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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 %
MPWT
1101
MassMutual Private Wealth & Trust
Connecticut
$2.06M +$360K +5,931 +21%
CCM
1102
Coldstream Capital Management
Washington
$2.05M +$41K +676 +2%
MC
1103
Miles Capital
Iowa
$2.04M -$177K -2,923 -8%
CL
1104
CSS LLC
Illinois
$2.03M
WWM
1105
Willingdon Wealth Management
North Carolina
$2.03M +$1.16M +19,169 +135%
AAM
1106
Aureus Asset Management
Massachusetts
$2.02M +$159K +2,615 +9%
PHS
1107
Pekin Hardy Strauss
Illinois
$2.02M +$679K +11,177 +51%
CS
1108
Cannell & Spears
New York
$2.02M -$411K -6,775 -17%
AC
1109
Addison Capital
Pennsylvania
$2M +$162K +2,660 +9%
CA
1110
Cetera Advisors
Colorado
$2M +$237K +3,923 +13%
RBC
1111
Ronald Blue & Co
Georgia
$2M +$10.2K +168 +0.5%
CAM
1112
Chesapeake Asset Management
New York
$1.99M
GD
1113
Grandfield & Dodd
New York
$1.99M -$106K -1,744 -5%
HIC
1114
Harvey Investment Company
Kentucky
$1.99M +$62.2K +1,025 +3%
SIM
1115
SSI Investment Management
California
$1.97M -$2.46M -40,519 -55%
CAM
1116
Centre Asset Management
New York
$1.96M +$172K +2,840 +10%
MWP
1117
Moller Wealth Partners
$1.95M
TSWM
1118
Triangle Securities Wealth Management
North Carolina
$1.95M +$8.54K +180 +0.4%
GWM
1119
Greenwich Wealth Management
Connecticut
$1.95M -$98.8K -1,627 -5%
PWS
1120
Peloton Wealth Strategists
Indiana
$1.95M -$18.2K -300 -0.9%
BCM
1121
Brown Capital Management
Maryland
$1.94M -$94.8K -1,562 -5%
FA
1122
FCG Advisors
New Jersey
$1.94M -$18.7K -308 -1%
GJIC
1123
Gamble Jones Investment Counsel
California
$1.94M +$43.8K +721 +2%
WOC
1124
West Oak Capital
California
$1.93M -$911 -15 -0%
BC
1125
Burney Company
Virginia
$1.92M +$172K +2,838 +10%