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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 %
JG
1326
Jefferies Group
New York
$933K -$11.3M -185,452 -92%
WEC
1327
Winslow Evans & Crocker
Massachusetts
$926K -$82.3K -1,355 -8%
SAMC
1328
Shinko Asset Management Company
Japan
$924K -$75.7K -1,247 -8%
RT
1329
Reliance Trust
Georgia
$921K -$3.76K -62 -0.4%
KS
1330
Karpas Strategies
Connecticut
$920K +$1.03K +17 +0.1%
DAM
1331
Delta Asset Management
Tennessee
$913K -$30.7K -505 -3%
CCWA
1332
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$911K +$911K +15,001 New
GIM
1333
Greylin Investment Management
Virginia
$909K +$54.7K +900 +6%
EML
1334
Eos Management LP
New York
$907K -$1.65M -16,764 -64%
AB
1335
Atlas Brown
Kentucky
$894K -$217K -3,576 -20%
CASB
1336
Cape Ann Savings Bank
Massachusetts
$893K -$6.07K -100 -0.7%
IAM
1337
ICM Asset Management
Washington
$884K -$50.4K -830 -5%
RMAM
1338
Raab & Moskowitz Asset Management
New Jersey
$883K +$39.4K +649 +5%
GAM
1339
Griffin Asset Management
New York
$882K +$61 +1 +0%
SBWM
1340
Sunflower Bank Wealth Management
Arizona
$880K
AWM
1341
Altavista Wealth Management
North Carolina
$877K +$7.78K +128 +0.9%
KT
1342
Kanaly Trust
Texas
$877K +$21K +346 +2%
CFMC
1343
Curbstone Financial Management Corp
New Hampshire
$869K +$869K +14,313 New
IPRC
1344
Indices-Pac Research Corporation
New Jersey
$868K -$551K -9,069 -39%
OIM
1345
Orca Investment Management
Oregon
$867K
FANJ
1346
Financial Architects (New Jersey)
New Jersey
$862K +$139K +2,294 +19%
AssetMark Inc
1347
AssetMark Inc
California
$860K -$28K -462 -3%
BFA
1348
Bragg Financial Advisors
North Carolina
$857K -$18.3K -301 -2%
TCM
1349
Telos Capital Management
California
$852K +$27.1K +447 +3%
BHB
1350
Bank Hapoalim BM
Israel
$851K +$210K +3,506 +33%