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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 %
RBC
1101
Ronald Blue & Co
Georgia
$2.12M +$45.7K +730 +2%
Jane Street
1102
Jane Street
New York
$2.11M +$2.11M +33,783 New
BA
1103
Bridgewater Associates
Connecticut
$2.11M +$2.11M +33,742 New
EPM
1104
Equitec Proprietary Markets
Illinois
$2.11M +$2.11M +33,747 New
SFSIG
1105
San Francisco Sentry Investment Group
California
$2.1M +$116K +1,854 +6%
IIM
1106
Intact Investment Management
Quebec, Canada
$2.1M – – –
CL
1107
CSS LLC
Illinois
$2.09M – – –
MCM
1108
Moore Capital Management
New York
$2.09M +$810K +12,949 +63%
RC
1109
Roundview Capital
New Jersey
$2.08M +$71.3K +1,140 +4%
PWS
1110
Peloton Wealth Strategists
Indiana
$2.07M – – –
CBN
1111
Cadence Bank NA
Texas
$2.07M +$41.7K +667 +2%
VFS
1112
VSR Financial Services
Kansas
$2.07M -$105K -1,682 -5%
PRC
1113
Platte River Capital
Colorado
$2.06M -$1.23M -19,710 -37%
BW
1114
Bison Wealth
Georgia
$2.06M +$2.06M +32,863 New
CFA
1115
Carroll Financial Associates
North Carolina
$2.06M -$3.08M -54,690 -60%
PMG
1116
ProVise Management Group
Florida
$2.05M -$26.9K -430 -1%
HIC
1117
Harvey Investment Company
Kentucky
$2.05M – – –
LH
1118
Lebenthal Holdings
New York
$2.04M +$2.04M +32,668 New
PHS
1119
Pekin Hardy Strauss
Illinois
$2.04M -$75K -1,199 -4%
KAM
1120
Kokusai Asset Management
Japan
$2.04M -$113K -1,800 -5%
TWI
1121
Thomas White International
Illinois
$2.04M -$334K -5,331 -14%
HCC
1122
Hirtle Callaghan & Co
Pennsylvania
$2.04M +$2.04M +32,530 New
HBT
1123
Hills Bank & Trust
Iowa
$2.04M +$65K +1,039 +3%
BSWMG
1124
Barrington Strategic Wealth Management Group
Illinois
$2.02M +$38.3K +612 +2%
MCM
1125
Mengis Capital Management
Oregon
$2.02M +$2.02M +32,342 New
43 44
45
46 47