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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 %
AFG
1601
Albion Financial Group
Utah
$244K
FNBOH
1602
First National Bank of Hutchinson
Kansas
$243K
WCM
1603
Weik Capital Management
Pennsylvania
$242K -$115K -1,906 -32%
HB
1604
Homrich & Berg
Georgia
$241K -$60.7K -1,000 -20%
MKC
1605
M. Kraus & Co
Vermont
$241K
RCWMU
1606
Rothschild & Co Wealth Management (UK)
United Kingdom
$239K +$239K +3,930 New
SOADOR
1607
State of Alaska Department of Revenue
Alaska
$236K -$179K -2,960 -43%
TCB
1608
Texas Capital Bancshares
Texas
$231K +$231K +3,799 New
MHS
1609
M Holdings Securities
Oregon
$228K -$532K -8,766 -70%
IIM
1610
Ironwood Investment Management
Massachusetts
$226K
TBA
1611
Train Babcock Advisors
New York
$225K
GHA
1612
GW Henssler & Associates
Georgia
$225K +$15.8K +261 +8%
IHL
1613
Investment House LLC
California
$224K -$39.4K -650 -15%
RMC
1614
Regis Management Company
California
$223K -$13.7K -226 -6%
FWM
1615
Focused Wealth Management
New York
$223K +$61 +1 +0%
VHAM
1616
Van Hulzen Asset Management
California
$222K -$30.3K -500 -12%
PCMK
1617
Paragon Capital Management (Kansas)
Kansas
$222K -$6.07K -100 -3%
BOS
1618
Bingham Osborn & Scarborough
California
$222K +$222K +3,665 New
BC
1619
Barnett & Company
Tennessee
$221K -$18.7K -308 -8%
LI
1620
LVZ Inc
Michigan
$221K
WA
1621
WealthTrust Axiom
Pennsylvania
$221K
AC
1622
Alexandria Capital
Virginia
$221K +$6.08K +100 +3%
AIM
1623
Acropolis Investment Management
Missouri
$220K +$6.07K +100 +3%
FMP
1624
Financial Management Professionals
Texas
$219K
ACM
1625
Alta Capital Management
Utah
$218K +$218K +3,600 New