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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 %
QAM
501
QCI Asset Management
New York
$14.9M -$143K -2,289 -1%
QIM
502
Quantitative Investment Management
Virginia
$14.8M +$10.4M +166,900 +238%
FTIOP
503
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.8M +$388K +6,206 +3%
GLA
504
Great Lakes Advisors
Illinois
$14.6M +$422K +6,740 +3%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$14.6M +$10.9M +174,529 +301%
CPSAC
506
Chas P. Smith & Associates (CPS)
Florida
$14.5M +$545K +8,715 +4%
AIM
507
Avity Investment Management
Connecticut
$14.5M +$492K +7,860 +4%
SIP
508
Stoneridge Investment Partners
Pennsylvania
$14.3M -$119K -1,900 -0.8%
SCM
509
Sterling Capital Management
North Carolina
$14.2M +$48.2K +770 +0.3%
FIB
510
First Interstate Bank
Montana
$14.2M +$197K +3,149 +1%
ZA
511
Zweig Advisers
Connecticut
$14.1M – – –
ABTD
512
Arvest Bank Trust Division
Oklahoma
$14.1M +$235K +3,899 +2%
CIS
513
Capital International Sarl
California
$14.1M -$2.06M -32,949 -13%
DADC
514
D.A. Davidson & Co
Montana
$14.1M +$871K +13,920 +7%
TSW
515
Thompson Siegel & Walmsley
Virginia
$14.1M -$738K -11,791 -5%
JWM
516
Jacobus Wealth Management
Wisconsin
$13.9M -$85.2K -1,362 -0.6%
ESBC
517
E.S. Barr & Co
Kentucky
$13.8M -$552K -8,827 -4%
RMA
518
Roffman Miller Associates
Pennsylvania
$13.8M +$135K +2,154 +1%
FAM
519
Fiduciary Asset Management
Missouri
$13.8M +$259K +4,140 +2%
CONA
520
Capital One National Association
New York
$13.7M -$595K -9,505 -4%
PAM
521
Private Asset Management
California
$13.7M +$198K +3,164 +1%
MIM
522
Marco Investment Management
Georgia
$13.6M +$363K +5,800 +3%
FDCC
523
Foster Dykema Cabot & Co
Massachusetts
$13.6M -$736K -11,768 -5%
RJT
524
Raymond James Trust
Florida
$13.6M +$690K +11,027 +5%
NEI
525
Northwest & Ethical Investments
Ontario, Canada
$13.6M +$5.36M +85,600 +65%
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