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
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 %
BFS
351
Bradley Foster & Sargent
Connecticut
$33.8M -$3.54M -60,567 -9%
JIR
352
James Investment Research
Ohio
$33.6M +$2.31M +39,463 +7%
WT
353
Whittier Trust
California
$33.5M +$399K +6,828 +1%
FWCM
354
Ferguson Wellman Capital Management
Oregon
$32.8M +$351 +6 +0%
GH
355
GAM Holding
Switzerland
$32.5M -$586K -10,029 -2%
AIM
356
Assured Investment Management
New York
$32.4M +$11M +188,000 +51%
SCM
357
Smead Capital Management
Arizona
$32.3M +$2.61M +44,611 +9%
DGHMC
358
Dalton, Greiner, Hartman, Maher & Co
New York
$32.2M +$4.66M +79,758 +17%
WCM
359
Wedge Capital Management
North Carolina
$32.1M +$208K +3,550 +0.7%
ELC
360
Edgar Lomax Company
Virginia
$32M +$2.47M +42,200 +8%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$31.9M +$4.97M +84,957 +18%
B
362
BP
United Kingdom
$31.9M +$8.48M +145,000 +36%
EARNEST Partners
363
EARNEST Partners
Georgia
$31.8M +$31.8M +543,702 New
PSUF
364
People's United Financial
Connecticut
$31.8M -$815K -13,941 -3%
Parallax Volatility Advisers
365
Parallax Volatility Advisers
California
$31.7M +$31M +530,276 +4,554%
DAM
366
Davis Asset Management
California
$31.2M +$877K +15,000 +3%
Zurich Cantonal Bank
367
Zurich Cantonal Bank
Switzerland
$31.2M +$3.17M +54,133 +11%
PL
368
Perpetual Ltd
Australia
$30.6M +$14.8M +252,879 +94%
SCM
369
Sirios Capital Management
Massachusetts
$30.6M +$7.16M +122,480 +31%
NMERB
370
New Mexico Educational Retirement Board
New Mexico
$30.5M -$2.63M -44,900 -8%
B
371
Baird
Wisconsin
$30.4M +$449K +7,682 +2%
ARC
372
Absolute Return Capital
Massachusetts
$30.3M -$8.45M -144,460 -22%
CIBC Asset Management
373
CIBC Asset Management
Ontario, Canada
$30.1M -$1.15M -19,609 -4%
SCA
374
SAC Capital Advisors
Connecticut
$30.1M -$59.4M -1,014,995 -66%
BIC
375
Beach Investment Counsel
Pennsylvania
$30M +$25.9M +443,160 +629%
13 14
15
16 17