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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 %
ZTNA
1626
Zions Trust National Association
Utah
$312K -$68.9K -1,100 -18%
CWM
1627
Cranbrook Wealth Management
Michigan
$312K +$312K +4,987 New
HIC
1628
Holderness Investments Company
North Carolina
$312K +$312K +4,992 New
SWM
1629
Segment Wealth Management
Texas
$310K -$16.3K -260 -5%
TCB
1630
Texas Capital Bancshares
Texas
$307K +$65.7K +1,048 +27%
HAIM
1631
Hunter Associates Investment Management
Pennsylvania
$305K -$2.81K -45 -0.9%
FC
1632
Financial Consulate
Maryland
$305K +$305K +4,867 New
BOS
1633
Bingham Osborn & Scarborough
California
$304K -$76.2K -1,219 -20%
PFS
1634
Prospera Financial Services
Texas
$303K +$12.7K +203 +4%
DSAM
1635
Dock Street Asset Management
Florida
$302K – – –
LWM
1636
Lenox Wealth Management
Ohio
$302K +$1.13K +18 +0.4%
BRA
1637
Bender Robert & Associates
California
$302K +$25K +400 +9%
FNBOH
1638
First National Bank of Hutchinson
Kansas
$302K +$51.4K +821 +21%
SCA
1639
Samson Capital Advisors
New York
$300K +$300K +4,800 New
SWA
1640
SFMG Wealth Advisors
Texas
$299K -$62.1K -992 -17%
CAG
1641
Crestwood Advisors Group
Massachusetts
$299K -$2.5K -40 -0.8%
SIG
1642
Sky Investment Group
Connecticut
$298K -$3.13K -50 -1%
CYG
1643
Clean Yield Group
Vermont
$296K – – –
JGUA
1644
John G. Ullman & Associates
New York
$293K -$1.89M -30,167 -87%
LNB
1645
Ledyard National Bank
$293K – – –
FWM
1646
Focused Wealth Management
New York
$289K +$63 +1 +0%
SAM
1647
SignalPoint Asset Management
Missouri
$286K -$8.02K -128 -3%
IIC
1648
Ironwood Investment Counsel
Arizona
$285K -$12.4K -199 -4%
KCM
1649
Karp Capital Management
California
$285K +$285K +4,550 New
UAS
1650
United Asset Strategies
New York
$284K -$5.87K -94 -2%
64 65
66
67 68