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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 %
TA
701
TBP Advisors
New York
$7.34M -$60.4K -995 -0.8%
CNBT
702
Canandaigua National Bank & Trust
New York
$7.31M +$20.5K +337 +0.3%
SDJVC
703
St. Denis J. Villere & Co
Louisiana
$7.3M -$225K -3,710 -3%
RW
704
Rand Wealth
Maryland
$7.3M +$153K +2,528 +2%
FTC
705
Farmers Trust Company
Ohio
$7.26M -$124K -2,048 -2%
CPS
706
Counsel Portfolio Services
Ontario, Canada
$7.25M -$74.3K -1,224 -1%
SI
707
Stephens Inc
Arkansas
$7.24M +$110K +1,816 +2%
CB
708
Chemical Bank
Michigan
$7.23M +$6.37K +105 +0.1%
AT
709
Arden Trust
Delaware
$7.23M -$618K -10,173 -8%
CCFCSB
710
Cape Cod Five Cents Savings Bank
Massachusetts
$7.19M +$395K +6,506 +6%
FBC
711
Fairfield, Bush & Co
Connecticut
$7.16M -$12.1K -199 -0.2%
QIM
712
Quest Investment Management
Oregon
$7.14M -$1.42M -23,408 -17%
1IA
713
1834 Investment Advisors
Wisconsin
$7.14M +$80.6K +1,328 +1%
FMBTD
714
First Midwest Bank Trust Division
Illinois
$7.12M +$713K +11,752 +11%
FFBTD
715
First Financial Bank - Trust Division
Ohio
$7.08M +$179K +2,941 +3%
CRCM
716
Crystal Rock Capital Management
Illinois
$7.07M +$92.1K +1,517 +1%
VW
717
Vantage Wealth
California
$7.03M +$194K +3,200 +3%
BC
718
Bartlett & Co
Ohio
$7.01M -$40.3K -664 -0.6%
CA
719
Continental Advisors
Utah
$6.99M -$911K -15,000 -12%
BOH
720
Bank of Hawaii
Hawaii
$6.98M +$2.1M +34,618 +43%
PWM
721
Patriot Wealth Management
Texas
$6.97M +$190K +3,123 +3%
CIA
722
CSat Investment Advisory
Michigan
$6.97M -$2.95M -48,581 -30%
AHC
723
Anderson Hoagland & Co
Missouri
$6.96M -$296K -4,883 -4%
DIA
724
Dean Investment Associates
Ohio
$6.93M -$601K -9,906 -8%
CWM
725
Cabot Wealth Management
Massachusetts
$6.91M +$1.71M +28,160 +33%