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 %
ISL
451
Ingalls & Snyder LLC
New York
$20.4M +$1.84M +31,458 +10%
ESBC
452
E.S. Barr & Co
Kentucky
$20.3M +$64.2K +1,098 +0.3%
KWILP
453
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.3M +$2.25M +38,525 +13%
MCM
454
McKinley Capital Management
Alaska
$20.2M -$15.6M -266,544 -43%
AMI
455
Amica Mutual Insurance
Rhode Island
$20.2M – – –
ANI
456
American National Insurance
Texas
$20.2M +$234K +4,000 +1%
BAM
457
Berkshire Asset Management
Pennsylvania
$20M +$2.94M +50,188 +17%
SAM
458
Securian Asset Management
Minnesota
$19.8M -$69.2K -1,184 -0.3%
Millennium Management
459
Millennium Management
New York
$19.7M -$56.8M -971,023 -74%
JAFL
460
Jay A. Fishman Ltd
Michigan
$19.7M +$1.35M +23,069 +7%
HPC
461
HM Payson & Co
Maine
$19.6M -$489K -8,361 -2%
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
$19.4M +$366K +6,261 +2%
CAM
463
ClariVest Asset Management
California
$19.4M -$4.66M -79,714 -19%
KB
464
Kimelman & Baird
New York
$19.3M +$42.3K +724 +0.2%
3CP
465
3G Capital Partners
New York
$19.3M +$19.3M +329,580 New
ABC
466
Associated Banc-Corp
Wisconsin
$19M +$1.18M +20,111 +7%
TCM
467
Tegean Capital Management
New York
$19M +$7.31M +125,000 +63%
PFM
468
Parsec Financial Management
North Carolina
$18.8M +$442K +7,566 +2%
JVBC
469
J.V. Bruni & Co
Colorado
$18.8M -$21.9K -375 -0.1%
NEI
470
Northwest & Ethical Investments
Ontario, Canada
$18.7M +$3.12M +53,400 +20%
FNBOO
471
First National Bank of Omaha
Nebraska
$18.7M -$1.79M -30,615 -9%
WSFS
472
Wilmington Savings Fund Society
Delaware
$18.6M +$610K +10,439 +3%
CSIC
473
Clifford Swan Investment Counsel
California
$18.5M -$39.9K -682 -0.2%
SCM
474
SKBA Capital Management
California
$18.5M -$246K -4,200 -1%
WI
475
Wafra Inc
New York
$18.5M – – –
17 18
19
20 21