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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 %
MC
651
MSF Capital
New York
$8.89M -$353K -6,043 -4%
AIU
652
Algebris Investments (UK)
United Kingdom
$8.82M +$4.29M +73,350 +95%
MFBTD
653
MB Financial Bank - Trust Department
Illinois
$8.81M +$13K +222 +0.1%
SM
654
Stratton Management
Pennsylvania
$8.73M -$469K -8,026 -5%
VC
655
Vestor Capital
Illinois
$8.72M +$133K +2,268 +2%
EWM
656
Endurance Wealth Management
Rhode Island
$8.67M +$226K +3,860 +3%
Creative Planning
657
Creative Planning
Kansas
$8.65M +$483K +8,257 +6%
BPB
658
Badgley, Phelps & Bell
Washington
$8.59M +$116K +1,987 +1%
PDN
659
Pensionfund DSM Netherlands
Netherlands
$8.57M – – –
SCM
660
Shelton Capital Management
Colorado
$8.55M -$17.5K -300 -0.2%
Truist Financial
661
Truist Financial
North Carolina
$8.51M -$599K -10,239 -7%
AAIM
662
American Assets Investment Management
California
$8.48M – – –
NC
663
Nevsky Capital
United Kingdom
$8.42M +$8.42M +144,000 New
RA
664
Rational Advisors
New York
$8.39M -$2.52M -43,122 -23%
PFC
665
Phocas Financial Corp
California
$8.39M -$895K -15,301 -10%
JEW
666
Jamison Eaton & Wood
New Jersey
$8.37M -$111K -1,899 -1%
BWP
667
Baldwin Wealth Partners
Massachusetts
$8.34M +$466K +7,975 +6%
AIA
668
Alerus Investment Advisors
Minnesota
$8.33M -$2.75M -47,106 -25%
1SB
669
1ST Source Bank
Indiana
$8.27M -$644K -11,021 -7%
QIM
670
Quest Investment Management
Oregon
$8.25M -$2.9M -49,626 -26%
CIA
671
Choate Investment Advisors
Massachusetts
$8.23M -$169K -2,895 -2%
BCM
672
BTR Capital Management
California
$8.2M +$2.34M +39,960 +40%
TCM
673
Twin Capital Management
Pennsylvania
$8.18M -$3.23M -55,270 -28%
ACM
674
Apex Capital Management
Ohio
$8.13M -$577K -9,866 -7%
AHC
675
Adell Harriman & Carpenter
Texas
$8.13M -$131K -2,234 -2%
25 26
27
28 29