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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 %
PAS
1301
Partnervest Advisory Services
California
$1.18M +$597K +9,533 +103%
CHC
1302
City Holding Co
West Virginia
$1.17M +$75.6K +1,207 +7%
FBT
1303
Founders Bank & Trust
Michigan
$1.17M -$37.3K -597 -3%
WA
1304
WFG Advisors
Texas
$1.16M -$90.8K -1,452 -7%
NAM
1305
NTV Asset Management
West Virginia
$1.15M +$15.9K +254 +1%
ACP
1306
Ashfield Capital Partners
California
$1.14M – – –
AIM
1307
Advantage Investment Management
Iowa
$1.14M +$1.14M +18,228 New
Manulife (Manufacturers Life Insurance)
1308
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14M -$189K -3,020,266 -14%
WA
1309
WealthTrust-Arizona
Arizona
$1.13M +$5.63K +90 +0.5%
WSCM
1310
Wellington Shields Capital Management
New York
$1.13M +$6.26K +100 +0.6%
CCM
1311
Condor Capital Management
New Jersey
$1.13M -$22.5K -360 -2%
WA
1312
Winfield Associates
Ohio
$1.13M -$226K -3,609 -17%
JCP
1313
Jabre Capital Partners
Switzerland
$1.13M +$1.13M +18,000 New
NAM
1314
Needelman Asset Management
California
$1.12M – – –
SC
1315
Savant Capital
Illinois
$1.12M +$32.8K +524 +3%
BFC
1316
Blue Fin Capital
Rhode Island
$1.12M -$10.6K -170 -0.9%
MBTD
1317
Mechanics Bank - Trust Department
California
$1.12M +$351K +5,615 +46%
NIM
1318
Northeast Investment Management
Massachusetts
$1.11M -$92.6K -1,481 -8%
SBWM
1319
Sunflower Bank Wealth Management
Arizona
$1.11M -$14.8K -236 -1%
MCC
1320
Malaga Cove Capital
California
$1.11M -$7.19K -114 -0.6%
GW
1321
GW & Wade
Massachusetts
$1.1M +$363K +5,798 +49%
HCM
1322
Hollencrest Capital Management
California
$1.1M -$269K -4,294 -20%
BTNA
1323
Bremer Trust National Association
Minnesota
$1.08M +$16.4K +262 +2%
CIA
1324
CCM Investment Advisers
South Carolina
$1.08M -$583K -9,320 -35%
BCM
1325
Barometer Capital Management
Ontario, Canada
$1.08M +$326K +5,200 +43%
51 52
53
54 55