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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 %
BFM
701
Boston Financial Management
Massachusetts
$7.38M +$65.6K +1,122 +0.9%
CM
702
Cascabel Management
New York
$7.31M +$7.31M +125,000 New
SYBT
703
Stock Yards Bank & Trust
Kentucky
$7.3M -$89.4K -1,528 -1%
DIA
704
Dean Investment Associates
Ohio
$7.26M -$71.3K -1,220 -1%
SDJVC
705
St. Denis J. Villere & Co
Louisiana
$7.25M +$292 +5 +0%
CC
706
Curian Capital
Colorado
$7.23M +$6.29M +107,552 +667%
TCM
707
Tradition Capital Management
New Jersey
$7.21M +$1.36M +23,339 +23%
Capital Fund Management (CFM)
708
Capital Fund Management (CFM)
France
$7.18M +$1.85M +31,562 +35%
CCM
709
Century Capital Management
Massachusetts
$7.13M – – –
TA
710
TBP Advisors
New York
$7.13M +$1.46K +25 +0%
FTC
711
Farmers Trust Company
Ohio
$7.11M -$790K -13,509 -10%
FAT
712
First American Trust
California
$7.07M -$214K -3,665 -3%
CPS
713
Counsel Portfolio Services
Ontario, Canada
$7.06M -$272K -4,649 -4%
AAMU
714
AEGON Asset Management (UK)
United Kingdom
$7.02M +$4.61M +78,856 +191%
CNBT
715
Canandaigua National Bank & Trust
New York
$7.02M -$106K -1,810 -1%
AHC
716
Anderson Hoagland & Co
Missouri
$6.99M -$211K -3,603 -3%
JC
717
JBF Capital
Colorado
$6.97M – – –
CB
718
Chemical Bank
Michigan
$6.96M +$191K +3,264 +3%
DLG
719
Daniel L. Goodwin
$6.92M – – –
MYLI
720
Meiji Yasuda Life Insurance
Japan
$6.91M -$189K -3,225 -3%
FBC
721
Fairfield, Bush & Co
Connecticut
$6.91M -$1.57M -26,866 -19%
RW
722
Rand Wealth
Maryland
$6.89M +$281K +4,810 +4%
SI
723
Stephens Inc
Arkansas
$6.87M +$628K +10,737 +10%
ERIM
724
Eagle Ridge Investment Management
Connecticut
$6.84M -$181K -3,088 -3%
GJL
725
Gendell Jeffrey L
$6.84M -$9.59M -164,056 -58%
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