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JPMorgan Chase
JPM

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.44B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
Ameriprise
Ameriprise
Minnesota
+$333M
4
Dodge & Cox
Dodge & Cox
California
+$329M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$313M

Top Sellers

1
IC
Institutional Capital
Illinois
-$545M
2
Citigroup
Citigroup
New York
-$326M
3
Invesco
Invesco
Georgia
-$321M
4
Goldman Sachs
Goldman Sachs
New York
-$317M
5
DCM
Discovery Capital Management
Connecticut
-$302M
Name Holding Trade Value Shares
Change 		Shares
Change %
PR
826
Payden & Rygel
California
$4.91M – – –
BWAM
827
Boyd Watterson Asset Management
Ohio
$4.91M +$24.3K +401 +0.5%
HIM
828
Hermes Investment Management
United Kingdom
$4.9M +$747K +12,301 +18%
CIS
829
Connors Investor Services
Pennsylvania
$4.88M +$480K +7,905 +11%
JC
830
JBF Capital
Colorado
$4.87M -$2.36M -38,833 -33%
HVIA
831
Hudson Valley Investment Advisors
New York
$4.87M +$135K +2,224 +3%
SHA
832
Smith Hayes Advisers
Nebraska
$4.87M +$99.4K +1,637 +2%
LD
833
Lipe & Dalton
New York
$4.86M -$93.9K -1,728 -2%
CTA
834
Colonial Trust Advisors
South Carolina
$4.86M -$11.1K -182 -0.2%
BCM
835
Bourgeon Capital Management
Connecticut
$4.85M +$379K +6,250 +8%
MC
836
Mathes Company
New York
$4.79M +$2.39M +39,440 +100%
Envestnet Asset Management
837
Envestnet Asset Management
Illinois
$4.78M +$440K +7,249 +10%
SGCA
838
Steel Grove Capital Advisors
Tennessee
$4.77M -$30.4K -500 -0.6%
LA
839
Leonetti & Associates
Illinois
$4.77M +$115K +1,900 +2%
DPIM
840
Duff & Phelps Investment Management
Illinois
$4.75M +$23.1K +380 +0.5%
AIC
841
Argus Investors Counsel
New York
$4.74M -$109K -1,800 -2%
AF
842
Arrow Financial
New York
$4.68M -$37K -610 -0.8%
AGI
843
Athena Global Investors
Virginia
$4.67M +$4.67M +76,972 New
BAM
844
Boyar Asset Management
New York
$4.67M -$12.1K -200 -0.3%
DLCIG
845
D.L. Carlson Investment Group
New Hampshire
$4.66M -$219K -3,615 -5%
BONST
846
Bank of Nova Scotia Trust
Ontario, Canada
$4.65M +$162K +2,662 +4%
TCM
847
Tran Capital Management
California
$4.64M +$10.6K +175 +0.2%
CA
848
Cornerstone Advisors
North Carolina
$4.63M – – –
DCM
849
Decade Capital Management
New York
$4.61M +$4.61M +75,865 New
BHWM
850
Bar Harbor Wealth Management
New Hampshire
$4.59M -$163K -2,692 -3%
32 33
34
35 36