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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 %
LMAM
1126
Legg Mason Asset Management
Japan
$2.02M -$257K -4,100 -11%
K
1127
Kemper
Illinois
$2.02M -$1.98M -31,700 -50%
CAM
1128
Chesapeake Asset Management
New York
$2.02M – – –
SWM
1129
SVA Wealth Management
Wisconsin
$2.02M +$77.6K +1,240 +4%
OCM
1130
One Capital Management
California
$2.02M +$115K +1,832 +6%
IA
1131
Icon Advisers
Colorado
$2.02M +$207K +3,300 +11%
WOC
1132
West Oak Capital
California
$1.99M +$28.3K +453 +1%
FA
1133
FCG Advisors
New Jersey
$1.99M -$180K -2,965 -8%
GWM
1134
Greenwich Wealth Management
Connecticut
$1.98M -$4.88K -78 -0.2%
QI
1135
QV Investors
Alberta, Canada
$1.98M +$56.3K +900 +3%
HC
1136
HHG & Company
Connecticut
$1.98M +$166K +2,660 +9%
GJIC
1137
Gamble Jones Investment Counsel
California
$1.98M +$179K +2,856 +10%
RC
1138
RegentAtlantic Capital
New Jersey
$1.97M -$3.69K -59 -0.2%
BIM
1139
Beach Investment Management
Pennsylvania
$1.97M -$790K -12,620 -29%
WIS
1140
Wright Investors Service
Connecticut
$1.95M -$219K -3,503 -10%
LAIC
1141
Lederer & Associates Investment Counsel
California
$1.95M +$1.95M +31,160 New
BJL
1142
Brighton Jones LLC
Washington
$1.94M +$111K +1,780 +6%
QT
1143
Quantbot Technologies
New York
$1.92M -$13.7K -219 -0.7%
IC
1144
Inverness Counsel
New York
$1.91M -$266K -4,250 -12%
BCM
1145
Brookstone Capital Management
Illinois
$1.91M +$1.64M +26,142 +607%
PC
1146
Palo Capital
California
$1.9M +$1.9M +30,400 New
AC
1147
Amici Capital
New York
$1.9M -$1.44M -23,051 -43%
MC
1148
Middleton & Co
Massachusetts
$1.89M -$15.7K -250 -0.8%
SFU
1149
Stonehage Fleming (UK)
United Kingdom
$1.89M – – –
CFG
1150
CKW Financial Group
Hawaii
$1.89M -$16.6K -265 -0.9%
44 45
46
47 48