JPM icon

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 %
WC
1251
Whitney & Co
New York
$1.39M +$6.26K +100 +0.5%
WCM
1252
Wunderlich Capital Managemnt
Tennessee
$1.39M +$48.6K +775 +4%
BCM
1253
Brown Capital Management
Maryland
$1.39M -$875K -13,991 -39%
ST
1254
Smithfield Trust
Pennsylvania
$1.38M -$751 -12 -0.1%
WIL
1255
Winifred I. Li
$1.38M -$90K -1,437 -6%
AAM
1256
Aureus Asset Management
Massachusetts
$1.37M +$5.51K +88 +0.4%
KC
1257
Kingfisher Capital
North Carolina
$1.36M +$41.5K +663 +3%
BC
1258
Banced Corp
Illinois
$1.35M +$16K +256 +1%
W
1259
Wealthfront
California
$1.35M +$342K +5,465 +34%
GP
1260
Girard Partners
Pennsylvania
$1.35M +$365K +5,834 +37%
SIG
1261
Schaller Investment Group
North Carolina
$1.35M – – –
GLI
1262
Guardian Life Insurance
New York
$1.33M -$5.38K -86 -0.4%
VWM
1263
Valley Wealth Managers
New Jersey
$1.33M +$119K +1,904 +10%
VCAM
1264
Van Cleef Asset Management
Ohio
$1.33M +$200K +3,195 +18%
LIC
1265
Lodestar Investment Counsel
Illinois
$1.32M -$36.3K -580 -3%
PWMAG
1266
Pinnacle Wealth Management Advisory Group
New Jersey
$1.31M +$1.31M +20,919 New
SCA
1267
Salient Capital Advisors
Texas
$1.31M +$262K +2,140 +25%
CCG
1268
Cypress Capital Group
Florida
$1.3M -$19.8K -316 -1%
WSC
1269
Wellington Shields & Co
New York
$1.3M +$45.4K +725 +4%
PCA
1270
Peddock Capital Advisors
Massachusetts
$1.3M +$21.2K +338 +2%
SLG
1271
Stanley-Laman Group
Pennsylvania
$1.29M -$53.4K -853 -4%
LNC
1272
Lincoln National Corp
Pennsylvania
$1.29M +$55.6K +888 +5%
PH
1273
Pinnacle Holdings
Oklahoma
$1.29M -$55.8K -891 -4%
LBC
1274
Lawrence B. Cohen
$1.29M -$3.26K -52 -0.3%
SM
1275
Salzhauer Michael
$1.29M +$1.29M +20,534 New
49 50
51
52 53