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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 %
FFIC
501
First Fiduciary Investment Counsel
Ohio
$15.5M -$235K -3,875 -1%
Toronto Dominion Bank
502
Toronto Dominion Bank
Ontario, Canada
$15.4M +$715K +11,461 +5%
LMIM
503
Lockheed Martin Investment Management
Maryland
$15.4M -$11.5M -190,000 -43%
FMW
504
Farr Miller & Washington
District of Columbia
$15.4M +$187K +3,079 +1%
BHIA
505
Birch Hill Investment Advisors
Massachusetts
$15.3M +$574K +9,462 +4%
WMSA
506
Weiss Multi-Strategy Advisers
New York
$15.2M -$337K -5,550 -2%
MP
507
MSD Partners
New York
$15.2M
EGM
508
Espalier Global Management
New York
$15.2M +$15.2M +250,000 New
TAM
509
Toscafund Asset Management
United Kingdom
$15.2M +$15.2M +250,000 New
FTIOP
510
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.2M +$3.63M +59,835 +31%
PIM
511
Perkins Investment Management
Illinois
$15.2M +$5.51M +90,788 +57%
ZIC
512
ZWJ Investment Counsel
Georgia
$15.1M +$187K +3,082 +1%
GC
513
Guardian Capital
Ontario, Canada
$15.1M +$339K +5,582 +2%
CG
514
Colony Group
Massachusetts
$15.1M +$157K +2,585 +1%
FBNAT
515
FirstMerit Bank N.A. Trustee
Ohio
$15M +$301K +4,966 +2%
SRC
516
Shufro Rose & Co
New York
$14.9M -$53.3K -878 -0.4%
Balyasny Asset Management
517
Balyasny Asset Management
Illinois
$14.9M +$14.9M +245,324 New
LIA
518
LS Investment Advisors
Michigan
$14.9M +$1.65M +27,231 +13%
SIM
519
Sentry Investment Management
Wisconsin
$14.9M -$261K -4,307 -2%
NEAM
520
New England Asset Management
Connecticut
$14.5M -$78.9K -1,300 -0.5%
QAM
521
QCI Asset Management
New York
$14.4M -$304K -5,011 -2%
TSW
522
Thompson Siegel & Walmsley
Virginia
$14.4M -$371K -6,113 -3%
CONA
523
Capital One National Association
New York
$14.3M -$318K -5,242 -2%
FDCC
524
Foster Dykema Cabot & Co
Massachusetts
$14.3M +$292K +4,810 +2%
SIP
525
Stoneridge Investment Partners
Pennsylvania
$14.2M -$316K -5,200 -2%