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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 %
NCMG
1451
NCM Capital Management Group
North Carolina
$528K
TIP
1452
Torray Investment Partners
Maryland
$528K +$63.7K +1,050 +14%
FUBT
1453
First United Bank & Trust
Maryland
$526K -$42.5K -700 -7%
ECAM
1454
East Coast Asset Management
Massachusetts
$525K
GA
1455
Glenhill Advisors
New York
$524K +$214K +3,524 +69%
PAS
1456
Partnervest Advisory Services
California
$521K -$8.74K -144 -2%
PCM
1457
Perritt Capital Management
Illinois
$521K -$3.03K -50 -0.6%
CP
1458
Camelot Portfolios
Ohio
$520K +$26.8K +442 +5%
KTC
1459
Kistler-Tiffany Companies
Pennsylvania
$514K +$7.59K +125 +1%
SFM
1460
Signature Financial Management
Virginia
$514K +$34.6K +570 +7%
CC
1461
Cannell & Co
New York
$514K +$514K +8,473 New
LA
1462
Lau Associates
Delaware
$510K
HCM
1463
Highlander Capital Management
New Jersey
$497K
ACM
1464
Aviance Capital Management
Florida
$495K +$186K +3,070 +60%
CPA
1465
Cowen Prime Advisors
New York
$493K -$61 -1 -0%
AWA
1466
ARS Wealth Advisors
Florida
$493K +$3.89K +64 +0.8%
CIG
1467
Consolidated Investment Group
Colorado
$485K
AUB
1468
Atlantic Union Bankshares
Virginia
$482K +$482K +8,104 New
RT
1469
Rockland Trust
Massachusetts
$480K +$9.05K +149 +2%
KCPG
1470
Kavar Capital Partners Group
Kansas
$476K -$3.58K -59 -0.7%
LI
1471
Lafayette Investments
Maryland
$466K
BHBT
1472
Burke & Herbert Bank & Trust
Virginia
$464K +$10.1K +167 +2%
HR
1473
Howe & Rusling
New York
$461K +$110K +1,812 +31%
Edgewood Management
1474
Edgewood Management
Connecticut
$460K
FFA
1475
First Foundation Advisors
California
$453K -$11.1K -183 -2%