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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 %
TBNY
1051
Trustco Bank (New York)
New York
$2.52M +$32.9K +526 +1%
OIA
1052
Optimum Investment Advisors
Illinois
$2.52M +$1.25M +39,323 +99%
CT
1053
Cambridge Trust
Massachusetts
$2.51M -$260K -4,151 -9%
FMWA
1054
Forvis Mazars Wealth Advisors
Missouri
$2.51M +$187K +2,985 +8%
TWM
1055
Torch Wealth Management
Ohio
$2.5M +$116K +1,851 +5%
AC
1056
Alleghany Corporation
New York
$2.5M – – –
JC
1057
JBF Capital
Colorado
$2.5M – – –
BHB
1058
Bank Hapoalim BM
Israel
$2.5M -$250 -4 -0%
BCM
1059
Birmingham Capital Management
Alabama
$2.49M – – –
CS
1060
Cannell & Spears
New York
$2.49M +$46.2K +739 +2%
BPC
1061
Banque Pictet & Cie
Switzerland
$2.47M -$15.7M -250,916 -86%
EWM
1062
Edge Wealth Management
New York
$2.46M -$220K -3,500 -8%
AUB
1063
Atlantic Union Bankshares
Virginia
$2.45M +$1.9M +30,400 +348%
IB
1064
Intrust Bank
Kansas
$2.45M +$502K +8,015 +26%
AWP
1065
Ascent Wealth Partners
New York
$2.41M +$107K +1,715 +5%
ACP
1066
Aviance Capital Partners
Florida
$2.41M -$80.9K -1,292 -3%
HCA
1067
Horan Capital Advisors
Ohio
$2.41M +$313K +5,006 +15%
SCM
1068
Stanley Capital Management
Texas
$2.41M +$2.41M +38,465 New
DVM
1069
Dreman Value Management
Florida
$2.41M -$70.1K -1,120 -3%
LCM
1070
Leonard Capital Management
Florida
$2.4M +$814K +13,000 +51%
AssetMark Inc
1071
AssetMark Inc
California
$2.39M -$98.5K -1,574 -4%
BKA
1072
Brick & Kyle Associates
Pennsylvania
$2.39M +$2.39M +38,220 New
CNFG
1073
Creegan & Nassoura Financial Group
New Hampshire
$2.39M +$2.39M +38,185 New
GIA
1074
Guyasuta Investment Advisors
Pennsylvania
$2.38M +$74.3K +1,187 +3%
CCM
1075
CWH Capital Management
Washington
$2.36M -$57.3K -915 -2%
41 42
43
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