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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 %
AF
1526
Affiance Financial
Minnesota
$445K +$445K +7,108 New
PIA
1527
Peachtree Investment Advisors
Georgia
$444K +$97.9K +1,563 +28%
PIM
1528
Provident Investment Management
Michigan
$438K -$9.21K -147 -2%
KIC
1529
Keating Investment Counselors
Florida
$438K – – –
NYLT
1530
New York Life Trust
New York
$437K +$1.57K +25 +0.4%
AWA
1531
Arete Wealth Advisors
Illinois
$436K -$6.32K -101 -1%
MBT
1532
Montecito Bank & Trust
California
$434K +$142K +2,274 +49%
BHA
1533
Beech Hill Advisors
New York
$432K -$518K -8,285 -55%
MJRIC
1534
Mogy Joel R Investment Counsel
California
$430K -$7.51K -120 -2%
ACA
1535
Anchor Capital Advisors
Massachusetts
$429K -$532K -8,509 -55%
LG
1536
LaFleur & Godfrey
Michigan
$428K – – –
CAI
1537
Capital Advisors Inc
Oklahoma
$427K +$119K +1,908 +39%
HA
1538
Hamel Associates
New Jersey
$427K – – –
AIM
1539
Acuity Investment Management
Ontario, Canada
$425K +$356K +5,700 +518%
ASN
1540
Advisory Services Network
Georgia
$423K -$22.5K -405 -5%
EGM
1541
Engineers Gate Manager
New York
$423K +$423K +6,766 New
AW
1542
Alpha Windward
Massachusetts
$420K -$6.51K -104 -2%
EVC
1543
Eidelman Virant Capital
Missouri
$419K – – –
CC
1544
Capital Counsel
New York
$413K +$3.95K +63 +1%
LC
1545
Lourd Capital
California
$413K +$32.4K +517 +9%
HW
1546
Hancock Whitney
Mississippi
$412K +$13.1K +209 +3%
CCB
1547
Cutter & Co Brokerage
Missouri
$411K +$118K +1,892 +40%
AP
1548
Atwood & Palmer
Missouri
$410K +$3.94K +63 +1%
EP
1549
Elkhorn Partners
Nebraska
$407K – – –
TIM
1550
TBP Investments Management
Texas
$407K +$407K +6,500 New
60 61
62
63 64