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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 %
ERM
576
Elm Ridge Management
New York
$11.9M -$2.43M -41,629 -17%
EWA
577
EP Wealth Advisors
California
$11.9M +$280K +4,787 +2%
PAM
578
Private Asset Management
California
$11.9M +$393K +6,721 +3%
CAM
579
Carret Asset Management
New York
$11.9M -$216K -3,686 -2%
PWP
580
Private Wealth Partners
California
$11.9M +$1.82M +31,122 +18%
CBB
581
Citizens Business Bank
California
$11.8M +$50.2K +858 +0.4%
JG
582
Jefferies Group
New York
$11.7M +$7.24M +123,744 +161%
FMT
583
First Mercantile Trust
Tennessee
$11.7M -$1.87M -31,927 -14%
SPC
584
Silver Point Capital
Connecticut
$11.7M +$11.7M +200,000 New
Jacobs Levy Equity Management
585
Jacobs Levy Equity Management
New Jersey
$11.7M -$2.9M -49,620 -20%
NLI
586
Nippon Life Insurance
Japan
$11.6M -$314K -5,362 -3%
PI
587
PineBridge Investments
New York
$11.6M -$29.3M -500,426 -72%
FAB
588
First American Bank
Illinois
$11.6M -$2.51M -42,999 -18%
CII
589
Capital International Inc
California
$11.5M -$175K -3,000 -1%
HCMNY
590
Howard Capital Management (New York)
New York
$11.5M +$638K +10,913 +6%
CSC
591
Cove Street Capital
California
$11.5M +$93.6K +1,600 +0.8%
RJT
592
Raymond James Trust
Florida
$11.5M +$2.64M +45,182 +30%
DDPIC
593
Deroy & Devereaux Private Investment Counsel
Michigan
$11.3M +$198K +3,389 +2%
SAMNY
594
Samsung Asset Management (New York)
New York
$11.3M +$8.85M +151,310 +363%
FTIOP
595
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.1M +$497K +8,499 +5%
MCTIC
596
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$11.1M +$73.1K +1,250 +0.7%
BGDI
597
BW Gestao de Investimentos
Brazil
$11.1M +$11.1M +188,950 New
Jones Financial Companies
598
Jones Financial Companies
Missouri
$11M +$336K +5,748 +3%
LM
599
Lincluden Management
Ontario, Canada
$10.9M +$249K +4,250 +2%
WTC
600
WhitTier Trust Company
Nevada
$10.8M +$1M +17,138 +10%
22 23
24
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