JPM icon

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 %
OCM
1126
One Capital Management
California
$1.92M +$1.92M +31,635 New
MIC
1127
MU Investments Company
Japan
$1.92M -$328K -5,470 -15%
TT
1128
Tower Trust
Indiana
$1.92M -$130K -2,137 -6%
AB
1129
AT Bancorp
Iowa
$1.92M -$3.09M -50,940 -62%
MC
1130
Middleton & Co
Massachusetts
$1.92M +$18.2K +300 +1%
BRWA
1131
B. Riley Wealth Advisors
Florida
$1.92M +$144K +2,373 +8%
WPP
1132
Whalerock Point Partners
Rhode Island
$1.9M +$137K +2,250 +8%
FMB
1133
Field & Main Bank
Kentucky
$1.89M -$10.5K -173 -0.6%
SCA
1134
SAC Capital Advisors
Connecticut
$1.89M -$29.3M -482,797 -94%
TIA
1135
Tiemann Investment Advisors
California
$1.87M +$48.6K +800 +3%
CCM
1136
Corsair Capital Management
New York
$1.85M +$20.1K +331 +1%
NPA
1137
Nichols & Pratt Advisers
Massachusetts
$1.85M +$14K +230 +0.8%
CFG
1138
CKW Financial Group
Hawaii
$1.83M +$18.2K +300 +1%
AC
1139
Alleghany Corporation
New York
$1.82M
AH
1140
Allen Holding
New York
$1.82M
GF
1141
Gerstein Fisher
New York
$1.82M -$1.61M -26,507 -47%
SIC
1142
Shoker Investment Counsel
Ohio
$1.82M -$9.05K -149 -0.5%
NCM
1143
Novare Capital Management
North Carolina
$1.81M -$107K -1,758 -6%
AMIM
1144
Aull & Monroe Investment Management
Alabama
$1.8M -$3.04K -50 -0.2%
MCM
1145
Monarch Capital Management
Indiana
$1.79M
GIA
1146
GHP Investment Advisors
Colorado
$1.79M +$25.3K +416 +1%
LC
1147
Lilley & Co
Michigan
$1.79M +$165K +2,722 +10%
CWM
1148
Confluence Wealth Management
Oregon
$1.79M +$1.79M +29,405 New
BAS
1149
Brown Advisory Securities
Maryland
$1.77M +$188K +3,101 +12%
WPIC
1150
White Pine Investment Company
Michigan
$1.77M