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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 %
BP
426
Banyan Partners
Florida
$22.5M +$2.75M +46,972 +14%
BUB
427
BBVA USA Bancshares
Texas
$22.3M -$154K -2,625 -0.7%
FG
428
FSI Group
Ohio
$22.3M +$1.8M +30,850 +9%
OC
429
Oppenheimer & Co
New York
$22.1M -$3.4M -58,056 -13%
MHC
430
Meyer Handelman Company
New York
$22.1M – – –
PP
431
Palladium Partners
Virginia
$22.1M +$460K +7,858 +2%
BAM
432
Barrett Asset Management
New York
$21.9M -$1.06M -18,155 -5%
BSA
433
Braun Stacey Associates
New York
$21.7M -$847K -14,481 -4%
LCM
434
Lomas Capital Management
New York
$21.7M +$1.64M +28,053 +8%
MCM
435
Maltese Capital Management
New York
$21.6M -$4.98M -85,100 -19%
V
436
Veritable
Delaware
$21.6M +$7.7M +131,752 +56%
CCM
437
Cobalt Capital Management
New Jersey
$21.5M +$21.5M +368,000 New
SSG
438
Summit Securities Group
New York
$21.3M +$9.8M +167,600 +85%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$21.3M -$245K -4,188 -1%
TH
440
TCTC Holdings
Texas
$21.2M -$459K -7,850 -2%
AF
441
Ally Financial
Michigan
$21.1M +$3.51M +60,000 +20%
CC
442
Chubb Corp
New Jersey
$21.1M – – –
DJSG
443
D.J. St. Germain
Massachusetts
$21M -$301K -5,143 -1%
JAM
444
JCIC Asset Management
Ontario, Canada
$20.9M -$2.39M -40,930 -10%
CTI
445
Community Trust & Investment
Kentucky
$20.9M +$310K +5,307 +2%
CAM
446
Capstone Asset Management
Texas
$20.8M -$19.1M -326,302 -48%
Commonwealth Equity Services
447
Commonwealth Equity Services
Massachusetts
$20.7M -$1.12M -19,184 -5%
DC
448
Deere & Company
Illinois
$20.5M +$42.5K +727 +0.2%
NAM
449
North American Management
Massachusetts
$20.5M +$341K +5,825 +2%
CIA
450
CCM Investment Advisers
South Carolina
$20.5M +$255K +4,356 +1%
16 17
18
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