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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 %
CAW
1601
Cornerstone Advisors (Washington)
Washington
$343K +$9.08K +145 +3%
WMC
1602
Westwood Management Corporation
Illinois
$342K – – –
STI
1603
Susquehanna Trust & Investment
Pennsylvania
$341K -$12.5K -200 -4%
HCM
1604
Hodges Capital Management
Texas
$341K – – –
BJ
1605
Brouwer & Janachowski
California
$339K -$12.4K -198 -4%
UOC
1606
UBS O'Connor
Illinois
$339K +$339K +5,418 New
BST
1607
Bath Savings Trust
Maine
$337K – – –
KFA
1608
Kelleher Financial Advisors
New York
$337K +$9.98K +160 +3%
PCMC
1609
Paragon Capital Management (Colorado)
Colorado
$336K +$6.32K +101 +2%
GC
1610
Gratry & Company
Ohio
$334K – – –
PAA
1611
Peregrine Asset Advisers
Oregon
$334K – – –
CAS
1612
CTC Alternative Strategies
Illinois
$332K -$119K -1,900 -26%
WCM
1613
Windsor Capital Management
Arizona
$329K +$3.51K +56 +1%
BAAM
1614
Baker Avenue Asset Management
California
$329K +$329K +5,250 New
IWC
1615
Integrated Wealth Counsel
California
$328K – – –
ACS
1616
Archford Capital Strategies
Illinois
$327K -$27.9K -446 -8%
SNBOSD
1617
Security National Bank of So Dak
Iowa
$327K – – –
DDC
1618
DF Dent & Co
Maryland
$323K – – –
BFA
1619
Beaumont Financial Advisors
Massachusetts
$320K -$80.9K -1,292 -20%
MA
1620
Marshwinds Advisory
Georgia
$317K +$563 +9 +0.2%
BAM
1621
Brave Asset Management
New Jersey
$314K +$20K +320 +7%
BWP
1622
BSW Wealth Partners
Colorado
$313K -$9.77K -156 -3%
RVP
1623
Relative Value Partners
Illinois
$313K – – –
CRIG
1624
Charter Research & Investment Group
Connecticut
$313K +$313K +4,996 New
GCM
1625
Glaxis Capital Management
Florida
$313K +$313K +5,000 New
63 64
65
66 67