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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 %
AIM
526
Artemis Investment Management
United Kingdom
$13.5M -$5.42M -86,538 -29%
LBC
527
Lowe Brockenbrough & Co
Virginia
$13.5M -$198K -3,165 -1%
LCP
528
Lombardia Capital Partners
California
$13.5M -$1.44M -22,954 -10%
LI
529
LMCG Investments
Massachusetts
$13.3M -$25.7K -411 -0.2%
CIP
530
Convergence Investment Partners
Florida
$13.2M -$625K -9,990 -5%
HCMT
531
Highland Capital Management (Tennessee)
Tennessee
$13.1M +$13.1M +209,639 New
PWP
532
Private Wealth Partners
California
$13M +$347K +5,550 +3%
CAM
533
Carret Asset Management
New York
$13M +$1.94K +31 +0%
GLRA
534
Gerald L. Ray & Associates
Texas
$12.9M -$125K -2,004 -1%
TCM
535
Tufton Capital Management
Maryland
$12.9M -$264K -4,223 -2%
BCAM
536
Boston Common Asset Management
Massachusetts
$12.9M +$269K +4,302 +2%
HCMNY
537
Howard Capital Management (New York)
New York
$12.8M +$86.9K +1,389 +0.7%
Jones Financial Companies
538
Jones Financial Companies
Missouri
$12.7M -$365K -5,833 -3%
CHA
539
Cedar Hill Associates
Illinois
$12.6M -$371K -5,926 -3%
BCM
540
Brookmont Capital Management
Texas
$12.5M -$3.12M -49,782 -20%
SCM
541
Schneider Capital Management
Pennsylvania
$12.5M -$56.3K -900 -0.4%
WTC
542
WhitTier Trust Company
Nevada
$12.5M +$174K +2,787 +1%
DDPIC
543
Deroy & Devereaux Private Investment Counsel
Michigan
$12.5M -$19K -303 -0.2%
PFC
544
Phocas Financial Corp
California
$12.5M -$2.72M -43,394 -18%
PDN
545
Pensionfund DSM Netherlands
Netherlands
$12.5M – – –
FAB
546
First American Bank
Illinois
$12.4M +$111K +1,775 +0.9%
WG
547
Winton Group
United Kingdom
$12.4M -$21.6M -345,542 -63%
BSPF
548
British Steel Pension Fund
United Kingdom
$12.2M – – –
NB
549
NBT Bank
New York
$12.2M -$45.6K -728 -0.4%
FCI
550
Financial Counselors Inc
Kansas
$12.1M +$766K +12,244 +7%
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