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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 %
WFM
676
Wilmington Funds Management
Delaware
$8.1M -$1.27M -21,702 -14%
OCM
677
Oskie Capital Management
New York
$8.08M +$2.25M +38,469 +39%
AC
678
AFAM Capital
Texas
$8.08M -$18.7K -319 -0.2%
GCA
679
Guardian Capital Advisors
Ontario, Canada
$8.07M +$108K +1,775 +1%
CI
680
Conning Inc
Connecticut
$7.94M +$1.14M +19,510 +17%
PCM
681
Parsons Capital Management
Rhode Island
$7.9M +$66.9K +1,145 +0.9%
NSEDCP
682
NJ State Employees Deferred Compensation Plan
New Jersey
$7.9M – – –
PP
683
Patten & Patten
Tennessee
$7.87M +$835K +14,276 +12%
WAM
684
Wilsey Asset Management
California
$7.84M +$7.84M +135,289 New
CAN
685
Cetera Advisor Networks
California
$7.83M -$223K -3,800 -3%
HFS
686
Haverford Financial Services
Pennsylvania
$7.79M +$419K +7,165 +6%
KRSITF
687
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.79M -$57.7K -986 -0.7%
NRS
688
Neville Rodie & Shaw
New York
$7.76M +$4.39K +75 +0.1%
DP
689
Dearborn Partners
Illinois
$7.71M -$158K -2,699 -2%
FNB
690
First Niagara Bank
New York
$7.69M -$278K -4,762 -3%
WF
691
WealthTrust Fairport
Ohio
$7.63M -$276K -4,715 -3%
DBT
692
Dubuque Bank & Trust
Iowa
$7.61M +$170K +2,907 +2%
CA
693
Continental Advisors
Utah
$7.61M -$877K -15,000 -10%
AT
694
Arden Trust
Delaware
$7.56M -$231K -3,952 -3%
TAM
695
Taurus Asset Management
New York
$7.55M +$70.2K +1,200 +0.9%
TYCC
696
Texas Yale Capital Corp
Florida
$7.46M -$105K -1,794 -1%
MERSOM
697
Municipal Employees' Retirement System of Michigan
Michigan
$7.46M – – –
MYAM
698
Meiji Yasuda Asset Management
Japan
$7.45M -$175K -2,989 -2%
BIA
699
Biondo Investment Advisors
Pennsylvania
$7.42M -$105K -1,793 -1%
VIP
700
Vantage Investment Partners
Missouri
$7.4M +$656K +11,220 +10%
26 27
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