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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 %
PFM
1401
Phillips Financial Management
Indiana
$779K -$45.5K -771 -6%
LJHT
1402
Laurie J. Hall Trustee
$771K +$8.76K +140 +1%
SFSG
1403
Stearns Financial Services Group
North Carolina
$769K +$31.7K +506 +4%
PWAP
1404
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$768K +$1.69K +27 +0.2%
SJIM
1405
St. Johns Investment Management
Florida
$765K +$44.4K +710 +6%
PCA
1406
Personal Capital Advisors
California
$765K +$327K +5,224 +75%
AL
1407
Airain Ltd
Guernsey
$763K +$382K +6,100 +100%
GCMG
1408
Gyroscope Capital Management Group
Florida
$762K +$762K +12,183 New
AWS
1409
Aris Wealth Services
Pennsylvania
$757K +$40.1K +640 +6%
GHAM
1410
Gilman Hill Asset Management
Connecticut
$749K -$319K -5,103 -30%
CL
1411
CPWM LLC
Washington
$744K +$86K +1,375 +13%
FNBTCON
1412
First National Bank & Trust Co of Newtown
Pennsylvania
$732K -$12.5K -200 -2%
MCM
1413
Mork Capital Management
California
$732K +$732K +11,700 New
BB
1414
Bell Bank
North Dakota
$729K -$23.8K -380 -3%
TMC
1415
Trellus Management Company
Florida
$726K – – –
MCM
1416
Maple Capital Management
Vermont
$725K +$11.2K +179 +2%
MHI
1417
Miller Howard Investments
New York
$721K – – –
WPW
1418
Waldron Private Wealth
Pennsylvania
$717K -$438 -7 -0.1%
KAM
1419
Keeley Asset Management
Illinois
$717K +$62.6K +1,000 +10%
GIP
1420
Granite Investment Partners
California
$716K +$394K +6,290 +122%
TC
1421
Telemus Capital
Michigan
$712K -$25K -400 -3%
MTIM
1422
Marathon Trading Investment Management
Pennsylvania
$707K +$707K +11,300 New
Squarepoint
1423
Squarepoint
New York
$707K +$707K +11,300 New
IT
1424
Independence Trust
Tennessee
$691K – – –
WAM
1425
Wolverine Asset Management
Illinois
$685K +$685K +10,957 New
55 56
57
58 59