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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 %
FIB
526
First Interstate Bank
Montana
$14M +$9.23K +152 +0.1%
GJL
527
Gendell Jeffrey L
$14M +$6.9M +113,700 +97%
PL
528
Perpetual Ltd
Australia
$14M -$17.8M -292,519 -56%
ELC
529
Edgar Lomax Company
Virginia
$13.8M -$19.4M -319,950 -58%
WIM
530
Waverton Investment Management
United Kingdom
$13.8M +$24.3K +400 +0.2%
ZA
531
Zweig Advisers
Connecticut
$13.7M -$1.82M -30,000 -12%
CIP
532
Convergence Investment Partners
Florida
$13.6M +$2.76M +45,460 +25%
PFC
533
Phocas Financial Corp
California
$13.5M +$4.82M +79,419 +55%
PA
534
Profund Advisors
Maryland
$13.5M +$2.74M +45,176 +25%
JWM
535
Jacobus Wealth Management
Wisconsin
$13.5M -$155K -2,551 -1%
KA
536
KLCM Advisors
Wisconsin
$13.5M -$100K -1,647 -0.7%
NB
537
NBT Bank
New York
$13.5M -$99.6K -1,641 -0.7%
PP
538
PDT Partners
New York
$13.5M +$11.3M +185,694 +513%
SC
539
Skylands Capital
Wisconsin
$13.4M -$12.1K -200 -0.1%
LBC
540
Lowe Brockenbrough & Co
Virginia
$13.3M -$174K -2,865 -1%
AIM
541
Avity Investment Management
Connecticut
$13.3M +$131K +2,163 +1%
WB
542
Webster Bank
Connecticut
$13.3M -$75K -1,235 -0.6%
SAM
543
Strategy Asset Managers
California
$13.1M +$2.56M +42,219 +24%
LI
544
LMCG Investments
Massachusetts
$13.1M +$152K +2,499 +1%
GCM
545
Grisanti Capital Management
New York
$13.1M -$197K -3,240 -1%
AF
546
Ally Financial
Michigan
$13.1M -$8.8M -145,000 -40%
BCM
547
Brookmont Capital Management
Texas
$13M -$1.04M -17,074 -7%
PWP
548
Private Wealth Partners
California
$12.9M +$607K +9,990 +5%
EWA
549
EP Wealth Advisors
California
$12.9M +$585K +9,640 +5%
HCMT
550
Highland Capital Management (Tennessee)
Tennessee
$12.9M -$155K -2,550 -1%