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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 %
HC
1076
HHG & Company
Connecticut
$2.24M -$302K -2,876 -12%
WTIM
1077
Wilmington Trust Investment Management
Delaware
$2.21M -$1.78M -29,433 -45%
NL
1078
NWAM LLC
Washington
$2.21M +$291K +4,792 +15%
NC
1079
Northpointe Capital
Michigan
$2.2M +$107K +1,757 +5%
BCM
1080
Bluefin Capital Management
New York
$2.2M -$12.6M -210,440 -85%
DBIA
1081
Dumont & Blake Investment Advisors
New Jersey
$2.2M -$66.8K -1,100 -3%
SCM
1082
SOL Capital Management
Maryland
$2.19M -$15.8K -260 -0.7%
GIA
1083
Guyasuta Investment Advisors
Pennsylvania
$2.17M -$3.34K -55 -0.2%
FFA
1084
Fragasso Financial Advisors
Pennsylvania
$2.17M +$58.3K +961 +3%
KAM
1085
Kokusai Asset Management
Japan
$2.16M -$85K -1,400 -4%
SIMM
1086
Stillwater Investment Management (Minnesota)
Minnesota
$2.14M -$4.8K -79 -0.2%
RSS
1087
Rosenblum Silverman Sutton
California
$2.14M +$10.6K +175 +0.5%
MFS
1088
MSI Financial Services
Massachusetts
$2.13M +$73.4K +1,209 +4%
SFSIG
1089
San Francisco Sentry Investment Group
California
$2.13M +$26.2K +432 +1%
PMG
1090
ProVise Management Group
Florida
$2.13M -$497K -8,185 -19%
LPC
1091
Loeb Partners Corp
New York
$2.13M +$668K +11,000 +46%
JFGIW
1092
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.12M -$46.3K -763 -2%
11A
1093
10-15 Associates
New York
$2.11M -$30K -495 -1%
GI
1094
Gradient Investments
Minnesota
$2.1M +$2.05M +33,826 +4,751%
G
1095
GlobalBridge
Minnesota
$2.1M +$16K +263 +0.8%
WS
1096
Wedbush Securities
California
$2.09M +$17.4K +286 +0.8%
PPSG
1097
Princeton Portfolio Strategies Group
New Jersey
$2.09M -$279K -4,593 -12%
SCI
1098
S&CO Inc
Massachusetts
$2.08M -$12.1K -200 -0.6%
HCC
1099
Hirtle Callaghan & Co
Pennsylvania
$2.08M +$28.9K +476 +1%
BSWMG
1100
Barrington Strategic Wealth Management Group
Illinois
$2.07M +$118K +1,950 +6%