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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 %
MWP
1176
MYCIO Wealth Partners
Pennsylvania
$1.64M +$668 +11 +0%
TNBTD
1177
Trustmark National Bank Trust Department
Mississippi
$1.63M -$150K -2,475 -8%
CIC
1178
Carnegie Investment Counsel
Ohio
$1.63M +$36.5K +602 +2%
WIC
1179
Whitegate Investment Counselors
New Hampshire
$1.62M +$1.62M +27,419 New
LOCC
1180
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.62M +$1.37M +22,500 +536%
TCOT
1181
Trust Company of Toledo
Ohio
$1.62M +$260K +4,274 +19%
NIP
1182
Nicholas Investment Partners
California
$1.62M -$127K -2,090 -7%
TC
1183
Taylor Cottrill
New Hampshire
$1.62M +$9.11K +150 +0.6%
OA
1184
Outfitter Advisors
Virginia
$1.61M -$159K -2,625 -9%
LWM
1185
LBA Wealth Management
Florida
$1.61M -$20.3K -335 -1%
VanEck Associates
1186
VanEck Associates
New York
$1.61M -$972 -16 -0.1%
RCAG
1187
Rehmann Capital Advisory Group
Michigan
$1.6M +$102K +1,677 +7%
MIH
1188
Madison Investment Holdings
Wisconsin
$1.6M
SLG
1189
Stanley-Laman Group
Pennsylvania
$1.6M +$972K +16,014 +155%
TRCT
1190
Tower Research Capital (TRC)
New York
$1.59M +$163K +2,686 +11%
SCM
1191
Sterling Capital Management
North Carolina
$1.59M +$62.8K +1,035 +4%
WIC
1192
Wilkins Investment Counsel
Massachusetts
$1.58M +$271K +4,460 +21%
RGI
1193
River Global Investors
United Kingdom
$1.58M +$1.58M +26,000 New
IIM
1194
Ipswich Investment Management
Massachusetts
$1.58M -$119K -1,957 -7%
MHIM
1195
MacNealy Hoover Investment Management
Ohio
$1.55M -$44K -725 -3%
HH
1196
HWG Holdings
Texas
$1.54M +$1.54M +25,390 New
LCM
1197
Leonard Capital Management
Florida
$1.54M
BG
1198
Bahl & Gaynor
Ohio
$1.54M -$56.1K -924 -4%
AIM
1199
Aspen Investment Management
Michigan
$1.52M -$21.8K -359 -1%
SI
1200
Standard Investments
New York
$1.52M +$707K +11,638 +87%