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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 %
BOS
1276
Bank of Stockton
California
$1.27M – – –
SOAMC
1277
Spirit of America Management Corp
New York
$1.27M – – –
NSAM
1278
North Star Asset Management
Wisconsin
$1.27M – – –
BMC
1279
Benin Management Corp
Connecticut
$1.26M -$43.8K -700 -3%
PCM
1280
PAR Capital Management
Massachusetts
$1.25M -$3.76M -60,000 -75%
EM
1281
Excalibur Management
Massachusetts
$1.24M +$222K +3,551 +22%
PFSC
1282
Peoples Financial Services Corp
Pennsylvania
$1.24M -$3.13K -50 -0.3%
NME
1283
Notis-McConarty Edward
$1.24M – – –
NIMI
1284
Natixis Investment Managers International
France
$1.23M +$1.23M +19,585 New
MBT
1285
Monroe Bank & Trust
Michigan
$1.23M +$93.5K +1,495 +8%
WPC
1286
White Pine Capital
Minnesota
$1.22M -$28.2K -450 -2%
MM
1287
Midas Management
New York
$1.21M – – –
DMK
1288
David M. Knott
$1.21M – – –
WP
1289
WMS Partners
Maryland
$1.21M -$157K -2,506 -11%
HC
1290
Hendley & Co
Ohio
$1.21M – – –
NIP
1291
Nicholas Investment Partners
California
$1.21M – – –
HSA
1292
HBK Sorce Advisory
Pennsylvania
$1.2M -$101K -1,613 -8%
PCM
1293
Princeton Capital Management
New Jersey
$1.19M -$1.87M -29,966 -61%
EFSCE
1294
Enterprise Financial Services Corp (EFSC)
Missouri
$1.19M +$13.5K +216 +1%
WAM
1295
Weatherly Asset Management
California
$1.19M +$37.2K +595 +3%
DAC
1296
Dividend Assets Capital
South Carolina
$1.19M +$29.6K +473 +3%
EA
1297
Emerald Advisers
Pennsylvania
$1.18M +$278K +4,438 +31%
SCG
1298
Sonata Capital Group
Washington
$1.18M +$1.18M +18,858 New
SGA
1299
Strategic Global Advisors
California
$1.18M +$1.18M +18,812 New
HHGA
1300
Halbert Hargrove Global Advisors
California
$1.18M -$30.4K -486 -3%
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