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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 %
DHFB
1476
Dixon Hubard Feinour & Brown
Virginia
$451K +$47.2K +777 +12%
BRM
1477
Boston Research & Management
Massachusetts
$450K +$9.1K +150 +2%
VCAM
1478
Valentine Capital Asset Management
California
$447K
HA
1479
Hamel Associates
New Jersey
$447K +$19.2K +316 +4%
OCM
1480
Osterweis Capital Management
California
$439K
CC
1481
Capital Counsel
New York
$439K
CAMI
1482
Concord Asset Management (Illinois)
Illinois
$438K
HT
1483
HighTower Trust
Texas
$437K -$86.2K -1,420 -16%
AWA
1484
Arete Wealth Advisors
Illinois
$437K +$12.6K +207 +3%
CT
1485
Coastline Trust
Rhode Island
$436K +$44K +725 +11%
PIM
1486
Provident Investment Management
Michigan
$433K
RB
1487
Rodgers Brothers
Pennsylvania
$431K
ZTNA
1488
Zions Trust National Association
Utah
$430K -$21.2K -349 -5%
LWI
1489
Long Wharf Investors
Massachusetts
$430K +$430K +7,077 New
FAM
1490
Formidable Asset Management
Ohio
$428K
KIC
1491
Keating Investment Counselors
Florida
$425K
NES
1492
New England Securities
New York
$424K
AIA
1493
Arbor Investment Advisors
North Carolina
$412K +$412K +6,788 New
EVC
1494
Eidelman Virant Capital
Missouri
$407K
BSW
1495
Buckingham Strategic Wealth
Missouri
$407K +$5.1K +84 +1%
T
1496
Thomaspartners
Massachusetts
$406K -$7.77K -128 -2%
BST
1497
Bath Savings Trust
Maine
$406K +$4.92K +81 +1%
CL
1498
CPWM LLC
Washington
$406K +$39.2K +647 +11%
AP
1499
Atwood & Palmer
Missouri
$405K +$18.3K +301 +5%
NYLT
1500
New York Life Trust
New York
$403K +$2.61K +43 +0.7%