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JPMorgan Chase
JPM

Overview Fund Activity

1,812 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 665 increasing their positions, 744 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+119
Holders Change %
+7.03%
% of All Funds
48.36%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.44%
New
199
Increased
665
Reduced
744
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M

Top Buyers

1
GA
Greenhaven Associates
New York
+$465M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$461M
3
State Street
State Street
Massachusetts
+$400M
4
ECU
Egerton Capital (UK)
United Kingdom
+$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$267M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$451M
2
SC
Sculptor Capital
New York
-$301M
3
Franklin Resources
Franklin Resources
California
-$282M
4
Bank of America
Bank of America
North Carolina
-$278M
5
Citadel Advisors
Citadel Advisors
Florida
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPIA
1001
Mountain Pacific Investment Advisers
Idaho
$2.91M -$135K -2,150 -4%
ST
1002
Somerset Trust
Pennsylvania
$2.9M -$17.2K -275 -0.6%
CB
1003
Community Bank
New York
$2.89M +$2.89M +46,159 New
CNC
1004
Citizens & Northern Corp
Pennsylvania
$2.88M +$629K +10,055 +28%
BC
1005
Brinker Capital
Pennsylvania
$2.88M -$90K -1,439 -3%
RMSCM
1006
R.M. Sincerbeaux Capital Management
New York
$2.88M +$75.1K +1,200 +3%
HI
1007
HBK Investments
Texas
$2.87M -$5.99M -95,699 -68%
NEPWA
1008
New England Private Wealth Advisors
Massachusetts
$2.87M +$86.4K +1,382 +3%
SAM
1009
Shamrock Asset Management
Texas
$2.87M -$211K -3,381 -7%
LNWWM
1010
Laird Norton Wetherby Wealth Management
California
$2.86M +$272K +4,354 +11%
HRIA
1011
Haberer Registered Investment Advisor
Ohio
$2.86M -$337K -5,388 -11%
IP
1012
Interval Partners
New York
$2.86M +$2.86M +45,665 New
VST
1013
Van Strum & Towne
California
$2.86M – – –
RAM
1014
Roanoke Asset Management
New Jersey
$2.86M +$262K +4,190 +10%
COI
1015
Connable Office Inc
Michigan
$2.84M – – –
RIG
1016
Roosevelt Investment Group
New York
$2.83M -$753K -12,032 -21%
GWM
1017
Graybill Wealth Management
Illinois
$2.83M +$34.4K +550 +1%
ACM
1018
Argyle Capital Management
Pennsylvania
$2.82M – – –
CAL
1019
Capital Analysts LLC
Pennsylvania
$2.82M +$118K +1,879 +4%
WCA
1020
Westover Capital Advisors
Delaware
$2.77M -$242K -3,864 -8%
CCM
1021
Coldstream Capital Management
Washington
$2.76M +$368K +5,876 +15%
KCM
1022
Kames Capital Management
United Kingdom
$2.75M – – –
JIC
1023
JRM Investment Counsel
Nebraska
$2.72M +$2.72M +43,450 New
ATC
1024
Argent Trust Co
Tennessee
$2.71M +$2.71M +43,355 New
SPC
1025
Sigma Planning Corp
Michigan
$2.71M +$2.71M +43,244 New
39 40
41
42 43