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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 %
HJA
1501
Hugh Johnson Advisors
New York
$499K -$44K -702 -8%
GWCM
1502
Godshalk Welsh Capital Management
Pennsylvania
$498K +$498K +7,950 New
KCPG
1503
Kavar Capital Partners Group
Kansas
$495K -$10.3K -164 -2%
BHBT
1504
Burke & Herbert Bank & Trust
Virginia
$493K – – –
LS
1505
Lupo Securities
Illinois
$489K +$489K +7,807 New
FPCG
1506
Fort Pitt Capital Group
Pennsylvania
$488K +$83.7K +1,337 +21%
BCM
1507
Beck Capital Management
Texas
$485K -$155K -2,480 -24%
AWM
1508
AllSquare Wealth Management
New York
$482K +$482K +7,704 New
LI
1509
Lafayette Investments
Maryland
$481K – – –
KWMG
1510
King Wealth Management Group
Florida
$481K +$96.3K +1,540 +25%
VHAM
1511
Van Hulzen Asset Management
California
$481K +$481K +7,685 New
FIM
1512
Freedom Investment Management
Connecticut
$477K +$90.5K +1,447 +23%
MWP
1513
Moller Wealth Partners
$476K -$587K -9,390 -55%
BRM
1514
Boston Research & Management
Massachusetts
$474K – – –
Edgewood Management
1515
Edgewood Management
Connecticut
$474K – – –
MIS
1516
Morningstar Investment Services
Illinois
$473K +$10.5K +168 +2%
PCM
1517
Perritt Capital Management
Illinois
$469K -$750 -12 -0.2%
CAM
1518
Centre Asset Management
New York
$463K – – –
SFM
1519
Signature Financial Management
Virginia
$458K -$136K -2,167 -23%
PSC
1520
Prentiss Smith & Co
Vermont
$457K +$111K +1,767 +32%
DHFB
1521
Dixon Hubard Feinour & Brown
Virginia
$456K – – –
CAMI
1522
Concord Asset Management (Illinois)
Illinois
$456K +$4.69K +75 +1%
I2I
1523
Insight 2811 Inc
Illinois
$452K – – –
CT
1524
Coastline Trust
Rhode Island
$449K +$9.38K +150 +2%
FAM
1525
Formidable Asset Management
Ohio
$447K -$6.26K -100 -1%
59 60
61
62 63