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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 %
SGAM
1451
Steinberg Global Asset Management
Florida
$609K – – –
LOCC
1452
Lombard Odier & Cie (Canada)
Quebec, Canada
$608K -$1.6M -25,500 -72%
RHDIC
1453
R.H. Dinel Investment Counsel
California
$605K – – –
RT
1454
Rockland Trust
Massachusetts
$604K +$114K +1,818 +23%
WA
1455
Wheatland Advisors
Pennsylvania
$597K – – –
RP
1456
Rowlandmiller & Partners
Georgia
$595K +$595K +9,506 New
SCM
1457
Salem Capital Management
Massachusetts
$593K – – –
TT
1458
Tiedemann Trust
Delaware
$591K – – –
ST
1459
Sageworth Trust
Pennsylvania
$590K +$590K +9,433 New
MIAN
1460
Mariner Independent Advisor Network
Kansas
$589K +$74.7K +1,194 +15%
BO
1461
Bank OZK
Arkansas
$588K +$182K +2,900 +45%
AF
1462
Aldebaran Financial
$586K -$112K -1,797 -16%
PAM
1463
Palisade Asset Management
Minnesota
$584K -$1.69K -27 -0.3%
NCM
1464
Northroad Capital Management
New York
$582K -$35K -560 -6%
ED
1465
Exane Derivatives
France
$582K +$582K +9,300 New
FFA
1466
First Foundation Advisors
California
$581K -$22.7K -363 -4%
FUBT
1467
First United Bank & Trust
Maryland
$578K +$29.7K +475 +5%
GSBTD
1468
Glenview State Bank Trust Department
Illinois
$573K – – –
JPTCCM
1469
J.P. Turner & Co Capital Management
Georgia
$573K +$573K +9,186 New
AIM
1470
AMI Investment Management
Indiana
$570K – – –
FNB
1471
Farmers National Bank
Kentucky
$567K +$567K +9,060 New
SFA
1472
Sequoia Financial Advisors
Ohio
$566K -$133K -2,132 -19%
Kayne Anderson Rudnick Investment Management
1473
Kayne Anderson Rudnick Investment Management
California
$563K – – –
RMAM
1474
Raab & Moskowitz Asset Management
New Jersey
$560K -$317K -5,057 -36%
TRIM
1475
Thompson Rubinstein Investment Management
Oregon
$560K – – –
57 58
59
60 61