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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 %
RJFSA
601
Raymond James Financial Services Advisors
Florida
$10.8M +$590K +10,090 +6%
CAM
602
Cypress Asset Management
Texas
$10.8M -$6.96K -119 -0.1%
WAM
603
Wood Asset Management
Florida
$10.6M -$937K -16,018 -8%
RMA
604
Roffman Miller Associates
Pennsylvania
$10.6M +$356K +6,086 +3%
CIC
605
Cornercap Investment Counsel
Georgia
$10.5M +$100K +1,710 +1%
CIP
606
Convergence Investment Partners
Florida
$10.5M +$4.82M +82,471 +85%
APFBOT
607
Amica Pension Fund Board of Trustees
Rhode Island
$10.5M – – –
EGA
608
Eagle Global Advisors
Texas
$10.4M -$295K -5,051 -3%
DADC
609
D.A. Davidson & Co
Montana
$10.4M +$291K +4,988 +3%
PA
610
Profund Advisors
Maryland
$10.4M -$1.31M -22,412 -11%
GMIM
611
General Motors Investment Management
New York
$10.3M +$560K +9,583 +6%
AT
612
Arvest Trust
Oklahoma
$10.3M -$206K -3,522 -2%
CS
613
Central Securities
New York
$10.2M – – –
SAM
614
Strategy Asset Managers
California
$10.2M +$131K +2,233 +1%
GKIM
615
GW&K Investment Management
Massachusetts
$10.1M +$177K +3,021 +2%
CCMG
616
Clark Capital Management Group
Pennsylvania
$10M +$315K +5,380 +3%
CF
617
CNA Financial
Illinois
$10M – – –
BCM
618
Buckhead Capital Management
Georgia
$10M -$568K -9,712 -5%
JPMIA
619
J.P. Marvel Investment Advisors
Massachusetts
$9.93M +$82.1K +1,404 +0.8%
SCA
620
Stillwater Capital Advisors
Pennsylvania
$9.89M +$2.28M +38,964 +30%
LMGAM
621
Liberty Mutual Group Asset Management
Massachusetts
$9.87M -$3.42M -58,454 -26%
PCM
622
Palisade Capital Management
New Jersey
$9.84M +$1.63M +27,852 +20%
WAM
623
Winslow Asset Management
Ohio
$9.79M -$145K -2,485 -1%
CCA
624
Cobblestone Capital Advisors
New York
$9.73M +$55.2K +944 +0.6%
OA
625
OFI Advisors
Pennsylvania
$9.69M -$291K -4,983 -3%
23 24
25
26 27