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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 %
BB
601
Busey Bank
Illinois
$9.83M +$166K +2,649 +2%
WIC
602
Willis Investment Counsel
Georgia
$9.78M -$6.93M -110,800 -41%
CCM
603
Cohen Capital Management
California
$9.77M – – –
AAIM
604
American Assets Investment Management
California
$9.73M – – –
CCT
605
Chemung Canal Trust
New York
$9.65M -$471K -7,526 -5%
VC
606
Vestor Capital
Illinois
$9.64M +$76.5K +1,223 +0.8%
CF
607
CNA Financial
Illinois
$9.58M -$1.13M -18,025 -11%
TCM
608
Twin Capital Management
Pennsylvania
$9.57M +$544K +8,690 +6%
AP
609
Appleton Partners
Massachusetts
$9.36M -$311K -4,977 -3%
SM
610
Stratton Management
Pennsylvania
$9.33M +$340K +5,429 +4%
TYCC
611
Texas Yale Capital Corp
Florida
$9.33M +$125K +2,001 +1%
Daiwa Securities Group
612
Daiwa Securities Group
Japan
$9.28M -$1.03M -16,400 -10%
EAM
613
EULAV Asset Management
Florida
$9.26M -$313K -5,000 -3%
CI
614
Conning Inc
Connecticut
$9.26M -$204K -3,260 -2%
WAM
615
Wilsey Asset Management
California
$9.25M +$3.88K +62 +0%
Northwestern Mutual Wealth Management
616
Northwestern Mutual Wealth Management
Wisconsin
$9.24M -$2.51M -40,055 -21%
TIM
617
Thompson Investment Management
Wisconsin
$9.24M -$274K -4,371 -3%
BPB
618
Badgley, Phelps & Bell
Washington
$9.23M -$33.4K -534 -0.4%
GP
619
GLG Partners
United Kingdom
$9.12M -$585K -9,347 -6%
Truist Financial
620
Truist Financial
North Carolina
$9.12M -$51.8K -828 -0.6%
CW
621
Cobiz Wealth
Colorado
$9.1M -$109K -1,734 -1%
TAM
622
Taurus Asset Management
New York
$9.09M -$53.2K -850 -0.6%
EWM
623
Endurance Wealth Management
Rhode Island
$9.08M +$116K +1,861 +1%
HFS
624
Haverford Financial Services
Pennsylvania
$8.99M +$268K +4,278 +3%
GCA
625
Guardian Capital Advisors
Ontario, Canada
$8.93M +$141K +2,110 +2%
23 24
25
26 27