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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 %
CAM
1026
CMT Asset Management
Illinois
$2.7M +$2.23M +35,704 +480%
JFGIW
1027
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.7M +$39.4K +630 +1%
WPP
1028
Whalerock Point Partners
Rhode Island
$2.69M +$136K +2,174 +5%
MNBTD
1029
Moody National Bank Trust Division
Texas
$2.69M -$6.26K -100 -0.2%
BCA
1030
Bray Capital Advisors
Florida
$2.69M +$2.69M +42,920 New
MPWT
1031
MassMutual Private Wealth & Trust
Connecticut
$2.68M -$4.33M -69,136 -62%
RMDI
1032
R.M. Davis Inc
Maine
$2.67M -$181K -2,895 -6%
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$2.67M +$19.1K +305 +0.7%
MFS
1034
MSI Financial Services
Massachusetts
$2.65M +$230K +3,674 +10%
JIM
1035
Jupiter Investment Management
United Kingdom
$2.64M -$453K -7,233 -15%
MFIMFI
1036
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.63M – – –
11A
1037
10-15 Associates
New York
$2.63M -$79.9K -1,277 -3%
NPC
1038
National Planning Corporation
California
$2.62M -$84.4K -1,428 -3%
OC
1039
Oakworth Capital
Alabama
$2.62M +$3.13K +50 +0.1%
ANBTV
1040
American National Bank & Trust (Virginia)
Virginia
$2.62M +$476K +7,609 +22%
CD
1041
Carl Domino
Florida
$2.6M -$149K -2,374 -5%
FHC
1042
First Heartland Consultants
Missouri
$2.59M +$27.8K +444 +1%
WIC
1043
Woodmont Investment Counsel
Tennessee
$2.58M -$35K -559 -1%
PTB
1044
Pioneer Trust Bank
Oregon
$2.58M +$36K +575 +1%
AMM
1045
American Money Management
California
$2.58M -$35.9K -574 -1%
PIM
1046
Penobscot Investment Management
Massachusetts
$2.56M – – –
DSC
1047
Duncker Streett & Co
Missouri
$2.55M +$10.1K +161 +0.4%
GVT
1048
Genesee Valley Trust
New York
$2.54M +$36.8K +588 +1%
PPSG
1049
Princeton Portfolio Strategies Group
New Jersey
$2.53M -$26.9K -430 -1%
PSI
1050
Pinnacle Summer Investments
Virginia
$2.52M -$200K -3,629 -7%
40 41
42
43 44