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JPMorgan Chase

1,729 hedge funds and large institutions have $164B invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 649 increasing their positions, 693 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+136
Holders Change %
+8.54%
% of All Funds
50.22%
Holding in Top 10
403
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+18.53%
% of All Funds
11.7%
New
222
Increased
649
Reduced
693
Closed
67
Calls
$2.2B
Puts
$2.71B
Net Calls
-$510M
Net Calls Change
-$439M
Name Holding Trade Value Shares
Change
Shares
Change %
SLG
1426
Stanley-Laman Group
Pennsylvania
$604K +$604K +10,321 New
DDC
1427
DF Dent & Co
Maryland
$596K -$89.8K -1,536 -13%
TIA
1428
Trust Investment Advisors
Indiana
$594K +$594K +10,165 New
MJRIC
1429
Mogy Joel R Investment Counsel
California
$586K
LCM
1430
Liberty Capital Management
Michigan
$585K -$58.8K -1,005 -9%
RC
1431
Reik & Co
New York
$585K +$22.2K +380 +4%
HI
1432
Hudock Inc
Pennsylvania
$571K +$137K +2,345 +32%
IT
1433
Independence Trust
Tennessee
$569K
ANBTV
1434
American National Bank & Trust (Virginia)
Virginia
$567K -$15.3K -261 -3%
WPW
1435
Waldron Private Wealth
Pennsylvania
$567K +$567K +9,691 New
CCA
1436
Checchi Capital Advisers
California
$563K +$563K +9,619 New
IF
1437
IRON Financial
Illinois
$561K +$561K +9,593 New
WA
1438
Wheatland Advisors
Pennsylvania
$558K +$558K +9,534 New
WMC
1439
Westwood Management Corporation
Illinois
$556K
PSI
1440
Pinnacle Summer Investments
Virginia
$556K +$58.9K +1,007 +12%
SCM
1441
Salem Capital Management
Massachusetts
$554K
TT
1442
Tiedemann Trust
Delaware
$552K -$2.4K -41 -0.4%
CAI
1443
Capital Advisors Inc
Oklahoma
$550K +$10.8K +185 +2%
ICOA
1444
Investment Centers of America
North Dakota
$549K -$143K -2,745 -21%
FUBT
1445
First United Bank & Trust
Maryland
$548K +$52.7K +900 +11%
EIM
1446
Emerson Investment Management
Massachusetts
$547K +$76.5K +1,308 +16%
SA
1447
Strategic Advisors
New York
$544K +$89.2K +1,527 +20%
AIM
1448
AMI Investment Management
Indiana
$532K
Kayne Anderson Rudnick Investment Management
1449
Kayne Anderson Rudnick Investment Management
California
$526K
LFG
1450
LifePlan Financial Group
Ohio
$525K