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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 %
BIP
401
Brandes Investment Partners
California
$25.4M +$2.48M +42,454 +11%
VDI
402
Vaughan David Investments
Illinois
$25.2M +$110K +1,874 +0.4%
ICM
403
ICC Capital Management
Florida
$25.1M -$6.68M -114,221 -21%
PA
404
Pinnacle Associates
New York
$24.9M -$158K -2,700 -0.6%
M&T Bank
405
M&T Bank
New York
$24.9M -$213K -3,649 -0.9%
TCT
406
TIAA CREF Trust
Missouri
$24.9M +$997K +17,049 +4%
GAI
407
General American Investors
New York
$24.9M -$1.46M -25,000 -6%
SGDR
408
SPX Gestao de Recursos
Brazil
$24.6M +$12M +205,810 +96%
PP
409
Prospector Partners
Connecticut
$24.5M +$2.83M +48,400 +13%
BPBT
410
Boston Private Bank & Trust
Massachusetts
$24.4M +$778K +13,309 +3%
BCM
411
Bridgeway Capital Management
Texas
$24.4M -$588K -10,060 -2%
CIP
412
Chartwell Investment Partners
Pennsylvania
$24.3M +$1.19M +20,265 +5%
BF
413
BOK Financial
Oklahoma
$24.1M -$217K -3,707 -0.9%
ONB
414
Old National Bancorp
Indiana
$24M -$251K -4,298 -1%
UCFA
415
United Capital Financial Advisors
Texas
$23.6M -$10.8M -184,152 -31%
PFC
416
Poplar Forest Capital
California
$23.6M -$2.71M -46,317 -10%
SPC
417
Stewart & Patten Company
California
$23.6M -$817K -13,979 -3%
First Trust Advisors
418
First Trust Advisors
Illinois
$23.4M +$3.72M +63,688 +19%
QF
419
QVT Financial
New York
$23.4M -$11.6M -197,900 -33%
IAM
420
Impax Asset Management
New Hampshire
$23.2M -$1.85M -31,668 -7%
AAM
421
Aberdeen Asset Management
United Kingdom
$23M – – –
UOC
422
UBS O'Connor
Illinois
$22.9M -$13.3M -227,702 -37%
TMAM
423
Tokio Marine Asset Management
Japan
$22.8M -$1.37M -23,490 -6%
DIA
424
Dana Investment Advisors
Wisconsin
$22.7M +$94.7K +1,620 +0.4%
CCM
425
Cadence Capital Management
Massachusetts
$22.6M -$3.19M -54,503 -12%
15 16
17
18 19