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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 %
WTNA
326
Wilmington Trust National Association
Delaware
$38.9M +$597K +10,215 +2%
Mirae Asset Global Investments
327
Mirae Asset Global Investments
South Korea
$38.8M +$343K +5,871 +0.9%
C
328
Consulta
United Kingdom
$38.8M -$41.3M -706,052 -52%
M2MC
329
Matthew 25 Management Corp
Pennsylvania
$38.5M +$31.3M +534,900 +436%
GA
330
Geneva Advisors
Illinois
$38.2M +$33.5M +572,084 +699%
RCM
331
Riverhead Capital Management
Delaware
$38.2M -$13.2M -225,519 -26%
ECM
332
Estabrook Capital Management
New York
$38M -$686K -11,737 -2%
SAM
333
Shell Asset Management
Netherlands
$37.6M -$18.4M -314,495 -33%
OA
334
Oak Associates
Ohio
$37.5M +$37.5M +640,822 New
DL
335
Delta Lloyd
Netherlands
$37.3M +$5.45M +93,259 +17%
DILH
336
Dai-ichi Life Holdings
Japan
$35.8M +$1.45M +24,867 +4%
MWNA
337
Marshall Wace North America
New York
$35.6M +$13M +222,911 +58%
HighTower Advisors
338
HighTower Advisors
Illinois
$35.4M +$4.69M +80,216 +15%
ZIM
339
Zacks Investment Management
Illinois
$35.3M +$2.31M +39,440 +7%
ADEF
340
Adams Diversified Equity Fund
Maryland
$35.1M – – –
WAM
341
World Asset Management
Michigan
$34.5M -$5.61M -95,974 -14%
MAA
342
Matrix Asset Advisors
New York
$34.5M -$233K -3,978 -0.7%
CEP
343
Chicago Equity Partners
Illinois
$34.4M -$28.4M -485,426 -45%
PTC
344
Philadelphia Trust Company
Pennsylvania
$34.3M +$5.72M +97,837 +20%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$34.2M +$7.15M +122,223 +26%
BC
346
Brookfield Corp
Ontario, Canada
$34.2M -$9.65M -165,000 -22%
ECA
347
Endeavour Capital Advisors
Connecticut
$34.1M +$2.55M +43,600 +8%
CPSAC
348
Chas P. Smith & Associates (CPS)
Florida
$34.1M +$22.9M +391,333 +204%
AIMCA
349
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34M +$8.09M +138,300 +31%
LPL Financial
350
LPL Financial
California
$34M +$1.13M +19,322 +3%
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