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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 %
PIA
1751
Piedmont Investment Advisors
North Carolina
$92.6K -$5.6M -89,531 -98%
LWA
1752
Lenox Wealth Advisors
New York
$89K -$16.5K -262 -16%
CFSG
1753
Community Financial Services Group
Vermont
$89K +$5.57K +89 +7%
CAL
1754
Capital Advisors Ltd
Ohio
$86K +$4.93K +79 +6%
TFO
1755
Tarbox Family Office
California
$84K -$2.31K -37 -3%
PCC
1756
Park Circle Company
Maryland
$81K – – –
ICM
1757
Ionic Capital Management
New York
$81K +$81K +1,300 New
VCM
1758
Vigilant Capital Management
Maine
$80K – – –
CFA
1759
Camarda Financial Advisors
Florida
$78K +$75.3K +1,200 +2,791%
TCCM
1760
Timber Creek Capital Management
Massachusetts
$77K – – –
TCM
1761
Tradewinds Capital Management
Washington
$75K -$27.3K -436 -27%
MSFP
1762
Mark Sheptoff Financial Planning
Connecticut
$69K +$6.84K +110 +11%
IMS
1763
Index Management Solutions
Pennsylvania
$68K -$227K -3,645 -77%
AA
1764
AlphaMark Advisors
Kentucky
$67K -$1.07K -17 -2%
AAC
1765
Asset Advisors Corp
Georgia
$65K -$12.6K -200 -16%
SGC
1766
South Georgia Capital
Illinois
$65K – – –
FWC
1767
First Washington Corp
Washington
$63K – – –
FNYS
1768
First New York Securities
New York
$62.6K – – –
FMA
1769
FNY Managed Accounts
New York
$62.6K +$62.6K +1,000 New
S
1770
SignatureFD
Georgia
$55K +$41.8K +667 +318%
TFA
1771
Transamerica Financial Advisors
Florida
$54K – – –
CFN
1772
Cordasco Financial Network
Florida
$49K – – –
WCM
1773
Wealthcare Capital Management
Virginia
$47K -$8.99K -143 -16%
SA
1774
SRH Advisors
Kansas
$47K – – –
TIM
1775
Tortoise Investment Management
New York
$46K +$2.19K +35 +5%
69 70
71
72 73