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JPMorgan Chase
JPM

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
$6.01B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.92B
3
Ameriprise
Ameriprise
Minnesota
$2.73B
4
Dodge & Cox
Dodge & Cox
California
$1.06B
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.4B

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
Citigroup
Citigroup
New York
$227M
3
Invesco
Invesco
Georgia
$2.28B
4
Goldman Sachs
Goldman Sachs
New York
$1.42B
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HHAM
1626
HITE Hedge Asset Management
Massachusetts
$217K – – –
TFA
1627
Transamerica Financial Advisors
Florida
$216K +$176K +2,901 +446%
VC
1628
Vicus Capital
Pennsylvania
$216K +$216K +3,566 New
SFT
1629
Simmons First Trust
Arkansas
$215K -$49.5K -812 -19%
IRS
1630
Invictus RG (Singapore)
Singapore
$215K +$148K +2,434 +221%
NPPM
1631
North Point Portfolio Managers
Ohio
$214K -$12.2K -200 -5%
CL
1632
Croft-Leominster
Maryland
$212K -$3.64K -60 -2%
CYG
1633
Clean Yield Group
Vermont
$211K – – –
CRC
1634
Curi RMB Capital
Illinois
$211K +$211K +3,477 New
B
1635
Bellecapital
Switzerland
$207K – – –
VIMU
1636
Veritas Investment Management (UK)
United Kingdom
$206K – – –
TA
1637
Teton Advisors
New York
$206K +$206K +3,400 New
AGA
1638
Accuvest Global Advisors
Utah
$205K +$205K +3,380 New
VWM
1639
Vector Wealth Management
Minnesota
$202K +$202K +3,322 New
NGA
1640
Naples Global Advisors
Florida
$201K +$201K +3,315 New
CCM
1641
Cupps Capital Management
Illinois
$199K -$1.86M -30,768 -90%
AA
1642
Apriem Advisors
California
$189K +$61 +1 +0%
PLFAM
1643
Pineno Levin & Ford Asset Management
Virginia
$187K -$35.1K -580 -16%
SGC
1644
South Georgia Capital
Illinois
$184K -$340K -5,600 -65%
AIM
1645
ADAR Investment Management
New Jersey
$182K -$2.11M -34,701 -92%
JFA
1646
JNBA Financial Advisors
Minnesota
$178K – – –
CFA
1647
CT Financial Advisors
Pennsylvania
$167K +$167K +2,758 New
LIM
1648
Longfellow Investment Management
Massachusetts
$165K – – –
GAM
1649
Gemmer Asset Management
California
$163K +$163K +2,685 New
HPBT
1650
High Point Bank & Trust
North Carolina
$161K – – –
64 65
66
67 68