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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 %
AFG
1676
Albion Financial Group
Utah
$251K – – –
BWA
1677
Burt Wealth Advisors
Maryland
$248K +$248K +3,968 New
JFA
1678
JNBA Financial Advisors
Minnesota
$247K – – –
AMG
1679
Asset Management Group
Connecticut
$247K +$1.19K +19 +0.5%
AI
1680
Accredited Investors
Minnesota
$244K -$47.2K -753 -16%
NYLIM
1681
New York Life Investment Management
New York
$244K +$244K +3,902 New
VWM
1682
Vector Wealth Management
Minnesota
$242K +$8.03K +128 +3%
NG
1683
Northstar Group
New York
$239K +$239K +3,825 New
PHK
1684
Point72 Hong Kong
Hong Kong
$238K +$238K +3,803 New
BFPW
1685
BOK Financial Private Wealth
Colorado
$237K -$48.4K -775 -17%
GWS
1686
Glassman Wealth Services
Virginia
$237K +$237K +3,785 New
GGPS
1687
Gary Goldberg Planning Services
New York
$235K -$3.12K -50 -1%
HHAM
1688
HITE Hedge Asset Management
Massachusetts
$235K – – –
MKC
1689
M. Kraus & Co
Vermont
$234K -$1.57K -25 -0.7%
IIM
1690
Ironwood Investment Management
Massachusetts
$233K – – –
NGA
1691
Naples Global Advisors
Florida
$232K +$4.63K +74 +2%
BPCE
1692
Bank Pictet & Cie (Europe)
Germany
$232K +$232K +3,700 New
TBA
1693
Train Babcock Advisors
New York
$231K – – –
RMC
1694
Regis Management Company
California
$228K -$2.57K -41 -1%
VC
1695
Vicus Capital
Pennsylvania
$228K +$2.63K +42 +1%
CBT
1696
Central Bank & Trust
Kentucky
$227K -$5.14K -82 -2%
EWMCB
1697
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$227K +$227K +3,640 New
FMP
1698
Financial Management Professionals
Texas
$226K – – –
WA
1699
WealthTrust Axiom
Pennsylvania
$225K -$3.13K -50 -1%
NPPM
1700
North Point Portfolio Managers
Ohio
$220K – – –
66 67
68
69 70