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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 %
KIA
751
KCM Investment Advisors
California
$6.15M +$28.8K +475 +0.5%
MLIM
752
Mountain Lake Investment Management
Florida
$6.12M
RC
753
RBO & Co
California
$6.12M +$23.3K +384 +0.4%
OCM
754
Oskie Capital Management
New York
$6.07M -$2.31M -38,112 -28%
HJA
755
Hugh Johnson Advisors
New York
$6.07M +$68.1K +1,121 +1%
PCM
756
Palouse Capital Management
Washington
$6.03M -$187K -3,075 -3%
AAMU
757
AEGON Asset Management (UK)
United Kingdom
$6.02M -$1.27M -20,933 -17%
SAM
758
Selway Asset Management
$6M -$27.4K -452 -0.5%
HC
759
Highmount Capital
New York
$6M +$28.5K +470 +0.5%
ACI
760
Alpha Cubed Investments
California
$5.98M -$895K -14,739 -13%
HRC
761
Hoertkorn Richard Charles
$5.97M -$3.04K -50 -0.1%
HTI
762
Hikari Tsushin Inc
Japan
$5.94M
CTC
763
Central Trust Company
Missouri
$5.93M +$287K +4,720 +5%
PRA
764
Parametric Risk Advisors
Connecticut
$5.91M -$364K -6,000 -6%
CFA
765
Carroll Financial Associates
North Carolina
$5.89M +$255K +4,204 +5%
DY
766
Dowling & Yahnke
California
$5.88M +$196K +3,230 +3%
FNT
767
First National Trust
Pennsylvania
$5.83M +$187K +3,081 +3%
VKH
768
Virtu KCG Holdings
New York
$5.79M +$547K +9,009 +10%
CCM
769
Compton Capital Management
Rhode Island
$5.78M -$4.13K -68 -0.1%
AWCI
770
Alpine Woods Capital Investors
New York
$5.77M +$121K +2,000 +2%
ATC
771
Argent Trust Company
Louisiana
$5.74M +$158K +2,595 +3%
WKWM
772
Walter & Keenan Wealth Management
Indiana
$5.72M +$5.72M +94,117 New
IFB
773
iAB Financial Bank
Indiana
$5.71M
SAG
774
Sterne Agee Group
Alabama
$5.71M +$1.26M +20,715 +28%
CWM
775
Calamos Wealth Management
Illinois
$5.69M +$111K +1,833 +2%