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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 %
TWA
1176
TCI Wealth Advisors
Arizona
$1.76M -$2.19K -35 -0.1%
LBG
1177
Lloyds Banking Group
United Kingdom
$1.76M -$3.41M -54,458 -66%
OA
1178
Outfitter Advisors
Virginia
$1.75M – – –
FFC
1179
First Financial Corp
Indiana
$1.74M +$33.8K +540 +2%
MIH
1180
Madison Investment Holdings
Wisconsin
$1.73M +$92.9K +1,485 +6%
NPA
1181
Nichols & Pratt Advisers
Massachusetts
$1.73M +$3.44K +55 +0.2%
AMIM
1182
Aull & Monroe Investment Management
Alabama
$1.72M -$237K -3,786 -12%
LPT
1183
Legacy Private Trust
Wisconsin
$1.72M +$24.1K +385 +1%
WPIC
1184
White Pine Investment Company
Michigan
$1.71M -$9.39K -150 -0.5%
ARMT
1185
Amica Retiree Medical Trust
Rhode Island
$1.7M – – –
MC
1186
Miles Capital
Iowa
$1.7M -$351K -5,615 -17%
HCA
1187
Harbour Capital Advisors
Virginia
$1.68M +$15.3K +245 +0.9%
PWW
1188
Pettyjohn Wood & White
Virginia
$1.68M – – –
MCM
1189
Monarch Capital Management
Indiana
$1.68M – – –
GF
1190
Gerstein Fisher
New York
$1.67M +$19.7K +315 +1%
CAM
1191
Columbia Asset Management
Michigan
$1.66M +$31.2K +498 +2%
YIA
1192
YHB Investment Advisors
Connecticut
$1.66M +$1.11M +17,730 +201%
CIC
1193
Crawford Investment Counsel
Georgia
$1.66M -$58K -927 -3%
TH
1194
Timber Hill
Connecticut
$1.65M -$5.88M -93,974 -78%
NVIM
1195
New Vernon Investment Management
Illinois
$1.64M +$1.64M +26,208 New
SI
1196
SII Investments
Wisconsin
$1.64M -$865K -13,792 -35%
DD
1197
Dominick & Dominick
New York
$1.64M +$76.3K +1,219 +5%
CCM
1198
Coe Capital Management
Illinois
$1.63M +$26.9K +430 +2%
SFT
1199
Simmons First Trust
Arkansas
$1.62M +$1.62M +25,892 New
GIS
1200
Guardian Investor Services
New York
$1.62M -$51.1K -816 -3%
46 47
48
49 50