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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
1
Capital World Investors
California
$4.4B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62B
3
SC
3
Sculptor Capital
New York
$455M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$817M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.06B

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$146M
2
AL
2
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
4
Norges Bank
Norway
$1.6B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
U
51
UBS
Switzerland
$660M +$102M +1,745,885 +18%
BlackRock
52
BlackRock
New York
$629M +$8.2M +140,303 +1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$629M +$215M +3,674,552 +52%
Charles Schwab
54
Charles Schwab
California
$615M -$67.4M -1,151,696 -10%
Prudential Financial
55
Prudential Financial
New Jersey
$614M -$41.3M -705,420 -6%
PI
56
Putnam Investments
Massachusetts
$609M -$143M -2,438,037 -19%
ClearBridge Investments
57
ClearBridge Investments
New York
$608M -$19.7M -337,437 -3%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$588M -$30M -512,799 -5%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$572M -$31.3M -540,440 -5%
JHIU
60
Janus Henderson Investors US
Colorado
$566M -$37.9M -648,622 -6%
IC
61
Institutional Capital
Illinois
$545M -$13.8M -236,535 -2%
American Century Companies
62
American Century Companies
Missouri
$544M +$761K +13,019 +0.1%
Citigroup
63
Citigroup
New York
$532M -$49.2M -841,943 -8%
TIM
64
Thornburg Investment Management
New Mexico
$522M +$16.4M +279,673 +3%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$505M -$21.1M -361,511 -4%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$496M +$91.3M +1,561,867 +23%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$465M -$18.4M -314,752 -4%
SC
68
Sculptor Capital
New York
$455M +$451M +7,712,629 +10,284%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$452M -$75.3M -1,288,385 -14%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$427M -$6.34M -108,488 -1%
Principal Financial Group
71
Principal Financial Group
Iowa
$423M -$54.9M -938,609 -11%
APG Asset Management
72
APG Asset Management
Netherlands
$414M -$5.38M -91,965 -1%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$400M +$2.75M +47,000 +0.7%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$400M -$183M -3,122,400 -31%
DSA
75
Davis Selected Advisers
Arizona
$393M -$20.6M -351,777 -5%
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