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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 %
LCM
1226
Logan Capital Management
Pennsylvania
$1.49M -$50.2K -802 -3%
OCG
1227
Opus Capital Group
Ohio
$1.48M +$708K +11,315 +92%
MAM
1228
Majedie Asset Management
United Kingdom
$1.48M +$61.7K +985 +4%
JIC
1229
Joel Isaacson & Co
New York
$1.48M +$31K +495 +2%
TNBTD
1230
Trustmark National Bank Trust Department
Mississippi
$1.48M -$118K -1,892 -7%
RCG
1231
Ruane, Cunniff & Goldfarb
New York
$1.47M -$1.68M -26,785 -53%
WSTAM
1232
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M +$16.4K +262 +1%
FBB
1233
Fulton Breakefield Broenniman
Maryland
$1.46M -$30.9K -494 -2%
BOK
1234
Bank of Kentucky
Kentucky
$1.45M +$137K +2,188 +10%
LFA
1235
Landmark Financial Advisors
Kentucky
$1.45M +$1.45M +22,988 New
IAS
1236
INR Advisory Services
Pennsylvania
$1.45M – – –
HDIM
1237
Hanson & Doremus Investment Management
Vermont
$1.44M -$56.1K -896 -4%
ICOA
1238
Investment Centers of America
North Dakota
$1.44M -$223K -3,577 -13%
STB
1239
S&T Bank
Pennsylvania
$1.44M -$31.3K -500 -2%
FIM
1240
Frontier Investment Management
Texas
$1.43M -$68.9K -1,130 -5%
AWM
1241
Altavista Wealth Management
North Carolina
$1.43M -$34.9K -558 -2%
ATC
1242
Adirondack Trust Company
New York
$1.43M +$1.88K +30 +0.1%
FCCM
1243
First City Capital Management
Georgia
$1.43M -$40.7K -650 -3%
PAMG
1244
Patton Albertson Miller Group
Tennessee
$1.43M +$347K +5,546 +32%
GS
1245
GAM Systematic
United Kingdom
$1.42M +$1.42M +22,707 New
CPA
1246
Court Place Advisors
Maryland
$1.42M +$2.44K +39 +0.2%
WWM
1247
Willingdon Wealth Management
North Carolina
$1.42M +$1.12M +17,955 +386%
KA
1248
Klingman & Associates
New York
$1.4M +$1.4M +22,428 New
MVA
1249
Mount Vernon Associates
Maryland
$1.4M +$18.8K +300 +1%
IAS
1250
IMA Advisory Services
Colorado
$1.39M -$34.1K -545 -2%
48 49
50
51 52