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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 %
HHMI
1676
Howard Hughes Medical Institute
Maryland
$77K -$5.97K -99 -7%
TCCM
1677
Timber Creek Capital Management
Massachusetts
$73K -$36K -600 -33%
GGPS
1678
Gary Goldberg Planning Services
New York
$65K +$121 +2 +0.2%
FWC
1679
First Washington Corp
Washington
$61K – – –
MSFP
1680
Mark Sheptoff Financial Planning
Connecticut
$61K +$61K +1,000 New
PFA
1681
Paradigm Financial Advisors
Missouri
$60K -$61.3K -1,013 -51%
HF
1682
Hoxton Financial
West Virginia
$56K -$256K -4,182 -82%
AAC
1683
Asset Advisors Corp
Georgia
$51K – – –
CFN
1684
Cordasco Financial Network
Florida
$48K – – –
AFIA
1685
America First Investment Advisors
Nebraska
$47K -$4.51K -75 -9%
SA
1686
SRH Advisors
Kansas
$45K – – –
WCM
1687
Wealthcare Capital Management
Virginia
$44K – – –
TFMS
1688
Trust & Fiduciary Management Services
Massachusetts
$43K +$6.44K +106 +18%
TIM
1689
Tortoise Investment Management
New York
$42K – – –
CFSG
1690
Community Financial Services Group
Vermont
$40K -$169K -2,784 -81%
AWM
1691
Avior Wealth Management
Nebraska
$39K +$39K +640 New
CRCP
1692
Copper Rock Capital Partners
Massachusetts
$36K – – –
AFS
1693
Aft Forsyth & Sober
Florida
$32K – – –
FNYS
1694
First New York Securities
New York
$30K +$60 +1 +0.2%
NC
1695
NewSquare Capital
Pennsylvania
$29K – – –
DOA
1696
D'Orazio & Associates
Virginia
$29K – – –
TCM
1697
TD Capital Management
Tennessee
$27K +$185 +3 +0.7%
PWAG
1698
Polaris Wealth Advisory Group
California
$20K – – –
UOTTAIMCU
1699
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$20K +$20K +329 New
JT
1700
Jump Trading
Illinois
$19K -$354K -5,960 -95%
66 67
68
69 70