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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 %
PFG
1776
Pacific Financial Group
Washington
$46K +$46K +738 New
NG
1777
NatWest Group
United Kingdom
$40.3K -$8.07K -128,983 -17%
CP
1778
Corbenic Partners
Pennsylvania
$38K +$38K +601 New
MUMSS
1779
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K -$30.4K -490 -46%
AP
1780
Advisors Preferred
Maryland
$34.4K +$34.4K +550 New
GI
1781
Gradient Investments
Minnesota
$34K -$3.08M -48,634 -99%
AFS
1782
Aft Forsyth & Sober
Florida
$33K – – –
PIM
1783
Parasol Investment Management
Illinois
$33K – – –
IP
1784
Isthmus Partners
Wisconsin
$32K +$32K +519 New
BCFS
1785
Butensky & Cohen Financial Security
Florida
$31K +$31K +500 New
FPFS
1786
First Personal Financial Services
North Carolina
$31K +$31K +501 New
NC
1787
NewSquare Capital
Pennsylvania
$30K – – –
DOA
1788
D'Orazio & Associates
Virginia
$30K – – –
AWM
1789
Avior Wealth Management
Nebraska
$28K – – –
TCM
1790
TD Capital Management
Tennessee
$28K +$188 +3 +0.7%
WA
1791
Waverly Advisors
Alabama
$25K -$594K -9,501 -96%
YL
1792
YCG LLC
Texas
$25K +$25K +400 New
BRWA
1793
B. Riley Wealth Advisors
Florida
$23.2K +$12.3K +33,592 +114%
UFA
1794
US Financial Advisors
Massachusetts
$21K +$21K +340 New
IF
1795
Ironwood Financial
Arizona
$21K +$21K +354 New
ACPU
1796
Arrowgrass Capital Partners (US)
Delaware
$20K -$279K -4,540 -93%
SAM
1797
Solaris Asset Management
New York
$19K – – –
EMA
1798
Efficient Market Advisors
California
$19K – – –
NHFG
1799
New Harbor Financial Group
Massachusetts
$19K +$19K +300 New
DA
1800
Dunvegan Associates
California
$17K – – –
70 71
72
73 74