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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 %
SC
1351
Saiers Capital
New York
$850K -$1.51M -24,921 -64%
DAC
1352
Dividend Assets Capital
South Carolina
$848K +$8.08K +133 +1%
AIM
1353
Acuity Investment Management
Ontario, Canada
$838K -$200K -3,300 -19%
HPCM
1354
High Pointe Capital Management
Illinois
$838K +$22.5K +370 +3%
BEC
1355
Blue Edge Capital
Virginia
$825K -$16.1K -266 -2%
HCM
1356
Howland Capital Management
Massachusetts
$824K -$1.21K -20 -0.1%
AA
1357
Alesco Advisors
New York
$820K -$3.52K -58 -0.4%
OCG
1358
Opus Capital Group
Ohio
$813K -$57.7K -950 -7%
MCWS
1359
McKinley Carter Wealth Services
West Virginia
$807K -$796K -13,106 -50%
TC
1360
Telemus Capital
Michigan
$807K -$136K -2,236 -14%
JWA
1361
JFS Wealth Advisors
Pennsylvania
$800K -$199K -3,271 -20%
GC
1362
Grimes & Company
Massachusetts
$791K -$21.5K -355 -3%
PFM
1363
Phillips Financial Management
Indiana
$791K -$10.4K -188 -1%
BHA
1364
Beech Hill Advisors
New York
$790K +$410K +6,750 +108%
ACM
1365
Argyle Capital Management
Pennsylvania
$788K
SCM
1366
Southport Capital Management
Tennessee
$787K -$30.7K -505 -4%
PWAP
1367
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$785K -$11.2K -185 -1%
ST
1368
Spinnaker Trust
Maine
$781K +$21.1K +347 +3%
MFW
1369
Meristem Family Wealth
Minnesota
$773K -$118K -1,943 -13%
LJHT
1370
Laurie J. Hall Trustee
$762K
AL
1371
Airain Ltd
Guernsey
$757K +$757K +12,475 New
SFSG
1372
Stearns Financial Services Group
North Carolina
$751K +$1.82K +30 +0.2%
RMCM
1373
Reynders McVeigh Capital Management
Massachusetts
$751K +$33.4K +550 +5%
FNBTCON
1374
First National Bank & Trust Co of Newtown
Pennsylvania
$744K
EHC
1375
Everett Harris & Co
California
$737K