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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 %
SC
1651
Saturna Capital
Washington
$160K
VIA
1652
Vantage Investment Advisors
Pennsylvania
$157K +$243 +4 +0.2%
HTHT
1653
Hemenway Trust Hemenway Trust
New Hampshire
$152K -$72.1K -1,184 -32%
VCM
1654
Vigilant Capital Management
Maine
$137K +$53.6K +881 +64%
AA
1655
AlphaMark Advisors
Kentucky
$136K
BBPWM
1656
Blue Bell Private Wealth Management
Pennsylvania
$129K
HCM
1657
Horrell Capital Management
Arkansas
$124K
TCM
1658
Tradewinds Capital Management
Washington
$122K -$3.89K -64 -3%
IMS
1659
Index Management Solutions
Pennsylvania
$118K +$34.9K +573 +42%
CI Investments Inc
1660
CI Investments Inc
Ontario, Canada
$117K -$2.43K -40 -2%
BCB
1661
Brian C. Broderick
$112K +$112K +1,848 New
MAS
1662
Madden Advisory Services
Florida
$111K -$30.2K -500 -21%
ACM
1663
Antonetti Capital Management
Florida
$109K -$3.03K -50 -3%
KLWA
1664
Kelly Lawrence W & Associates
California
$109K
S
1665
SignatureFD
Georgia
$108K -$319K -5,235 -75%
BC
1666
Blackhill Capital
New Jersey
$107K
RAM
1667
RWC Asset Management
United Kingdom
$107K +$37.5K +621 +54%
SFPIA
1668
Stevens First Principles Investment Advisors
California
$103K -$36.4K -600 -26%
CAL
1669
Capital Advisors Ltd
Ohio
$102K
RIA
1670
Regal Investment Advisors
Michigan
$101K +$29.6K +487 +42%
TF
1671
Trutina Financial
Washington
$100K +$100K +1,648 New
MUMSS
1672
Mitsubishi UFJ Morgan Stanley Securities
Japan
$99K +$27.3K +450 +38%
HCP
1673
Holt Capital Partners
Texas
$91K
TFO
1674
Tarbox Family Office
California
$86K -$155K -2,575 -64%
LWA
1675
Lenox Wealth Advisors
New York
$80K -$5.28K -87 -6%