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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
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 %
MMH
301
Menora Mivtachim Holdings
Israel
$45.9M +$3.78M +64,615 +9%
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$45.5M -$2.88M -49,078 -6%
Lazard Asset Management
303
Lazard Asset Management
New York
$44.9M -$1.54M -26,367 -3%
Fiera Capital (Canada)
304
Fiera Capital (Canada)
Quebec, Canada
$44.7M +$44.7M +763,552 New
STC
305
SEI Trust Company
Pennsylvania
$44.1M +$3.22M +55,108 +8%
RCM
306
Redwood Capital Management
New York
$43.9M – – –
CLOS
307
Compagnie Lombard Odier SCmA
Switzerland
$43.6M +$43.6M +745,049 New
OAM
308
Origin Asset Management
United Kingdom
$43M -$930K -15,904 -2%
KCM
309
Kames Capital Management
United Kingdom
$42.9M -$7.27M -124,281 -14%
AG
310
Aperio Group
California
$42.8M -$34.3M -663,604 Closed
TCM
311
Tetrem Capital Management
Manitoba, Canada
$42.6M +$1.01M +17,316 +2%
IIM
312
Ivory Investment Management
New York
$42.6M +$22.1M +377,200 +107%
MA
313
MUFG Americas
New York
$42.4M -$953K -16,303 -2%
COPPSERS
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42M -$3.87M -66,250 -8%
PNC
315
Park National Corp
Ohio
$41.9M +$743K +12,711 +2%
GI
316
GLG Inc
New York
$41.5M -$5.28M -90,318 -11%
QBFM
317
QS Batterymarch Financial Management
New York
$41.3M -$2.99M -51,147 -7%
PWLP
318
Prio Wealth Limited Partnership
Massachusetts
$41.2M +$950K +16,247 +2%
WCM
319
Winton Capital Management
United Kingdom
$40.6M +$15.3M +261,608 +60%
OPERF
320
Oregon Public Employees Retirement Fund
Oregon
$40.6M +$8.71M +149,000 +27%
JAM
321
Jupiter Asset Management
United Kingdom
$40.3M +$1.19M +20,393 +3%
1832 Asset Management
322
1832 Asset Management
Ontario, Canada
$39.5M -$326K -5,579 -0.8%
URS
323
Utah Retirement Systems
Utah
$39.4M – – –
MCC
324
Mid Continent Capital
Illinois
$39.1M +$4.9M +83,816 +14%
AAF
325
Andra AP-fonden
Sweden
$39M -$4.63M -79,100 -11%
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