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

Top Sellers

1
EAM
Eagle Asset Management
Florida
$146M
2
AL
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
Norges Bank
Norway
$1.6B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
276
Sentinel Asset Management
Vermont
$51.5M +$166K +2,840 +0.3%
SFM
277
Systematic Financial Management
New Jersey
$51.1M +$4.77M +81,486 +10%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$50.2M -$57.3M -979,460 -53%
NAM
279
NorthCoast Asset Management
Connecticut
$50M -$1.33M -22,794 -3%
BCM
280
Becker Capital Management
Oregon
$49.9M +$1.25M +21,343 +3%
TAM
281
Taylor Asset Management
Ontario, Canada
$49.9M +$6.37M +108,900 +15%
PMG
282
Private Management Group
California
$49.4M -$68.5K -1,171 -0.1%
RCM
283
RNC Capital Management
California
$49.4M +$1.19M +20,311 +2%
MDSL
284
M.D. Sass LLC
New York
$49.3M +$9.06M +154,959 +23%
GG
285
Gofen & Glossberg
Illinois
$49.1M +$75.8K +1,297 +0.2%
Janus Henderson Group
286
Janus Henderson Group
United Kingdom
$48.5M +$241K +4,114 +0.5%
DCM
287
Dupont Capital Management
Delaware
$48.5M -$8.34M -142,674 -15%
VRS
288
Virginia Retirement Systems
Virginia
$48.5M +$658K +11,257 +1%
WT
289
Wilmington Trust
Delaware
$48.3M +$143K +2,444 +0.3%
WI
290
WBI Investments
New Jersey
$48.3M +$1.51M +25,872 +3%
NG
291
NatWest Group
United Kingdom
$48.3M +$3.08M +52,653 +7%
BTS
292
BB&T Securities
Virginia
$48M +$6.91M +11,823 +17%
RIM
293
Rainier Investment Management
Washington
$47.4M -$9.98M -170,640 -17%
CCM
294
Causeway Capital Management
California
$47.1M +$47.1M +771,846 New
RIM
295
RS Investment Management
California
$46.7M -$591K -10,100 -1%
Los Angeles Capital Management
296
Los Angeles Capital Management
California
$46.5M -$32.1M -549,270 -41%
CB
297
Commerce Bank
Missouri
$46.5M +$6.54M +111,749 +16%
FIM
298
Foresters Investment Management
New York
$46.3M +$789K +13,500 +2%
Natixis Advisors
299
Natixis Advisors
Massachusetts
$46.1M +$6.19M +105,928 +16%
GMI
300
Greystone Managed Investments
Saskatchewan, Canada
$46.1M -$7.89M -134,894 -15%
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