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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 %
WS
1201
Wedbush Securities
California
$1.62M -$486K -7,767 -23%
BDF
1202
Balasa Dinverno & Foltz
$1.61M +$50.6K +808 +3%
NCM
1203
Novare Capital Management
North Carolina
$1.6M +$162K +2,588 +11%
MIC
1204
MU Investments Company
Japan
$1.6M -$12.5K -200 -0.8%
MWP
1205
MYCIO Wealth Partners
Pennsylvania
$1.59M +$8.13K +130 +0.5%
IMAS
1206
ID Management A/S
Denmark
$1.59M – – –
WIC
1207
Wilkins Investment Counsel
Massachusetts
$1.58M -$6.26K -100 -0.4%
CHAM
1208
Clear Harbor Asset Management
Connecticut
$1.58M +$851K +13,600 +116%
RCAG
1209
Rehmann Capital Advisory Group
Michigan
$1.57M -$109K -1,745 -6%
IIM
1210
Ipswich Investment Management
Massachusetts
$1.57M -$49.7K -794 -3%
HPCM
1211
High Pointe Capital Management
Illinois
$1.57M -$141K -2,250 -8%
FCFC
1212
First Commonwealth Financial Corp
Pennsylvania
$1.56M -$25K -399 -2%
ICAS
1213
Investors Capital Advisory Services
Massachusetts
$1.56M -$12.8K -205 -0.8%
CS
1214
Credential Securities
$1.56M +$80K +1,278 +5%
GIM
1215
Goelzer Investment Management
Indiana
$1.55M -$84.5K -1,350 -5%
TC
1216
Taylor Cottrill
New Hampshire
$1.55M -$65.7K -1,050 -4%
LWM
1217
LBA Wealth Management
Florida
$1.54M -$127K -2,034 -8%
BC
1218
Burney Company
Virginia
$1.53M -$68.5K -1,095 -4%
Koshinski Asset Management
1219
Koshinski Asset Management
Illinois
$1.53M +$1.53M +24,428 New
MHIM
1220
MacNealy Hoover Investment Management
Ohio
$1.52M -$45.4K -725 -3%
RSS
1221
Rosenblum Silverman Sutton
California
$1.52M -$6.07K -97 -0.4%
SSWM
1222
Sheets Smith Wealth Management
North Carolina
$1.5M – – –
MGIA
1223
Moneta Group Investment Advisors
Missouri
$1.5M +$147K +2,353 +11%
GA
1224
GFS Advisors
Texas
$1.5M -$65.7K -1,050 -4%
MCM
1225
Manchester Capital Management
Vermont
$1.5M -$37.6K -600 -2%
47 48
49
50 51