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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 %
AB
1326
Atlas Brown
Kentucky
$1.08M +$31K +495 +3%
ANB
1327
Amarillo National Bank
Texas
$1.07M -$24.1K -385 -2%
FWM
1328
Frontier Wealth Management
Missouri
$1.07M +$1.07M +17,028 New
CPIG
1329
Chicago Partners Investment Group
Illinois
$1.06M +$1.06M +16,932 New
GC
1330
Garde Capital
Washington
$1.06M +$1.06M +16,942 New
CCM
1331
CrestPoint Capital Management
Missouri
$1.06M – – –
BT
1332
Beacon Trust
New Jersey
$1.05M +$306K +4,898 +41%
MMG
1333
Monetary Management Group
Missouri
$1.05M -$102K -1,625 -9%
PVWM
1334
Point View Wealth Management
New Jersey
$1.05M +$6.95K +111 +0.7%
BIM
1335
Baldwin Investment Management
Pennsylvania
$1.05M – – –
SIA
1336
Stancorp Investment Advisers
Oregon
$1.05M +$1.05M +16,739 New
PRCM
1337
Pine River Capital Management
Minnesota
$1.04M +$1.25K +20 +0.1%
CAM
1338
Cacti Asset Management
Georgia
$1.04M – – –
BP
1339
Ballentine Partners
Massachusetts
$1.04M – – –
OIM
1340
Orca Investment Management
Oregon
$1.03M -$45.5K -727 -4%
SCA
1341
Sippican Capital Advisors
Massachusetts
$1.03M -$37.6K -600 -4%
HCM
1342
HM Capital Management
Missouri
$1.02M +$1.02M +16,302 New
GAM
1343
Griffin Asset Management
New York
$1.01M -$18.8K -300 -2%
C
1344
CFO4Life
Texas
$1.01M +$1.01M +16,121 New
OC
1345
Oarsman Capital
Wisconsin
$1.01M +$34.8K +556 +4%
DAM
1346
Deltec Asset Management
New York
$1M – – –
PFBT
1347
Parkside Financial Bank & Trust
Missouri
$1M +$31.9K +510 +3%
EMR
1348
Errol M. Rudman
$998K -$1.25M -20,000 -56%
IP
1349
Investment Partners
Ohio
$992K +$992K +15,811 New
FPIS
1350
Financial Planning & Information Services
Wisconsin
$979K – – –
52 53
54
55 56