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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 %
BFPW
1576
BOK Financial Private Wealth
Colorado
$277K
B
1577
Bailard
California
$275K -$838K -13,790 -75%
HAIM
1578
Hunter Associates Investment Management
Pennsylvania
$275K -$1.03K -17 -0.4%
IIC
1579
Ironwood Investment Counsel
Arizona
$274K -$16.8K -277 -6%
FGP
1580
Foyston, Gordon, & Payne
Ontario, Canada
$271K
RH
1581
Rayner & Haynor
California
$269K -$12.2K -200 -4%
CAG
1582
Crestwood Advisors Group
Massachusetts
$268K -$4.68K -77 -2%
NFC
1583
Northeast Financial Consultants
Connecticut
$267K -$4.01K -66 -1%
CCA
1584
Conestoga Capital Advisors
Pennsylvania
$264K -$18.2K -300 -6%
ORI
1585
Oak Ridge Investments
Illinois
$262K
ARMC
1586
American Research & Management Company
Massachusetts
$261K +$12.2K +200 +5%
CCB
1587
Cutter & Co Brokerage
Missouri
$260K +$48.6K +801 +23%
RSVP
1588
Ramsay Stattman Vela & Price
Colorado
$259K +$6.07K +100 +2%
BCM
1589
Brookstone Capital Management
Illinois
$257K +$35.2K +580 +16%
MDSL
1590
M.D. Sass LLC
New York
$255K -$50.9M -839,308 -100%
CHAM
1591
Clear Harbor Asset Management
Connecticut
$255K -$1.58M -26,040 -86%
PBT
1592
Pictet Bank & Trust
Bahamas
$255K
DS
1593
DRW Securities
Illinois
$254K +$254K +4,192 New
RWM
1594
Rench Wealth Management
Texas
$253K +$1.22K +20 +0.5%
LNB
1595
Ledyard National Bank
$252K +$8.19K +135 +3%
AAM
1596
Autus Asset Management
Arizona
$252K +$13.5K +222 +6%
NFG
1597
Nadler Financial Group
Illinois
$251K -$15.6K -257 -6%
SAS
1598
Spectrum Advisory Services
Georgia
$251K
WG
1599
Welch Group
Alabama
$248K -$16.7K -275 -6%
FCIM
1600
Fairview Capital Investment Management
California
$248K +$248K +4,079 New