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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
1
Capital World Investors
California
$4.4B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62B
3
SC
3
Sculptor Capital
New York
$455M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$817M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.06B

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$146M
2
AL
2
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
4
Norges Bank
Norway
$1.6B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$1.21B -$39.2M -670,549 -3%
Boston Partners
27
Boston Partners
Massachusetts
$1.11B +$34.5M +589,602 +3%
TCIM
28
TIAA CREF Investment Management
New York
$1.11B -$24.9M -426,443 -2%
Deutsche Bank
29
Deutsche Bank
Germany
$1.09B -$144M -2,461,334 -12%
Legal & General Group
30
Legal & General Group
United Kingdom
$1.06B +$2.47M +42,318 +0.2%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.06B +$272M +4,649,969 +35%
O
32
OppenheimerFunds
New York
$1.05B -$15.4M -264,131 -1%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$1.04B +$40M +684,832 +4%
Capital Research Global Investors
34
Capital Research Global Investors
California
$1.04B -$133M -2,279,000 -11%
BIM
35
BlackRock Investment Management
Delaware
$978M +$2.88M +49,204 +0.3%
UBS AM
36
UBS AM
Illinois
$939M +$31.7M +542,117 +3%
CS
37
Credit Suisse
Switzerland
$917M +$124M +2,126,164 +16%
LSV Asset Management
38
LSV Asset Management
Illinois
$893M -$21.3M -363,921 -2%
AllianceBernstein
39
AllianceBernstein
Tennessee
$888M +$88.6M +1,514,483 +11%
MAA
40
Managed Account Advisors
New Jersey
$838M +$23.7M +405,553 +3%
IIS
41
Ignis Investment Services
United Kingdom
$824M +$824M +1,409,698 New
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$817M +$376M +6,429,898 +85%
Fisher Asset Management
43
Fisher Asset Management
Washington
$763M -$5.97M -102,126 -0.8%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$756M -$20M -342,164 -3%
EVM
45
Eaton Vance Management
Massachusetts
$741M -$33.6M -575,091 -4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$737M +$97.1M +1,668,214 +15%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$716M -$10.2M -174,832 -1%
RFC
48
Russell Frank Company
Washington
$713M -$82.8M -1,428,789 -10%
Dodge & Cox
49
Dodge & Cox
California
$700M -$6.9M -118,050 -1%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$665M -$44.5M -761,710 -6%
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