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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 %
SCA
1026
Stonebridge Capital Advisors
Minnesota
$2.62M +$133K +2,183 +5%
SSI
1027
Scott & Selber Inc
Texas
$2.59M -$15.1K -248 -0.6%
CCA
1028
Catalyst Capital Advisors
New York
$2.58M +$2.58M +42,500 New
BMO
1029
Beck Mack & Oliver
New York
$2.56M -$122K -2,008 -5%
I
1030
IberiaBank
Louisiana
$2.54M +$133K +2,186 +6%
JIM
1031
Jupiter Investment Management
United Kingdom
$2.54M +$793K +13,067 +45%
WIS
1032
Wright Investors Service
Connecticut
$2.53M -$86K -1,417 -3%
WIC
1033
Woodmont Investment Counsel
Tennessee
$2.53M -$633K -10,419 -20%
AP
1034
Advisor Partners
California
$2.53M +$131K +2,156 +5%
IC
1035
Inverness Counsel
New York
$2.51M -$2.36M -38,941 -49%
TWI
1036
Thomas White International
Illinois
$2.51M -$318K -5,235 -11%
DSC
1037
Duncker Streett & Co
Missouri
$2.5M +$12.8K +211 +0.5%
LNWWM
1038
Laird Norton Wetherby Wealth Management
California
$2.49M -$45.1K -742 -2%
BA
1039
Birinyi Associates
Connecticut
$2.48M +$299K +4,920 +14%
PTC
1040
Private Trust Company
Ohio
$2.46M -$197K -3,252 -7%
FMWA
1041
Forvis Mazars Wealth Advisors
Missouri
$2.46M +$55.6K +918 +2%
PTB
1042
Pioneer Trust Bank
Oregon
$2.45M -$39.5K -650 -2%
RAM
1043
Roanoke Asset Management
New Jersey
$2.45M +$32.8K +540 +1%
MFIMFI
1044
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.44M +$511K +8,420 +26%
TWM
1045
Torch Wealth Management
Ohio
$2.43M +$134K +2,201 +6%
OC
1046
Oakworth Capital
Alabama
$2.42M +$79K +1,302 +3%
PIM
1047
Penobscot Investment Management
Massachusetts
$2.42M -$25.9K -426 -1%
RG
1048
Renaissance Group
Kentucky
$2.41M -$35.5K -584 -1%
IB
1049
Intrust Bank
Kansas
$2.41M +$9.53K +157 +0.4%
TBNY
1050
Trustco Bank (New York)
New York
$2.41M +$1.28K +21 +0.1%