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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 %
PCMC
1551
Paragon Capital Management (Colorado)
Colorado
$312K
QAM
1552
Quantres Asset Management
Cayman Islands
$310K +$310K +5,100 New
FTI
1553
Fiduciary Trust International
Massachusetts
$310K +$310K +5,106 New
WCM
1554
Windsor Capital Management
Arizona
$309K +$73.5K +1,213 +31%
SCG
1555
Strategic Capital Group
Washington
$307K +$217K +3,575 +240%
YMRC
1556
Yorktown Management & Research Company
Virginia
$304K -$122K -2,000 -29%
AAP
1557
Ardsley Advisory Partners
Connecticut
$304K +$304K +5,000 New
FIM
1558
Freedom Investment Management
Connecticut
$303K +$31.8K +524 +12%
PL
1559
Plancorp LLC
Missouri
$303K +$303K +5,010 New
BFEC
1560
Benjamin F. Edwards & Company
Missouri
$299K +$103K +1,700 +53%
LCM
1561
Lucas Capital Management
New Jersey
$297K -$60.8K -1,000 -17%
SNBOSD
1562
Security National Bank of So Dak
Iowa
$297K -$3.94K -65 -1%
LC
1563
Lourd Capital
California
$296K -$75.8K -1,250 -20%
STI
1564
Susquehanna Trust & Investment
Pennsylvania
$295K -$22.7K -375 -7%
CBT
1565
Central Bank & Trust
Kentucky
$294K -$11.6K -191 -4%
DSAM
1566
Dock Street Asset Management
Florida
$293K
HCM
1567
Hengehold Capital Management
Ohio
$292K -$29.9K -493 -9%
SIG
1568
Sky Investment Group
Connecticut
$292K
SGH
1569
Schonfeld Group Holdings
New York
$288K +$288K +4,741 New
KWMG
1570
King Wealth Management Group
Florida
$286K +$9.96K +164 +4%
BAM
1571
Brave Asset Management
New Jersey
$285K -$103K -1,690 -26%
EIA
1572
Edgemoor Investment Advisors
Maryland
$283K +$30.4K +500 +12%
LCM
1573
LVM Capital Management
Michigan
$281K -$228K -3,759 -45%
AI
1574
Accredited Investors
Minnesota
$281K +$486 +8 +0.2%
MBT
1575
Montecito Bank & Trust
California
$280K +$50.6K +834 +22%