JPM icon

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 %
FA
976
FMA Advisory
Pennsylvania
$3.07M +$156K +2,574 +5%
AL
977
Agran Libbie
California
$3.06M -$2.79K -46 -0.1%
SAM
978
Shamrock Asset Management
Texas
$3.06M -$6.92K -114 -0.2%
ACJ
979
Autonomy Capital (Jersey)
Jersey
$3.04M
CWP
980
Capital Wealth Planning
Florida
$3.04M +$2.42M +39,911 +395%
SAMT
981
Select Asset Management & Trust
Pennsylvania
$3.04M +$1.82M +30,004 +150%
RP
982
Raiff Partners
New York
$3.04M +$3.04M +50,000 New
ITIM
983
Indiana Trust & Investment Management
Indiana
$3.03M +$170K +2,794 +6%
WCA
984
Westover Capital Advisors
Delaware
$3.02M -$13.1K -216 -0.4%
BFO
985
Boston Family Office
Massachusetts
$3.01M -$179K -2,950 -6%
ECM
986
EagleClaw Capital Management
Massachusetts
$3.01M +$3.01M +49,587 New
SACTSONJ
987
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.01M
UBWV
988
United Bank (West Virginia)
West Virginia
$3M -$32.8K -540 -1%
ACP
989
Aviance Capital Partners
Florida
$2.97M -$1.82M -30,017 -38%
BIC
990
Bridges Investment Counsel
Nebraska
$2.96M +$97.1K +1,600 +3%
CIM
991
Calvert Investment Management
Maryland
$2.95M +$104K +1,711 +4%
BA
992
Bridgewater Advisors
New York
$2.94M +$8.86K +146 +0.3%
WCM
993
Washington Capital Management
Washington
$2.93M -$219K -3,600 -7%
HA
994
Halsey Associates
Connecticut
$2.92M
NJBEST
995
New Jersey Better Educational Savings Trust
New Jersey
$2.91M +$60.7K +1,000 +2%
FA
996
FDx Advisors
Illinois
$2.91M +$1.08M +17,709 +58%
ST
997
Somerset Trust
Pennsylvania
$2.91M -$94.3K -1,553 -3%
PL
998
Parthenon LLC
Kentucky
$2.91M -$50.6K -833 -2%
ANRIA
999
American National Registered Investment Advisor
Texas
$2.89M -$48.6K -801 -2%
TCOTO
1000
Trust Company of the Ozarks
Missouri
$2.89M -$16.3K -269 -0.6%