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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 %
SH
1851
Scepter Holdings
Texas
– -$602K -10,000 Closed
IUAM
1852
Itau USA Asset Management
New York
– -$524K -8,700 Closed
JRP
1853
Jasper Ridge Partners
California
– -$468K -7,775 Closed
OCM
1854
Osterweis Capital Management
California
– -$398K -6,600 Closed
VCAM
1855
Valentine Capital Asset Management
California
– -$330K -5,475 Closed
PL
1856
Plancorp LLC
Missouri
– -$277K -4,600 Closed
B
1857
Bailard
California
– -$245K -4,074 Closed
TFCP
1858
Twin Focus Capital Partners
Massachusetts
– -$221K -3,661 Closed
LCM
1859
LVM Capital Management
Michigan
– -$216K -3,584 Closed
LIM
1860
Longfellow Investment Management
Massachusetts
– -$162K -2,702 Closed
SCA
1861
Strategic Capital Alternatives
United States
– -$121K -2,013 Closed
MAS
1862
Madden Advisory Services
Florida
– -$111K -1,835 Closed
PFO
1863
Pathstone Family Office
New Jersey
– -$82K -1,362 Closed
WAS
1864
Winch Advisory Services
Wisconsin
– -$39K -648 Closed
VVP
1865
Vulcan Value Partners
Alabama
– -$24K -400 Closed
AFIA
1866
America First Investment Advisors
Nebraska
– -$23K -382 Closed
MCM
1867
McKinley Capital Management
Alaska
– -$16K -269 Closed
SCP
1868
Syntal Capital Partners
Texas
– -$15K -262 Closed
NMIS
1869
Northwestern Mutual Investment Services
Wisconsin
– -$15K -250 Closed
PO
1870
Private Ocean
California
– -$9K -150 Closed
PI
1871
Panthera Investment
Germany
– -$1K -1 Closed
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