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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 %
CHP
1576
Cable Hill Partners
Oregon
$377K +$377K +6,021 New
SFI
1577
SPC Financial Inc
Maryland
$375K +$156K +2,500 +72%
AWA
1578
ARS Wealth Advisors
Florida
$371K -$132K -2,117 -26%
SC
1579
Searle & Co
Connecticut
$371K +$371K +5,942 New
OAM
1580
Oberweis Asset Management
Illinois
$370K +$251 +4 +0.1%
CAM
1581
ClariVest Asset Management
California
$369K – – –
TIA
1582
Trust Investment Advisors
Indiana
$367K -$68.8K -1,100 -16%
AIA
1583
Arbor Investment Advisors
North Carolina
$367K -$34.3K -548 -9%
AWE
1584
Avidian Wealth Enterprises
Texas
$367K +$367K +858 New
AAM
1585
Augustine Asset Management
Florida
$362K – – –
DR
1586
Davis Rea
Ontario, Canada
$362K +$10.6K +170 +3%
HCM
1587
Hengehold Capital Management
Ohio
$362K +$79.9K +1,275 +28%
WA
1588
Wealth Architects
California
$358K +$358K +5,726 New
BGDI
1589
BW Gestao de Investimentos
Brazil
$357K -$11.5M -183,000 -97%
NIS
1590
National Investment Services
Wisconsin
$356K -$3.79M -60,494 -91%
REMPR
1591
Roof Eidam Maycock Peralta (REMP)
California
$354K +$354K +5,652 New
VIA
1592
Vident Investment Advisory
Georgia
$352K +$352K +5,626 New
LRIC
1593
Long Road Investment Counsel
Michigan
$351K +$351K +5,612 New
AIM
1594
Allen Investment Management
New York
$350K -$62.2K -995 -15%
AIM
1595
Arcadia Investment Management
Michigan
$350K – – –
ZCA
1596
Zeke Capital Advisors
Pennsylvania
$349K +$349K +5,576 New
Verition Fund Management
1597
Verition Fund Management
Connecticut
$344K -$863K -13,786 -71%
LFR
1598
Lehman Financial Resources
Pennsylvania
$344K -$21.9K -350 -6%
Capital Fund Management (CFM)
1599
Capital Fund Management (CFM)
France
$344K +$344K +5,494 New
HR
1600
Howe & Rusling
New York
$343K -$2K -32 -0.6%
62 63
64
65 66