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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 %
CAM
576
Cypress Asset Management
Texas
$10.9M +$234K +3,736 +2%
QCI
577
Quaker Capital Investments
Pennsylvania
$10.8M +$10.8M +172,206 New
RJFSA
578
Raymond James Financial Services Advisors
Florida
$10.7M -$337K -5,381 -3%
BWP
579
Baldwin Wealth Partners
Massachusetts
$10.7M -$849K -13,562 -7%
SAM
580
Strategy Asset Managers
California
$10.7M -$59.6K -953 -0.6%
NLI
581
Nippon Life Insurance
Japan
$10.7M -$168K -2,681 -2%
AF
582
Ally Financial
Michigan
$10.6M -$939K -15,000 -8%
PVH
583
Psagot Value Holdings
Israel
$10.6M +$850K +13,583 +9%
BOTW
584
Bank of the West
California
$10.6M +$393K +6,280 +4%
TMAM
585
Tokio Marine Asset Management
Japan
$10.6M -$3.62M -57,879 -25%
MFBTD
586
MB Financial Bank - Trust Department
Illinois
$10.6M -$10.2M -162,624 -49%
FPCM
587
Financial Partners Capital Management
New York
$10.5M +$305K +4,873 +3%
JPMIA
588
J.P. Marvel Investment Advisors
Massachusetts
$10.5M +$340K +5,440 +3%
SCM
589
Shelton Capital Management
Colorado
$10.4M +$376K +6,006 +4%
Walleye Trading
590
Walleye Trading
New York
$10.4M +$10.4M +166,727 New
SC
591
Sculptor Capital
New York
$10.4M -$301M -4,809,388 -97%
FMT
592
First Mercantile Trust
Tennessee
$10.3M -$1.38M -22,097 -12%
OH
593
Orbis Holdings
Bermuda
$10.3M +$1.12M +17,922 +12%
CBB
594
Citizens Business Bank
California
$10.3M +$139K +2,228 +1%
CCM
595
Covington Capital Management
California
$10.2M -$2.57K -41 -0%
EGA
596
Eagle Global Advisors
Texas
$10.2M -$159K -2,535 -2%
CCA
597
Cobblestone Capital Advisors
New York
$10.1M -$648K -10,352 -6%
ST
598
Spot Trading
Illinois
$10.1M +$10.1M +160,878 +110,950%
NCM
599
Noesis Capital Mangement
Florida
$10M -$18.3K -292 -0.2%
WAM
600
Winslow Asset Management
Ohio
$10M -$379K -6,051 -4%
22 23
24
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