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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 %
DIA
626
Davidson Investment Advisors
Montana
$9.57M +$2.62M +43,135 +38%
NCM
627
Noesis Capital Mangement
Florida
$9.57M +$195K +3,210 +2%
AHB
628
Abner Herrman & Brock
New Jersey
$9.57M +$153K +2,526 +2%
BOTW
629
Bank of the West
California
$9.56M +$198K +3,255 +2%
RP
630
Reinhart Partners
Wisconsin
$9.55M -$142K -2,345 -1%
MAM
631
Martingale Asset Management
Massachusetts
$9.54M +$4.05M +66,641 +74%
ZAM
632
Zenit Asset Management
Sweden
$9.53M -$8.76M -144,000 -48%
GMIM
633
General Motors Investment Management
New York
$9.44M -$1.27M -20,857 -12%
FPCM
634
Financial Partners Capital Management
New York
$9.44M -$306K -5,044 -3%
CW
635
Cobiz Wealth
Colorado
$9.43M -$384K -6,321 -4%
TBA
636
Tower Bridge Advisors
Pennsylvania
$9.32M +$70.8K +1,166 +0.8%
FWIA
637
Fort Washington Investment Advisors
Ohio
$9.31M +$2.34M +38,483 +34%
BB
638
Busey Bank
Illinois
$9.3M +$27.9K +460 +0.3%
Creative Planning
639
Creative Planning
Kansas
$9.24M +$263K +4,324 +3%
CC
640
Colrain Capital
Massachusetts
$9.23M -$820K -13,500 -8%
VC
641
Vestor Capital
Illinois
$9.17M +$120K +1,977 +1%
TIM
642
Thompson Investment Management
Wisconsin
$9.17M -$135K -2,225 -1%
SM
643
Stratton Management
Pennsylvania
$9.15M +$91.2K +1,503 +1%
ERIM
644
Eagle Ridge Investment Management
Connecticut
$9.12M +$2.01M +33,166 +28%
Capital Fund Management (CFM)
645
Capital Fund Management (CFM)
France
$9.11M +$1.66M +27,325 +22%
TCM
646
Twin Capital Management
Pennsylvania
$9.1M +$605K +9,970 +7%
MFBTD
647
MB Financial Bank - Trust Department
Illinois
$9.08M -$62K -1,022 -0.7%
ACM
648
Advent Capital Management
New York
$9.06M +$9.06M +149,231 New
BPB
649
Badgley, Phelps & Bell
Washington
$9M +$82.1K +1,353 +0.9%
SAMNY
650
Samsung Asset Management (New York)
New York
$8.92M -$2.79M -46,010 -24%