JPM icon

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 %
GC
1526
Gratry & Company
Ohio
$347K
OAM
1527
Oberweis Asset Management
Illinois
$343K -$5.7K -94 -2%
PWM
1528
ParenteBeard Wealth Management
Pennsylvania
$342K -$50.9K -838 -13%
BJ
1529
Brouwer & Janachowski
California
$341K +$341K +5,612 New
AIM
1530
Arcadia Investment Management
Michigan
$340K
MIS
1531
Morningstar Investment Services
Illinois
$339K -$2.56M -42,124 -88%
PAMG
1532
Patton Albertson Miller Group
Tennessee
$339K +$339K +5,582 New
LFR
1533
Lehman Financial Resources
Pennsylvania
$337K +$33.4K +550 +11%
PSC
1534
Prentiss Smith & Co
Vermont
$336K
CG
1535
Clinton Group
New York
$336K +$336K +5,527 New
FPCP
1536
Fort Point Capital Partners
California
$333K +$3.01K +50 +0.9%
MA
1537
Marshwinds Advisory
Georgia
$331K -$8.56K -141 -3%
KFA
1538
Kelleher Financial Advisors
New York
$330K
RFA
1539
Reilly Financial Advisors
California
$329K +$9.36K +154 +3%
KFS
1540
Kurt F. Somerville
$328K -$60.7K -1,000 -16%
UAS
1541
United Asset Strategies
New York
$327K +$29.7K +490 +10%
PCM
1542
Prelude Capital Management
New York
$326K -$535K -8,825 -62%
SAM
1543
SignalPoint Asset Management
Missouri
$326K +$13.4K +221 +4%
CAW
1544
Cornerstone Advisors (Washington)
Washington
$325K +$82.1K +1,353 +34%
PAA
1545
Peregrine Asset Advisers
Oregon
$324K -$2M -32,975 -86%
PGA
1546
Portland Global Advisors
Maine
$324K +$324K +5,340 New
HCM
1547
Hodges Capital Management
Texas
$319K +$6.07K +100 +2%
SWM
1548
Segment Wealth Management
Texas
$316K +$19.7K +325 +7%
CAS
1549
CTC Alternative Strategies
Illinois
$316K
I2I
1550
Insight 2811 Inc
Illinois
$314K +$314K +5,180 New