management
Kansas
$15.8M -$369K -5,890 -2%
Creative Planning
490
Creative Planning
Kansas
$15.8M +$1.93M +30,866 +14%
CCM
491
Cadence Capital Management
Massachusetts
$15.7M -$4.2M -67,178 -21%
GIM
492
Gyrus Investment Management
Ontario, Canada
$15.7M +$332K +5,300 +2%
MP
493
MSD Partners
New York
$15.6M – – –
WA
494
Wasatch Advisors
Utah
$15.5M -$2.85M -45,606 -16%
MI
495
Markston International
New York
$15.5M -$444K -7,095 -3%
DIA
496
Davidson Investment Advisors
Montana
$15.2M -$4.6M -73,520 -23%
EWA
497
EP Wealth Advisors
California
$15.1M +$190K +3,042 +1%
CG
498
Colony Group
Massachusetts
$14.9M -$216K -3,452 -1%
SRC
499
Shufro Rose & Co
New York
$14.9M -$85.8K -1,371 -0.6%
CAM
500
Capstone Asset Management
Texas
$14.9M +$1.87M +29,945 +14%
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