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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
$12.7B
3
State Street
State Street
Massachusetts
$10.9B
4
ECU
Egerton Capital (UK)
United Kingdom
$272M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$277M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$447M
2
SC
Sculptor Capital
New York
$10.4M
3
Franklin Resources
Franklin Resources
California
$2.39B
4
Bank of America
Bank of America
North Carolina
$2.05B
5
Citadel Advisors
Citadel Advisors
Florida
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1726
Reilly Financial Advisors
California
$189K – – –
BRWM
1727
B. Riley Wealth Management
Tennessee
$189K +$93.5K +1,501 +98%
RCWMU
1728
Rothschild & Co Wealth Management (UK)
United Kingdom
$188K – – –
CFA
1729
CT Financial Advisors
Pennsylvania
$173K +$173K +2,758 New
GAM
1730
Gemmer Asset Management
California
$170K +$1.44K +23 +0.9%
SC
1731
Saturna Capital
Washington
$165K – – –
HTHT
1732
Hemenway Trust Hemenway Trust
New Hampshire
$149K – – –
BFEC
1733
Benjamin F. Edwards & Company
Missouri
$148K -$21.2K -339 -13%
SC
1734
SRB Corp
Massachusetts
$148K – – –
VIA
1735
Vantage Investment Advisors
Pennsylvania
$141K -$34.2K -545 -20%
HF
1736
Hoxton Financial
West Virginia
$140K – – –
BC
1737
Blackhill Capital
New Jersey
$140K +$29.8K +475 +27%
RIA
1738
Regal Investment Advisors
Michigan
$131K -$12.8K -205 -9%
HCM
1739
Horrell Capital Management
Arkansas
$128K – – –
TDC
1740
Thompson Davis & Co
Virginia
$125K -$78.5K -1,254 -39%
BBPWM
1741
Blue Bell Private Wealth Management
Pennsylvania
$123K – – –
PCTC
1742
Perkins Coie Trust Company
Washington
$117K – – –
BCB
1743
Brian C. Broderick
$116K – – –
KLWA
1744
Kelly Lawrence W & Associates
California
$113K +$113K +1,800 New
TCM
1745
Tanaka Capital Management
New York
$113K +$113K +1,810 New
VNA
1746
Valley National Advisers
Pennsylvania
$113K +$113K +1,931 New
MCM
1747
MV Capital Management
Maryland
$107K +$107K +1,702 New
F
1748
FolioMetrix
Nebraska
$102K +$102K +1,885 New
HCP
1749
Holt Capital Partners
Texas
$101K +$101K +1,620 New
P
1750
Palladiem
Pennsylvania
$94K +$94K +1,500 New
68 69
70
71 72