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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 %
MCM
1001
McMillion Capital Management
North Carolina
$2.89M -$23.1K -380 -0.8%
BC
1002
Brinker Capital
Pennsylvania
$2.85M +$70.7K +1,165 +3%
LIM
1003
Leavell Investment Management
Alabama
$2.83M -$1.46K -24 -0.1%
MCA
1004
Metropolitan Capital Advisors
New York
$2.82M -$793K -13,063 -22%
PCM
1005
Princeton Capital Management
New Jersey
$2.82M -$237K -3,910 -8%
VST
1006
Van Strum & Towne
California
$2.81M +$10.6K +175 +0.4%
RMSCM
1007
R.M. Sincerbeaux Capital Management
New York
$2.79M – – –
First Eagle Investment Management
1008
First Eagle Investment Management
New York
$2.79M – – –
CCS
1009
Crosspoint Capital Strategies
California
$2.79M -$9.17K -151 -0.3%
COI
1010
Connable Office Inc
Michigan
$2.79M -$16.2K -266 -0.6%
LW
1011
Linscomb Wealth
Texas
$2.78M +$533K +8,773 +24%
CD
1012
Carl Domino
Florida
$2.75M +$48.9K +805 +2%
BIM
1013
Beach Investment Management
Pennsylvania
$2.75M +$1.03M +16,980 +60%
SAM
1014
Sawgrass Asset Management
Florida
$2.74M – – –
VAM
1015
Visium Asset Management
New York
$2.74M +$1.89M +31,065 +221%
Rafferty Asset Management
1016
Rafferty Asset Management
New York
$2.72M -$1.8M -29,673 -40%
CT
1017
Cambridge Trust
Massachusetts
$2.72M -$88K -1,449 -3%
NEPWA
1018
New England Private Wealth Advisors
Massachusetts
$2.72M -$55.7K -918 -2%
GWM
1019
Graybill Wealth Management
Illinois
$2.71M +$29.8K +490 +1%
LMAM
1020
Legg Mason Asset Management
Japan
$2.7M -$310K -5,100 -10%
BAM
1021
Burnham Asset Management
New York
$2.68M +$484K +7,977 +22%
FHC
1022
First Heartland Consultants
Missouri
$2.67M +$11.3K +186 +0.4%
NPC
1023
National Planning Corporation
California
$2.65M +$22.3K +368 +0.8%
FAM
1024
Fiduciary Asset Management
Missouri
$2.65M +$1.01M +16,700 +62%
CC
1025
Courier Capital
New York
$2.64M -$35.3K -582 -1%
39 40
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