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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 %
ST
1351
Spinnaker Trust
Maine
$979K +$76.3K +1,219 +8%
WEC
1352
Winslow Evans & Crocker
Massachusetts
$975K -$52.6K -840 -5%
ACM
1353
Argentus Capital Management
Texas
$970K +$970K +15,493 New
ACM
1354
Argonaut Capital Management
New York
$964K – – –
CSS
1355
Cubist Systematic Strategies
Connecticut
$962K -$1.75M -27,968 -65%
WC
1356
Whitnell & Co
Illinois
$962K -$13.8K -220 -1%
CHJWM
1357
Carlton Hofferkamp & Jenks Wealth Management
Texas
$962K +$4.44K +71 +0.5%
AIM
1358
Aspen Investment Management
Michigan
$955K -$17.2K -275 -2%
JCM
1359
Janney Capital Management
Pennsylvania
$954K +$146K +2,329 +18%
MHS
1360
M Holdings Securities
Oregon
$953K -$105K -1,676 -10%
KS
1361
Karpas Strategies
Connecticut
$952K +$1.06K +17 +0.1%
OFS
1362
Orrstown Financial Services
Pennsylvania
$951K +$15.6K +249 +2%
GC
1363
Grimes & Company
Massachusetts
$946K -$4.82K -77 -0.5%
LDB
1364
Lee, Danner & Bass
Tennessee
$944K +$6.95K +111 +0.7%
PP
1365
Paloma Partners
Connecticut
$939K -$7.13M -113,955 -88%
TCM
1366
Telos Capital Management
California
$937K -$10.2K -163 -1%
DAM
1367
Delta Asset Management
Tennessee
$934K +$24K +383 +3%
CFMC
1368
Curbstone Financial Management Corp
New Hampshire
$932K +$39.1K +625 +4%
MCM
1369
Matarin Capital Management
New York
$928K +$928K +14,830 New
GIM
1370
Greylin Investment Management
Virginia
$924K -$12.5K -200 -1%
MMPW
1371
Mitchell McLeod Pugh & Williams
Alabama
$919K +$919K +14,687 New
GIA
1372
Granite Investment Advisors
New Hampshire
$913K -$105K -1,675 -10%
CWM
1373
Catamount Wealth Management
Connecticut
$905K +$905K +14,462 New
CCM
1374
Chilton Capital Management
Texas
$903K +$15.7K +251 +2%
JDR
1375
Jay D. Rosenbaum
$903K +$903K +14,425 New
53 54
55
56 57