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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 %
VNB
1401
Valley National Bancorp
New York
$655K -$300K -4,950 -31%
SJIM
1402
St. Johns Investment Management
Florida
$654K +$654K +10,775 New
AF
1403
Aldebaran Financial
$651K -$56K -922 -8%
CCT
1404
Country Club Trust
Missouri
$650K -$171K -2,819 -21%
RCA
1405
Rex Capital Advisors
Rhode Island
$647K
IT
1406
Independence Trust
Tennessee
$646K +$55.3K +910 +9%
B
1407
BancorpSouth
Mississippi
$645K -$1.64K -27 -0.3%
IH
1408
IFC Holdings
Florida
$638K -$24.6K -408 -4%
WMC
1409
Westwood Management Corporation
Illinois
$638K +$60.8K +1,000 +11%
KAM
1410
Keeley Asset Management
Illinois
$634K +$91K +1,500 +17%
LC
1411
Loews Corp
New York
$633K -$17.1M -281,400 -96%
CK
1412
Cohen Klingenstein
New York
$631K
CPO
1413
Cerity Partners OCIO
New York
$629K -$67.7K -1,115 -10%
AWS
1414
Aris Wealth Services
Pennsylvania
$616K -$432K -7,112 -41%
MJRIC
1415
Mogy Joel R Investment Counsel
California
$616K +$7.29K +120 +1%
ANBTV
1416
American National Bank & Trust (Virginia)
Virginia
$612K +$24K +395 +4%
RI
1417
Redwood Investments
Massachusetts
$610K -$2.53M -41,683 -81%
PMFA
1418
Plante Moran Financial Advisors
Michigan
$607K -$420K -6,922 -41%
LCM
1419
Liberty Capital Management
Michigan
$607K
RC
1420
Reik & Co
New York
$607K
WA
1421
WBH Advisory
Maryland
$605K -$54.9K -905 -8%
MCC
1422
Malaga Cove Capital
California
$605K +$605K +9,966 New
WA
1423
Waverly Advisors
Alabama
$601K -$742K -12,216 -55%
BEAM
1424
Baker Ellis Asset Management
Washington
$597K +$112K +1,850 +23%
JCM
1425
Janney Capital Management
Pennsylvania
$596K +$109K +1,795 +22%