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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 %
LRPA
1076
L. Roy Papp & Associates
Arizona
$2.35M +$2.35M +37,595 New
CC
1077
Courier Capital
New York
$2.35M -$75.1K -1,200 -3%
CWP
1078
Capital Wealth Planning
Florida
$2.35M +$398K +6,368 +20%
CAM
1079
Congress Asset Management
Massachusetts
$2.33M +$220K +3,512 +10%
BSB
1080
Bangor Savings Bank
Maine
$2.33M -$63 -1 -0%
PAI
1081
Pittenger & Anderson Inc
Nebraska
$2.32M +$246K +3,935 +12%
1GA
1082
1st Global Advisors
Texas
$2.32M -$1.31M -21,009 -36%
DWT
1083
Dorsey & Whitney Trust
South Dakota
$2.31M -$6.26K -100 -0.3%
FFA
1084
Fragasso Financial Advisors
Pennsylvania
$2.31M -$81.1K -1,296 -3%
LJAC
1085
L.J. Altfest & Co
New York
$2.3M +$2.3M +36,758 New
PG
1086
Patten Group
Tennessee
$2.29M +$2.29M +36,570 New
KJHP
1087
K.J. Harrison & Partners
Ontario, Canada
$2.25M -$6.01M -96,000 -73%
DBIA
1088
Dumont & Blake Investment Advisors
New Jersey
$2.24M -$14.1K -225 -0.6%
EGA
1089
E&G Advisors
Texas
$2.2M -$325K -5,200 -13%
BA
1090
Birinyi Associates
Connecticut
$2.2M -$52.2K -834 -2%
SIMM
1091
Stillwater Investment Management (Minnesota)
Minnesota
$2.2M -$15.7K -251 -0.7%
BAS
1092
Brown Advisory Securities
Maryland
$2.2M -$48K -765 -2%
SCM
1093
SOL Capital Management
Maryland
$2.2M -$32.8K -525 -1%
SAMC
1094
Shinko Asset Management Company
Japan
$2.18M +$1.33M +21,200 +156%
NAMA
1095
Nikko Asset Management Americas
New York
$2.16M -$1.16M -18,400 -35%
EHWM
1096
Eads & Heald Wealth Management
Georgia
$2.15M -$313 -5 -0%
FAM
1097
Foothills Asset Management
Arizona
$2.14M -$94.5K -1,510 -4%
SCI
1098
S&CO Inc
Massachusetts
$2.14M -$34.2K -546 -2%
IAMOG
1099
Investors Asset Management of Georgia
Georgia
$2.12M +$2.12M +33,882 New
AC
1100
Addison Capital
Pennsylvania
$2.12M -$52.8K -843 -2%
42 43
44
45 46