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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 %
SA
1476
Strategic Advisors
New York
$555K – – –
SS
1477
Sunbelt Securities
Texas
$554K +$554K +8,859 New
KTC
1478
Kistler-Tiffany Companies
Pennsylvania
$551K – – –
KPCM
1479
Kings Point Capital Management
New York
$550K +$140K +2,238 +34%
HI
1480
Hudock Inc
Pennsylvania
$545K -$61.6K -984 -10%
LFG
1481
LifePlan Financial Group
Ohio
$541K -$6.2K -99 -1%
PCM
1482
Prelude Capital Management
New York
$540K +$155K +2,475 +40%
Millennium Management
1483
Millennium Management
New York
$538K +$538K +8,600 New
MFW
1484
Meristem Family Wealth
Minnesota
$536K -$54.8K -875 -9%
CC
1485
Cannell & Co
New York
$536K -$9.38K -150 -2%
CCG
1486
Chatham Capital Group
Georgia
$536K – – –
KFS
1487
Kurt F. Somerville
$536K +$198K +3,160 +59%
ECAM
1488
East Coast Asset Management
Massachusetts
$533K -$16K -256 -3%
HCM
1489
Highlander Capital Management
New Jersey
$533K +$20.8K +333 +4%
RMCM
1490
Reynders McVeigh Capital Management
Massachusetts
$529K -$130K -2,070 -20%
SC
1491
Scholtz & Company
Connecticut
$527K -$309K -4,930 -37%
LA
1492
Lau Associates
Delaware
$526K – – –
ID
1493
Integral Derivatives
New York
$525K -$663K -10,600 -56%
MG
1494
MDE Group
New Jersey
$521K -$14.1K -225 -3%
CPA
1495
Cowen Prime Advisors
New York
$514K +$6.19K +99 +1%
HCM
1496
Hall Capital Management
Rhode Island
$512K +$512K +8,195 New
VNA
1497
VNBTrust National Association
Virginia
$510K -$6.26K -100 -1%
OWP
1498
Obermeyer Wealth Partners
Colorado
$504K +$504K +8,061 New
WCM
1499
Weik Capital Management
Pennsylvania
$502K +$6.26K +100 +1%
CIG
1500
Consolidated Investment Group
Colorado
$500K – – –
58 59
60
61 62