JPM icon

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 %
SFU
1376
Stonehage Fleming (UK)
United Kingdom
$734K
CCA
1377
Checchi Capital Advisers
California
$734K +$150K +2,469 +26%
BFG
1378
Beacon Financial Group
Texas
$729K +$420 +7 +0.1%
MBTD
1379
Mechanics Bank - Trust Department
California
$721K
PNAA
1380
Pictet North America Advisors
Switzerland
$721K +$24.3K +400 +3%
NCIM
1381
New Century Investment Management
Michigan
$714K -$1.22K -20 -0.2%
AWA
1382
AmeriServ Wealth Advisors
Pennsylvania
$707K -$825K -13,600 -54%
MCM
1383
Maple Capital Management
Vermont
$705K -$7.35K -121 -1%
TMC
1384
Trellus Management Company
Florida
$704K
SCM
1385
Schnieders Capital Management
California
$704K +$48.6K +800 +7%
BCM
1386
Beck Capital Management
Texas
$697K +$467K +7,695 +203%
GIP
1387
Granite Investment Partners
California
$695K
EIM
1388
Emerson Investment Management
Massachusetts
$693K +$125K +2,054 +22%
MA
1389
MCF Advisors
Kentucky
$692K +$407K +6,706 +143%
LDB
1390
Lee, Danner & Bass
Tennessee
$689K -$24K -395 -3%
ICOA
1391
Investment Centers of America
North Dakota
$689K +$143K +2,745 +26%
BT
1392
Beacon Trust
New Jersey
$687K +$6.49K +107 +1%
NBC
1393
Neuberger Berman Canada
Ontario, Canada
$686K -$1.1M -18,200 -62%
GSBTD
1394
Glenview State Bank Trust Department
Illinois
$685K
CCM
1395
Chilton Capital Management
Texas
$666K -$12.3K -203 -2%
FSA
1396
Franklin Street Advisors
North Carolina
$664K -$47.5K -783 -7%
SFA
1397
Sequoia Financial Advisors
Ohio
$661K +$25.1K +414 +4%
NCM
1398
Northroad Capital Management
New York
$660K -$194K -3,191 -23%
RHDIC
1399
R.H. Dinel Investment Counsel
California
$660K
ASN
1400
Advisory Services Network
Georgia
$659K +$193K +3,173 +41%