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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 %
WCM
1251
Wunderlich Capital Managemnt
Tennessee
$1.3M -$7.39K -122 -0.6%
CCM
1252
CrestPoint Capital Management
Missouri
$1.3M -$352K -5,800 -21%
WA
1253
WealthTrust-Arizona
Arizona
$1.29M +$66.9K +1,102 +5%
DMK
1254
David M. Knott
$1.29M
BOK
1255
Bank of Kentucky
Kentucky
$1.29M +$68.6K +1,131 +6%
PFSC
1256
Peoples Financial Services Corp
Pennsylvania
$1.29M -$26.7K -440 -2%
GLI
1257
Guardian Life Insurance
New York
$1.29M -$4.68K -77 -0.4%
WA
1258
WFG Advisors
Texas
$1.27M -$1.07M -17,706 -46%
GCM
1259
Geneva Capital Management
Wisconsin
$1.27M -$32.5K -535 -2%
MCM
1260
Manchester Capital Management
Vermont
$1.27M +$28.5K +470 +2%
SM
1261
Salzhauer Michael
$1.25M
WPC
1262
White Pine Capital
Minnesota
$1.25M
CS
1263
Credential Securities
$1.25M +$1.25M +20,598 New
SI
1264
SII Investments
Wisconsin
$1.25M -$8.47K -149 -0.7%
NSAM
1265
North Star Asset Management
Wisconsin
$1.24M +$56.3K +927 +5%
PCA
1266
Peddock Capital Advisors
Massachusetts
$1.22M +$66.2K +1,090 +6%
MGIA
1267
Moneta Group Investment Advisors
Missouri
$1.22M -$103K -1,700 -8%
NME
1268
Notis-McConarty Edward
$1.21M -$75.3K -1,240 -6%
HHGA
1269
Halbert Hargrove Global Advisors
California
$1.19M -$65.2K -1,074 -5%
SCM
1270
Stonebridge Capital Management
California
$1.18M -$321K -5,292 -21%
WSC
1271
Wellington Shields & Co
New York
$1.17M -$6.19K -102 -0.5%
RCG
1272
Ruane, Cunniff & Goldfarb
New York
$1.17M +$102K +1,675 +10%
FBT
1273
Founders Bank & Trust
Michigan
$1.17M -$11.8K -194 -1%
EFSCE
1274
Enterprise Financial Services Corp (EFSC)
Missouri
$1.16M +$3.89K +64 +0.3%
PH
1275
Pinnacle Holdings
Oklahoma
$1.16M +$39.6K +652 +4%