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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 %
DAM
1051
Deltec Asset Management
New York
$2.4M
BFIM
1052
Beese Fulmer Investment Management
Ohio
$2.39M +$188K +3,104 +9%
CW
1053
Cabot-Wellington
Massachusetts
$2.38M +$612K +10,075 +35%
PIP
1054
Palisades Investment Partners
California
$2.37M +$1.21M +20,000 +105%
DWT
1055
Dorsey & Whitney Trust
South Dakota
$2.37M -$42.8K -705 -2%
BCM
1056
Birmingham Capital Management
Alabama
$2.37M +$13.9K +229 +0.6%
MIU
1057
Man Investments (UK)
United Kingdom
$2.36M +$348K +5,730 +17%
EHWM
1058
Eads & Heald Wealth Management
Georgia
$2.34M +$18.9K +312 +0.8%
JGUA
1059
John G. Ullman & Associates
New York
$2.34M -$243K -4,006 -9%
OIA
1060
Optimum Investment Advisors
Illinois
$2.33M -$57.7K -950 -2%
CFS
1061
Community Financial System
New York
$2.32M +$86.2K +1,420 +4%
IC
1062
InterOcean Capital
Illinois
$2.29M +$127K +2,090 +6%
AMM
1063
American Money Management
California
$2.28M -$149K -2,460 -6%
BSB
1064
Bangor Savings Bank
Maine
$2.28M -$31.9K -525 -1%
Tudor Investment Corp
1065
Tudor Investment Corp
Connecticut
$2.27M +$654K +10,769 +41%
WBG
1066
Wharton Business Group
Pennsylvania
$2.26M
EGA
1067
E&G Advisors
Texas
$2.26M +$558K +9,197 +33%
VFS
1068
VSR Financial Services
Kansas
$2.26M -$726K -11,954 -24%
SCM
1069
Stux Capital Management
New York
$2.26M -$121K -2,000 -5%
LPT
1070
Legacy Private Trust
Wisconsin
$2.26M +$49.3K +812 +2%
AWP
1071
Ascent Wealth Partners
New York
$2.26M +$25.8K +425 +1%
EWM
1072
Elite Wealth Management
Washington
$2.25M +$1.13M +18,689 +101%
FAM
1073
Foothills Asset Management
Arizona
$2.25M -$13.4K -221 -0.6%
TH
1074
Timber Hill
Connecticut
$2.25M -$4.47M -73,614 -67%
GVT
1075
Genesee Valley Trust
New York
$2.25M +$76.9K +1,267 +4%