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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 %
UR
1201
USCA RIA
Texas
$1.51M +$20.8K +343 +1%
FIM
1202
Frontier Investment Management
Texas
$1.5M -$1.14K -19 -0.1%
FCCM
1203
First City Capital Management
Georgia
$1.48M +$1.64K +27 +0.1%
DD
1204
Dominick & Dominick
New York
$1.48M +$179K +2,954 +14%
CCM
1205
Coe Capital Management
Illinois
$1.48M -$45.6K -752 -3%
STB
1206
S&T Bank
Pennsylvania
$1.46M
SSWM
1207
Sheets Smith Wealth Management
North Carolina
$1.46M
BDF
1208
Balasa Dinverno & Foltz
$1.46M -$31.3K -515 -2%
LCM
1209
Logan Capital Management
Pennsylvania
$1.45M +$9.23K +152 +0.6%
GW
1210
GW & Wade
Massachusetts
$1.45M +$695K +11,441 +92%
ST
1211
Smithfield Trust
Pennsylvania
$1.45M -$335K -5,523 -19%
SCA
1212
Salient Capital Advisors
Texas
$1.45M +$674K +11,102 +87%
FCFC
1213
First Commonwealth Financial Corp
Pennsylvania
$1.44M -$46.6K -767 -3%
FBB
1214
Fulton Breakefield Broenniman
Maryland
$1.44M -$5.89K -97 -0.4%
BTCOSD
1215
Bankers Trust Company of South Dakota
Iowa
$1.43M -$7.1K -117 -0.5%
IAS
1216
IMA Advisory Services
Colorado
$1.43M -$86.2K -1,420 -6%
EA
1217
Emerald Advisers
Pennsylvania
$1.43M -$190K -3,126 -12%
KC
1218
Kingfisher Capital
North Carolina
$1.41M -$4.49K -74 -0.3%
IAS
1219
INR Advisory Services
Pennsylvania
$1.4M
MHI
1220
Miller Howard Investments
New York
$1.4M +$61 +1 +0%
SOAMC
1221
Spirit of America Management Corp
New York
$1.39M +$1.39M +22,927 New
FAAM
1222
First Allied Asset Management
California
$1.39M +$13.6K +223 +1%
HSA
1223
HBK Sorce Advisory
Pennsylvania
$1.38M +$231K +3,812 +20%
WSTAM
1224
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M +$36.2K +596 +3%
WA
1225
Winfield Associates
Ohio
$1.38M +$22.2K +366 +2%