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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 %
CC
626
Colrain Capital
Massachusetts
$9.68M -$468K -8,000 -5%
SCP
627
Sandhill Capital Partners
New York
$9.61M +$388K +6,632 +4%
CCM
628
Covington Capital Management
California
$9.59M +$699K +11,955 +8%
CIA
629
CSat Investment Advisory
Michigan
$9.55M -$7.42M -126,964 -44%
AP
630
Appleton Partners
Massachusetts
$9.53M +$15.3K +262 +0.2%
CCT
631
Chemung Canal Trust
New York
$9.53M -$42.2K -722 -0.4%
BFS
632
Baskin Financial Services
Ontario, Canada
$9.48M +$608K +10,400 +7%
CW
633
Cobiz Wealth
Colorado
$9.46M -$155K -2,649 -2%
PVH
634
Psagot Value Holdings
Israel
$9.42M -$1.15M -19,724 -11%
FPCM
635
Financial Partners Capital Management
New York
$9.39M +$447K +7,640 +5%
BPM
636
Bowling Portfolio Management
Ohio
$9.38M -$40.4K -690 -0.4%
RP
637
Reinhart Partners
Wisconsin
$9.33M -$5.08M -86,948 -35%
RTIM
638
Round Table Investment Management
North Carolina
$9.32M +$9.32M +159,310 New
PIM
639
Perkins Investment Management
Illinois
$9.3M +$5.77M +98,600 +163%
FCI
640
Financial Counselors Inc
Kansas
$9.16M +$511K +8,732 +6%
AHB
641
Abner Herrman & Brock
New Jersey
$9.15M +$4.11M +69,581 +81%
KJHP
642
K.J. Harrison & Partners
Ontario, Canada
$9.14M +$1.93M +31,038 +27%
CCM
643
Cohen Capital Management
California
$9.13M – – –
LOCB
644
Lombard Odier & Cie (Bahamas)
Bahamas
$9.05M +$9.05M +154,710 New
NCM
645
Noesis Capital Mangement
Florida
$9.03M -$93.7K -1,603 -1%
BOTW
646
Bank of the West
California
$9.02M +$3.35M +57,347 +59%
TIM
647
Thompson Investment Management
Wisconsin
$8.96M +$58.3K +997 +0.7%
BB
648
Busey Bank
Illinois
$8.93M +$50.9K +870 +0.6%
TBA
649
Tower Bridge Advisors
Pennsylvania
$8.91M -$61.3K -1,048 -0.7%
RNS
650
Robert N. Shapiro
$8.9M -$552K -9,444 -6%
24 25
26
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