JPM icon

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 %
SFS
1651
Summit Financial Strategies
Ohio
$283K +$283K +4,519 New
YMRC
1652
Yorktown Management & Research Company
Virginia
$282K -$31.3K -500 -10%
FGP
1653
Foyston, Gordon, & Payne
Ontario, Canada
$280K – – –
NFG
1654
Nadler Financial Group
Illinois
$280K +$46K +734 +20%
SOADOR
1655
State of Alaska Department of Revenue
Alaska
$276K +$276K +4,420 New
NFC
1656
Northeast Financial Consultants
Connecticut
$275K +$813 +13 +0.3%
NERM
1657
New England Research & Management
Illinois
$275K +$275K +4,400 New
TNB
1658
Thomasville National Bank
Georgia
$272K -$2.89M -46,205 -91%
CCA
1659
Conestoga Capital Advisors
Pennsylvania
$272K – – –
BBNB
1660
Baker Boyer National Bank
Washington
$270K +$270K +4,318 New
USGIU
1661
U.S. Global Investors (USGI)
Texas
$269K +$269K +4,300 New
ORI
1662
Oak Ridge Investments
Illinois
$268K -$1.82K -29 -0.7%
MSR
1663
Main Street Research
Connecticut
$268K +$45.8K +732 +21%
KSA
1664
Ken Stern & Associates
California
$268K +$268K +4,284 New
FCIM
1665
Fairview Capital Investment Management
California
$265K – – –
CAM
1666
Concorde Asset Management
Michigan
$264K +$264K +4,720 New
ARMC
1667
American Research & Management Company
Massachusetts
$262K – – –
GWA
1668
Genesis Wealth Advisors
Massachusetts
$261K +$261K +4,265 New
IC
1669
Intersect Capital
California
$260K +$260K +4,155 New
CWA
1670
Constellation Wealth Advisors
New York
$255K -$119K -1,908 -32%
RSVP
1671
Ramsay Stattman Vela & Price
Colorado
$255K -$15.7K -250 -6%
WG
1672
Welch Group
Alabama
$255K -$4.93K -79 -2%
DIP
1673
DT Investment Partners
Pennsylvania
$255K – – –
AIIMS
1674
Analyst IMS Investment Management Services
Israel
$254K +$254K +4,039 New
RWM
1675
Rench Wealth Management
Texas
$252K +$500 +8 +0.2%
65 66
67
68 69