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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 %
PNAA
1551
Pictet North America Advisors
Switzerland
$404K +$404K +6,451 New
BSW
1552
Buckingham Strategic Wealth
Missouri
$403K -$30K -479 -7%
EIA
1553
Edgemoor Investment Advisors
Maryland
$402K -$312K -4,995 -44%
IAA
1554
Ironsides Asset Advisors
North Carolina
$401K +$6.26K +100 +2%
HH
1555
Hilltop Holdings
Texas
$401K +$38.2K +611 +11%
FPCP
1556
Fort Point Capital Partners
California
$401K +$168K +2,690 +72%
SGH
1557
Schonfeld Group Holdings
New York
$399K +$399K +6,372 New
PAM
1558
Princeton Alpha Management
New Jersey
$399K +$399K +6,381 New
TCM
1559
Traynor Capital Management
Pennsylvania
$399K +$399K +6,386 New
CCMW
1560
Cypress Capital Management (Wyoming)
Wyoming
$398K +$398K +6,360 New
FNBSF
1561
First National Bank Sioux Falls
South Dakota
$398K +$7.27K +116 +2%
LCM
1562
Lucas Capital Management
New Jersey
$398K +$90.7K +1,450 +30%
NES
1563
New England Securities
New York
$396K -$63.4K -1,013 -14%
SEC
1564
Seven Eight Capital
New York
$394K -$788K -12,600 -67%
RB
1565
Rodgers Brothers
Pennsylvania
$394K -$6.26K -100 -2%
GJCM
1566
Grand Jean Capital Management
California
$394K – – –
DPI
1567
Diversified Portfolios Inc
Michigan
$394K +$394K +6,294 New
PGA
1568
Portland Global Advisors
Maine
$393K +$77.8K +1,244 +25%
RCM
1569
Reynolds Capital Management
Nevada
$388K +$56.3K +900 +17%
KAH
1570
Kathryn A. Hall
$388K +$388K +6,200 New
CA
1571
Cambridge Advisors
Nebraska
$387K +$387K +6,177 New
SCP
1572
Sandhill Capital Partners
New York
$385K -$6.19M -98,818 -94%
NCMG
1573
NCM Capital Management Group
North Carolina
$384K – – –
MCA
1574
Mercer Capital Advisers
New Jersey
$384K +$384K +6,137 New
WDA
1575
Wendell David Associates
New Hampshire
$382K – – –
61 62
63
64 65