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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 %
HI
1426
Hudock Inc
Pennsylvania
$592K -$972 -16 -0.2%
WPW
1427
Waldron Private Wealth
Pennsylvania
$586K -$2.37K -39 -0.4%
TIA
1428
Trust Investment Advisors
Indiana
$584K -$33.4K -550 -5%
TTWM
1429
TCV Trust & Wealth Management
Virginia
$582K +$47.4K +781 +9%
SA
1430
Strategic Advisors
New York
$580K +$14.5K +239 +3%
WA
1431
Wheatland Advisors
Pennsylvania
$579K
SCM
1432
Salem Capital Management
Massachusetts
$575K
SGAM
1433
Steinberg Global Asset Management
Florida
$574K +$33.4K +550 +6%
W
1434
Wealthfront
California
$568K +$568K +9,367 New
SLF
1435
Sun Life Financial
Ontario, Canada
$567K -$1.3M -21,413 -70%
EM
1436
Excalibur Management
Massachusetts
$567K +$71.3K +1,175 +14%
EWM
1437
Evermay Wealth Management
Virginia
$566K +$175K +2,882 +45%
IF
1438
IRON Financial
Illinois
$564K -$18K -297 -3%
PAM
1439
Palisade Asset Management
Minnesota
$563K +$19.7K +325 +4%
PAM
1440
Premier Asset Management
Illinois
$558K +$115K +1,900 +26%
AIM
1441
AMI Investment Management
Indiana
$552K
WKA
1442
Wilson Kemp & Associates
Michigan
$551K -$455K -7,506 -45%
TRIM
1443
Thompson Rubinstein Investment Management
Oregon
$551K -$116K -1,917 -17%
Kayne Anderson Rudnick Investment Management
1444
Kayne Anderson Rudnick Investment Management
California
$547K
LFG
1445
LifePlan Financial Group
Ohio
$545K
CAI
1446
Capital Advisors Inc
Oklahoma
$541K -$29.7K -490 -5%
MG
1447
MDE Group
New Jersey
$536K +$12.6K +208 +2%
YIA
1448
YHB Investment Advisors
Connecticut
$535K +$76.8K +1,265 +17%
VNA
1449
VNBTrust National Association
Virginia
$532K +$11.5K +190 +2%
IUAM
1450
Itau USA Asset Management
New York
$528K -$134K -2,200 -20%