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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
+$735M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$604M
3
SC
Sculptor Capital
New York
+$451M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$376M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$272M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$744M
2
AL
AJO LP
Pennsylvania
-$543M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$540M
4
Norges Bank
Norges Bank
Norway
-$366M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
551
NBT Bank
New York
$13.1M -$153K -2,611 -1%
LBC
552
Lowe Brockenbrough & Co
Virginia
$13M -$458K -7,828 -3%
SC
553
Skylands Capital
Wisconsin
$13M +$140K +2,400 +1%
WB
554
Webster Bank
Connecticut
$12.8M -$1.17M -19,996 -8%
RG
555
Rathbones Group
United Kingdom
$12.8M +$2.5M +42,725 +24%
LCP
556
Lombardia Capital Partners
California
$12.8M +$1.11M +18,915 +9%
GCM
557
Grisanti Capital Management
New York
$12.8M -$1.52M -26,050 -11%
LIA
558
LS Investment Advisors
Michigan
$12.7M +$930K +15,903 +8%
NLGIA
559
Nippon Life Global Investors Americas
New York
$12.7M – – –
AIM
560
Avity Investment Management
Connecticut
$12.7M -$346K -5,915 -3%
HCMT
561
Highland Capital Management (Tennessee)
Tennessee
$12.6M -$34.6K -591 -0.3%
LAM
562
Lingohr Asset Management
Germany
$12.6M -$1.95M -33,400 -13%
LI
563
LMCG Investments
Massachusetts
$12.5M -$63.1K -1,079 -0.5%
ACM
564
Advent Capital Management
New York
$12.5M -$517K -10,000 Closed
ACM
565
Azimuth Capital Management
Michigan
$12.5M +$1.29M +22,113 +12%
QIM
566
Quantitative Investment Management
Virginia
$12.4M +$10.3M +176,900 +498%
TAM
567
Tocqueville Asset Management
New York
$12.4M +$802K +13,711 +7%
BCAM
568
Boston Common Asset Management
Massachusetts
$12.4M -$3.8M -64,903 -23%
CI
569
Capital International
California
$12.3M -$1.74M -29,700 -12%
GLRA
570
Gerald L. Ray & Associates
Texas
$12.2M +$23.7K +406 +0.2%
CHA
571
Cedar Hill Associates
Illinois
$12.2M -$58.9K -1,008 -0.5%
GLA
572
Great Lakes Advisors
Illinois
$12.2M -$4.16M -71,091 -25%
ACH
573
ArrowMark Colorado Holdings
Colorado
$12.1M -$3.29M -56,200 -21%
TCM
574
Tufton Capital Management
Maryland
$12.1M -$29.7K -507 -0.2%
FBP
575
Flippin Bruce & Porter
Virginia
$12.1M -$99.3K -1,698 -0.8%
21 22
23
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