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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 %
AI
1376
Atria Investments
North Carolina
$889K -$45K -719 -5%
AEPG
1377
American Economic Planning Group
New Jersey
$889K +$751 +12 +0.1%
IR
1378
IAT Reinsurance
New York
$886K +$886K +14,155 New
PMFA
1379
Plante Moran Financial Advisors
Michigan
$878K +$7.7K +123 +0.9%
CASB
1380
Cape Ann Savings Bank
Massachusetts
$876K -$18.8K -300 -2%
FANJ
1381
Financial Architects (New Jersey)
New Jersey
$874K +$20.6K +330 +2%
RT
1382
Reliance Trust
Georgia
$870K -$12.8K -205 -1%
NFG
1383
Next Financial Group
Texas
$866K -$718K -11,469 -45%
KT
1384
Kanaly Trust
Texas
$863K +$7.2K +115 +0.8%
BMCMI
1385
Bryn Mawr Capital Management Inc
Pennsylvania
$858K -$1.63M -25,989 -65%
Royal London Asset Management
1386
Royal London Asset Management
United Kingdom
$843K +$166K +262,596 +25%
HB
1387
Homrich & Berg
Georgia
$842K +$372K +5,942 +79%
AA
1388
Alesco Advisors
New York
$838K -$7.51K -120 -0.9%
BFA
1389
Bragg Financial Advisors
North Carolina
$838K -$3.13K -50 -0.4%
SCM
1390
Southport Capital Management
Tennessee
$829K +$18.8K +300 +2%
NL
1391
NWAM LLC
Washington
$818K -$130K -2,070 -14%
IAM
1392
ICM Asset Management
Washington
$818K -$5K -80 -0.6%
EWM
1393
Evermay Wealth Management
Virginia
$815K +$22.2K +354 +3%
MCWS
1394
McKinley Carter Wealth Services
West Virginia
$811K +$127K +2,034 +19%
BI
1395
Boulegeris Investments
Georgia
$810K +$524K +8,375 +183%
BEC
1396
Blue Edge Capital
Virginia
$809K +$876 +14 +0.1%
HCM
1397
Howland Capital Management
Massachusetts
$795K -$6.26K -100 -0.8%
EHC
1398
Everett Harris & Co
California
$790K – – –
Jacobs Levy Equity Management
1399
Jacobs Levy Equity Management
New Jersey
$783K -$40.7K -650 -5%
FSA
1400
Franklin Street Advisors
North Carolina
$781K +$23.5K +375 +3%
54 55
56
57 58