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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 %
PC
651
PointState Capital
New York
$8.14M +$8.14M +130,000 New
NRS
652
Neville Rodie & Shaw
New York
$8.11M -$273K -4,358 -3%
GMIM
653
General Motors Investment Management
New York
$8.09M -$1.37M -21,900 -14%
LAM
654
Lingohr Asset Management
Germany
$8.08M -$4.9M -84,977 -38%
ACM
655
Azimuth Capital Management
Michigan
$8.06M +$213K +3,410 +3%
DP
656
Dearborn Partners
Illinois
$8.03M -$196K -3,126 -2%
BOH
657
Bank of Hawaii
Hawaii
$8.02M -$375K -5,999 -4%
HAI
658
Hennessy Advisors Inc
California
$8.02M +$626K +10,000 +8%
SGDR
659
SPX Gestao de Recursos
Brazil
$8.01M +$4.24M +67,757 +112%
CC
660
Colrain Capital
Massachusetts
$8.01M -$1M -16,000 -11%
PL
661
Perpetual Ltd
Australia
$7.99M -$1.68M -26,770 -17%
CA
662
Continental Advisors
Utah
$7.99M – – –
SI
663
Stephens Inc
Arkansas
$7.95M -$199K -3,185 -2%
CCFCSB
664
Cape Cod Five Cents Savings Bank
Massachusetts
$7.93M +$214K +3,419 +3%
VIP
665
Vantage Investment Partners
Missouri
$7.92M – – –
CIA
666
Choate Investment Advisors
Massachusetts
$7.89M -$405K -6,471 -5%
CEI
667
Clark Estates Inc
New York
$7.86M +$1.99M +31,750 +34%
ACH
668
ArrowMark Colorado Holdings
Colorado
$7.78M -$3.53M -56,381 -31%
FHA
669
First Horizon Advisors
Tennessee
$7.74M +$152K +2,424 +2%
TAM
670
Trillium Asset Management
Massachusetts
$7.68M -$694K -11,095 -8%
PWM
671
Patriot Wealth Management
Texas
$7.64M +$175K +2,804 +2%
SCM
672
Suffolk Capital Management
New York
$7.56M +$1.54M +24,542 +25%
BFM
673
Boston Financial Management
Massachusetts
$7.56M +$16K +256 +0.2%
FNBT
674
FineMark National Bank & Trust
Florida
$7.52M +$813K +12,987 +12%
OMC
675
Overbrook Management Corp
New York
$7.5M +$85.2K +1,362 +1%
25 26
27
28 29