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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 %
AA
801
Ancora Advisors
Ohio
$5.21M +$322K +5,300 +7%
CA
802
Callahan Advisors
Texas
$5.19M +$232K +3,828 +5%
EB
803
Eastern Bank
Massachusetts
$5.19M +$189K +3,116 +4%
SC
804
SouthState Corp
Florida
$5.19M +$685K +11,290 +15%
AI
805
Ariel Investments
Illinois
$5.18M +$12.1K +200 +0.2%
PPCM
806
Pillar Pacific Capital Management
California
$5.16M -$137K -2,265 -3%
MC
807
Martin & Co
Tennessee
$5.11M +$117K +1,921 +2%
NCM
808
Narwhal Capital Management
Georgia
$5.09M -$386K -6,350 -7%
DLG
809
Daniel L. Goodwin
$5.08M -$2.1M -34,631 -29%
FM
810
Foster & Motley
Ohio
$5.05M +$693K +11,420 +16%
WCM
811
Wisconsin Capital Management
Wisconsin
$5.05M -$246K -4,050 -5%
WRM
812
Westport Resources Management
Connecticut
$5.04M +$552K +9,099 +12%
OCM
813
Oakwood Capital Management
California
$5.02M +$66.4K +1,094 +1%
FAAS
814
First Allied Advisory Services
California
$5.02M +$865K +14,297 +21%
ANBT
815
American National Bank & Trust
Texas
$5.01M +$14.4K +238 +0.3%
MCM
816
Murphy Capital Management
New Jersey
$5M +$426K +7,013 +9%
SNT
817
Security National Trust
West Virginia
$5M +$78.3K +1,290 +2%
ST
818
Stifel Trust
Missouri
$5M -$178K -2,935 -3%
WFM
819
Wilmington Funds Management
Delaware
$4.98M -$3.43M -56,415 -41%
MMCM
820
Marque Millennium Capital Management
New York
$4.97M
CIM
821
CenturyLink Investment Management
Colorado
$4.96M -$435K -7,171 -8%
GCA
822
Greenwood Capital Associates
South Carolina
$4.96M -$398K -6,555 -7%
WC
823
Wexford Capital
Florida
$4.95M +$4.95M +81,603 New
ANTB
824
AMG National Trust Bank
Colorado
$4.93M -$39K -643 -0.8%
LTFS
825
Ladenburg Thalmann Financial Services
Florida
$4.93M +$158K +2,599 +3%