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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 %
AC
1701
Alexandria Capital
Virginia
$220K +$11.6K +185 +6%
CL
1702
Croft-Leominster
Maryland
$219K – – –
BHC
1703
Bowen Hanes & Co
Florida
$217K +$217K +3,471 New
SFWA
1704
Summit Financial Wealth Advisors
Louisiana
$216K +$216K +3,459 New
B
1705
Bellecapital
Switzerland
$214K – – –
TA
1706
Teton Advisors
New York
$213K – – –
CCC
1707
Chelsea Counsel Company
California
$213K +$213K +3,401 New
OA
1708
Oxbow Advisors
Texas
$212K +$212K +3,381 New
JT
1709
Jump Trading
Illinois
$212K +$212K +3,381 New
AA
1710
Apriem Advisors
California
$211K +$63 +1 +0%
MBE
1711
Michael B. Elefante
$210K -$194K -3,105 -48%
PCMK
1712
Paragon Capital Management (Kansas)
Kansas
$209K -$6.24K -100 -3%
HIS
1713
Horizon Investment Services
Indiana
$208K -$8.77K -140 -4%
FIG
1714
Fusion Investment Group
Pennsylvania
$208K +$198K +3,156 +1,901%
PHAM
1715
Palisades Hudson Asset Management
Florida
$208K +$208K +3,319 New
SIG
1716
Stanford Investment Group
California
$208K +$208K +3,331 New
CM
1717
Cornerstone Management
Georgia
$208K +$208K +3,323 New
RTS
1718
Round Table Services
New Jersey
$207K +$207K +3,308 New
HF
1719
HRT Financial
New York
$207K +$207K +3,322 New
WCM
1720
Wallace Capital Management
Texas
$206K +$206K +3,294 New
FCB
1721
First Citizens Bancorporation
South Carolina
$203K -$36.7K -585 -15%
EA
1722
Elm Advisors
California
$203K +$203K +3,246 New
VIMU
1723
Veritas Investment Management (UK)
United Kingdom
$201K – – –
TFF
1724
The Family Firm
Maryland
$200K +$200K +3,199 New
HPBT
1725
High Point Bank & Trust
North Carolina
$191K +$25K +400 +15%
67 68
69
70 71