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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
1801
Piershale Financial Group
Illinois
$17K +$7.38K +115 +77%
TJHA
1802
Thomas J. Herzfeld Advisors
Florida
$11K +$11K +170 New
FTC
1803
Farmers Trust Company
Ohio
$7.05K -$7.11M -113,042 -100%
IF
1804
IRON Financial
Illinois
$5.77K -$56 -90 -1%
PWM
1805
ParenteBeard Wealth Management
Pennsylvania
$5.59K -$117K -7,335 -95%
BWFA
1806
Baltimore-Washington Financial Advisors
Maryland
$5K – – –
BPM
1807
Bowling Portfolio Management
Ohio
$3.48K -$378 -6,033 -10%
OSAM
1808
O'Shaughnessy Asset Management
Connecticut
$3K – – –
BCMIO
1809
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
MIM
1810
Macroview Investment Management
Maryland
$2K – – –
NDSI
1811
Newman Dignan & Sheerar Inc
Rhode Island
$1.17K +$10 +163 +0.9%
SMG
1812
Spectrum Management Group
Indiana
$1K – – –
GTP
1813
Global Thematic Partners
New York
– -$98.7M -1,637,637 Closed
IIM
1814
Ivory Investment Management
New York
– -$79.6M -1,321,223 Closed
CAM
1815
Chou Associates Management
Ontario, Canada
– -$25.4M -1,126,347 Closed
WI
1816
WBI Investments
New Jersey
– -$52.9M -878,063 Closed
CIM
1817
Contrarius Investment Management
Jersey
– -$47.4M -786,942 Closed
Balyasny Asset Management
1818
Balyasny Asset Management
Illinois
– -$28.7M -476,179 Closed
QF
1819
QVT Financial
New York
– -$19.7M -326,581 Closed
ZAM
1820
Zenit Asset Management
Sweden
– -$13.5M -222,662 Closed
WM
1821
WCG Management
New York
– -$13.3M -221,000 Closed
Ninety One (UK)
1822
Ninety One (UK)
United Kingdom
– -$10.8M -178,518 Closed
Capstone Investment Advisors
1823
Capstone Investment Advisors
New York
– -$10.4M -172,418 Closed
JVBC
1824
J.V. Bruni & Co
Colorado
– -$10M -166,733 Closed
CIA
1825
CSat Investment Advisory
Michigan
– -$10M -165,926 Closed
71 72
73
74 75