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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 %
TIA
1151
Tiemann Investment Advisors
California
$1.88M – – –
AH
1152
Allen Holding
New York
$1.88M – – –
AFM
1153
Anson Funds Management
Texas
$1.88M +$1.88M +30,000 New
GD
1154
Grandfield & Dodd
New York
$1.87M -$58.5K -934 -3%
SIC
1155
Shoker Investment Counsel
Ohio
$1.87M +$123K +1,962 +7%
FMB
1156
Field & Main Bank
Kentucky
$1.86M -$84.5K -1,350 -4%
SIM
1157
SSI Investment Management
California
$1.86M – – –
MNA
1158
Manning & Napier Advisors
New York
$1.85M -$250K -3,999 -12%
AGA
1159
Accuvest Global Advisors
Utah
$1.84M +$1.54M +24,573 +509%
FAAM
1160
First Allied Asset Management
California
$1.83M -$106K -1,683 -5%
SCM
1161
Schnieders Capital Management
California
$1.81M +$785K +12,550 +76%
LOT
1162
Lombard Odier Transatlantic
Quebec, Canada
$1.81M +$1.81M +28,900 New
UR
1163
USCA RIA
Texas
$1.81M -$26K -415 -1%
GIA
1164
GHP Investment Advisors
Colorado
$1.8M +$42.9K +686 +2%
CWM
1165
Confluence Wealth Management
Oregon
$1.8M -$24.8K -397 -1%
CDH
1166
Charles D. Hyman
$1.79M +$14.6K +234 +0.8%
CCA
1167
Checchi Capital Advisers
California
$1.79M +$469K +7,488 +36%
NCM
1168
Neumann Capital Management
California
$1.79M +$1.79M +28,531 New
BA
1169
Broadview Advisors
Wisconsin
$1.78M -$418K -6,675 -19%
BCM
1170
Boltwood Capital Management
California
$1.78M -$17.2K -275 -1%
MCM
1171
Maryland Capital Management
Maryland
$1.78M +$75.1K +1,200 +4%
FBT
1172
First Bankers Trust
Kentucky
$1.78M -$5.26K -84 -0.3%
AP
1173
AHL Partners
United Kingdom
$1.78M -$843K -13,465 -32%
LCM
1174
Leisure Capital Management
California
$1.77M +$1.77M +28,335 New
SWM
1175
Stockman Wealth Management
Montana
$1.76M +$1.76M +28,124 New
45 46
47
48 49