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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 %
WFMPM
1426
Woodley Farra Manion Portfolio Management
Indiana
$682K +$15.6K +250 +2%
VNB
1427
Valley National Bancorp
New York
$681K -$12.5K -200 -2%
GT
1428
Greenleaf Trust
Michigan
$679K +$376K +6,002 +124%
AWA
1429
AmeriServ Wealth Advisors
Pennsylvania
$677K +$215K +3,433 +46%
BEAM
1430
Baker Ellis Asset Management
Washington
$670K – – –
RCA
1431
Rex Capital Advisors
Rhode Island
$667K – – –
RC
1432
Reik & Co
New York
$663K – – –
MA
1433
MCF Advisors
Kentucky
$653K -$6.32K -101 -1%
LC
1434
Loews Corp
New York
$653K – – –
SMM
1435
Stadion Money Management
Georgia
$653K +$411K +6,564 +170%
CK
1436
Cohen Klingenstein
New York
$651K – – –
CP
1437
Camelot Portfolios
Ohio
$645K +$5.07K +81 +0.8%
CCT
1438
Country Club Trust
Missouri
$641K +$6.25K +100 +1%
WA
1439
WBH Advisory
Maryland
$641K +$62.5K +1,000 +11%
MC
1440
Menta Capital
California
$638K -$144K -2,300 -18%
IH
1441
IFC Holdings
Florida
$638K +$13.1K +210 +2%
QCMC
1442
Quantum Capital Management (California)
California
$629K -$15.2K -243 -2%
WIM
1443
Waverton Investment Management
United Kingdom
$627K -$31.3K -500 -5%
B
1444
BancorpSouth
Mississippi
$626K -$4.13K -66 -0.7%
W
1445
Wealthquest
Ohio
$626K +$626K +9,998 New
AIM
1446
Acropolis Investment Management
Missouri
$624K +$48.6K +776 +8%
FC
1447
Forte Capital
New York
$614K -$11K -175 -2%
LCM
1448
Liberty Capital Management
Michigan
$613K – – –
TTWM
1449
TCV Trust & Wealth Management
Virginia
$610K -$24.3K -389 -4%
CPO
1450
Cerity Partners OCIO
New York
$610K +$11.7K +187 +2%
56 57
58
59 60