JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

1,729 hedge funds and large institutions have $164B invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 649 increasing their positions, 693 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+136
Holders Change %
+8.54%
% of All Funds
50.22%
Holding in Top 10
403
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+18.53%
% of All Funds
11.7%
New
222
Increased
649
Reduced
693
Closed
67
Calls
$2.2B
Puts
$2.71B
Net Calls
-$510M
Net Calls Change
-$439M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.4B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62B
3
SC
3
Sculptor Capital
New York
$455M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$817M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.06B

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$146M
2
AL
2
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
4
Norges Bank
Norway
$1.6B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
251
Arizona State Retirement System
Arizona
$62.9M -$1.81M -31,000 -3%
BTW
252
Boston Trust Walden
Massachusetts
$62.4M -$432K -7,389 -0.7%
JPMPWA
253
J.P. Morgan Private Wealth Advisors
California
$62.2M +$2.09M +35,744 +3%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$61.9M -$4.35M -74,414 -7%
RCAMU
255
Rothschild & Co Asset Management US
Connecticut
$61.8M -$13.4M -232,273 -18%
GIBU
256
Gulf International Bank (UK)
United Kingdom
$61.3M +$61.3M +1,048,928 New
FAF
257
Fjarde Ap-fonden
Sweden
$61M -$4.27M -72,940 -7%
SWITC
258
Stewart West Indies Trading Company
Colorado
$60.1M – – –
FQ
259
First Quadrant
California
$58.4M – – –
BCM
260
Basswood Capital Management
New York
$57.6M +$10.1M +172,508 +21%
PC
261
Polar Capital
United Kingdom
$57.4M -$1.58M -27,103 -3%
EIM
262
ExxonMobil Investment Management
Texas
$57.2M -$1.3M -22,195 -2%
1IC
263
1919 Investment Counsel
Maryland
$57.1M -$969K -16,573 -2%
BA
264
Boston Advisors
Massachusetts
$56M +$250K +4,280 +0.4%
Asset Management One
265
Asset Management One
Japan
$55.9M -$898K -15,405 -2%
Nomura Holdings
266
Nomura Holdings
Japan
$55.4M +$3.02M +51,709 +6%
PI
267
Placemark Investments
Illinois
$55.2M +$3M +51,304 +6%
ACM
268
Argent Capital Management
Missouri
$55.2M +$13.7M +235,070 +33%
TAM
269
Todd Asset Management
Kentucky
$54.1M -$4.42M -75,537 -8%
Royal London Asset Management
270
Royal London Asset Management
United Kingdom
$53.4M +$1.18M +20,259 +2%
AI
271
Analytic Investors
California
$53.3M +$31M +530,156 +139%
AACR
272
ACR Alpine Capital Research
Missouri
$53.2M +$4.76M +81,366 +10%
CP
273
Cumberland Partners
Ontario, Canada
$53M +$2.13M +36,446 +4%
DekaBank Deutsche Girozentrale
274
DekaBank Deutsche Girozentrale
Germany
$52.7M +$393K +6,761 +0.8%
Bessemer Group
275
Bessemer Group
New Jersey
$52.4M +$18.6M +318,025 +55%
9 10
11
12 13