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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 %
KJHP
676
K.J. Harrison & Partners
Ontario, Canada
$8.13M -$749K -12,398 -8%
AIA
677
Alerus Investment Advisors
Minnesota
$8.09M -$561K -9,249 -6%
PDN
678
Pensionfund DSM Netherlands
Netherlands
$8.07M -$823K -13,551 -9%
GCA
679
Guardian Capital Advisors
Ontario, Canada
$8.06M +$65.7K +1,095 +0.8%
CCMG
680
Clark Capital Management Group
Pennsylvania
$7.99M -$2.42M -39,920 -23%
SYBT
681
Stock Yards Bank & Trust
Kentucky
$7.95M +$372K +6,122 +5%
DP
682
Dearborn Partners
Illinois
$7.94M -$63.9K -1,053 -0.8%
KRSITF
683
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.93M -$156K -2,567 -2%
BIA
684
Biondo Investment Advisors
Pennsylvania
$7.88M +$173K +2,857 +2%
LOCB
685
Lombard Odier & Cie (Bahamas)
Bahamas
$7.87M -$1.52M -25,020 -16%
WF
686
WealthTrust Fairport
Ohio
$7.85M -$75.8K -1,249 -1%
CAN
687
Cetera Advisor Networks
California
$7.84M -$204K -3,383 -3%
FAT
688
First American Trust
California
$7.79M +$454K +7,474 +6%
DBT
689
Dubuque Bank & Trust
Iowa
$7.78M -$119K -1,955 -2%
MERSOM
690
Municipal Employees' Retirement System of Michigan
Michigan
$7.78M +$42.5K +700 +0.5%
MYAM
691
Meiji Yasuda Asset Management
Japan
$7.78M +$44.6K +734 +0.6%
TAM
692
Trillium Asset Management
Massachusetts
$7.71M -$7.72M -127,254 -50%
VIP
693
Vantage Investment Partners
Missouri
$7.69M
CA
694
Cullinan Associates
Kentucky
$7.65M +$620K +10,204 +9%
BFM
695
Boston Financial Management
Massachusetts
$7.64M -$23.7K -391 -0.3%
TCM
696
Tradition Capital Management
New Jersey
$7.53M +$35.3K +582 +0.5%
WTB
697
Washington Trust Bank
Washington
$7.42M +$7.42M +122,264 New
FNB
698
First Niagara Bank
New York
$7.39M -$592K -9,747 -7%
Fuller & Thaler Asset Management
699
Fuller & Thaler Asset Management
California
$7.38M +$395K +6,500 +6%
Cambridge Investment Research Advisors
700
Cambridge Investment Research Advisors
Iowa
$7.35M +$297K +4,889 +4%