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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 %
BIM
1301
Baldwin Investment Management
Pennsylvania
$1.04M +$12.1K +200 +1%
BP
1302
Ballentine Partners
Massachusetts
$1.02M +$9.66K +159 +1%
GHAM
1303
Gilman Hill Asset Management
Connecticut
$1.01M +$311K +5,125 +45%
CAM
1304
Cacti Asset Management
Georgia
$1.01M
SH
1305
Scepter Holdings
Texas
$1M
PFBT
1306
Parkside Financial Bank & Trust
Missouri
$994K +$203K +3,335 +26%
EWM
1307
Edge Wealth Management
New York
$993K -$5.71K -94 -0.6%
FPIS
1308
Financial Planning & Information Services
Wisconsin
$991K
PVWM
1309
Point View Wealth Management
New Jersey
$980K +$32.7K +538 +3%
IWC
1310
Integrated Wealth Counsel
California
$979K -$43.7K -720 -4%
SAM
1311
Shikiar Asset Management
New York
$977K -$255K -4,200 -21%
MPA
1312
Marvin & Palmer Associates
Delaware
$977K -$24.3K -400 -2%
WC
1313
Whitnell & Co
Illinois
$964K -$5.89K -97 -0.6%
LNC
1314
Lincoln National Corp
Pennsylvania
$964K +$964K +15,877 New
ACA
1315
Anchor Capital Advisors
Massachusetts
$960K -$6.07K -100 -0.6%
CHJWM
1316
Carlton Hofferkamp & Jenks Wealth Management
Texas
$958K +$958K +15,786 New
AI
1317
Atria Investments
North Carolina
$957K -$6.37K -105 -0.7%
QT
1318
Quantbot Technologies
New York
$953K +$953K +15,709 New
CHC
1319
City Holding Co
West Virginia
$946K -$9.11K -150 -1%
OC
1320
Oarsman Capital
Wisconsin
$944K -$5.71K -94 -0.6%
PP
1321
Paloma Partners
Connecticut
$941K +$941K +15,500 New
CNC
1322
Citizens & Northern Corp
Pennsylvania
$941K +$941K +15,504 New
BB
1323
Bell Bank
North Dakota
$937K -$290K -4,784 -24%
ACM
1324
Argonaut Capital Management
New York
$935K
IPC
1325
Independent Portfolio Consultants
Florida
$934K -$156K -2,570 -14%