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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 %
HAI
651
Hennessy Advisors Inc
California
$8.92M +$3.47M +57,100 +64%
1SB
652
1ST Source Bank
Indiana
$8.88M +$296K +4,881 +3%
SCM
653
Shelton Capital Management
Colorado
$8.87M -$12.1K -200 -0.1%
RNS
654
Robert N. Shapiro
$8.86M -$380K -6,261 -4%
AAIM
655
American Assets Investment Management
California
$8.83M +$29.7K +490 +0.3%
EWM
656
Endurance Wealth Management
Rhode Island
$8.81M -$192K -3,161 -2%
Truist Financial
657
Truist Financial
North Carolina
$8.8M -$39.7K -654 -0.4%
PI
658
PineBridge Investments
New York
$8.65M -$3.42M -56,305 -28%
BWP
659
Baldwin Wealth Partners
Massachusetts
$8.63M -$21.1K -348 -0.2%
PCM
660
Parsons Capital Management
Rhode Island
$8.61M +$403K +6,631 +5%
CI
661
Conning Inc
Connecticut
$8.57M +$324K +5,340 +4%
PP
662
Patten & Patten
Tennessee
$8.49M +$316K +5,204 +4%
AC
663
AFAM Capital
Texas
$8.48M +$98.3K +1,619 +1%
BCM
664
BTR Capital Management
California
$8.48M -$28.8K -475 -0.3%
CIA
665
Choate Investment Advisors
Massachusetts
$8.47M -$78.1K -1,287 -0.9%
AHC
666
Adell Harriman & Carpenter
Texas
$8.34M -$95.6K -1,575 -1%
WAM
667
Wilsey Asset Management
California
$8.32M +$107K +1,764 +1%
JEW
668
Jamison Eaton & Wood
New Jersey
$8.29M -$402K -6,616 -5%
TAM
669
Taurus Asset Management
New York
$8.23M +$386K +6,364 +5%
NRS
670
Neville Rodie & Shaw
New York
$8.21M +$155K +2,556 +2%
MC
671
MSF Capital
New York
$8.21M -$1.02M -16,847 -11%
NSEDCP
672
NJ State Employees Deferred Compensation Plan
New Jersey
$8.2M
TYCC
673
Texas Yale Capital Corp
Florida
$8.18M +$441K +7,266 +6%
HFS
674
Haverford Financial Services
Pennsylvania
$8.18M +$91K +1,498 +1%
BCMU
675
BlueCrest Capital Management (UK)
Guernsey
$8.17M +$7.83M +129,019 +2,339%