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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 %
JCP
726
Jabre Capital Partners
Switzerland
$6.81M -$13.9M -255,000 -67%
1IA
727
1834 Investment Advisors
Wisconsin
$6.8M -$65.2K -1,115 -0.9%
BCMNY
728
Buckingham Capital Management (New York)
New York
$6.8M -$458K -7,830 -6%
Cambridge Investment Research Advisors
729
Cambridge Investment Research Advisors
Iowa
$6.79M +$307K +5,255 +5%
BC
730
Bartlett & Co
Ohio
$6.79M -$452K -7,722 -6%
CA
731
Cullinan Associates
Kentucky
$6.77M -$9.65K -165 -0.1%
Fuller & Thaler Asset Management
732
Fuller & Thaler Asset Management
California
$6.73M -$474K -8,100 -7%
CRCM
733
Crystal Rock Capital Management
Illinois
$6.73M +$705K +12,050 +12%
FWIA
734
Fort Washington Investment Advisors
Ohio
$6.71M -$11.6M -197,500 -63%
DIA
735
Davidson Investment Advisors
Montana
$6.7M -$106K -1,810 -2%
MSU
736
Mizuho Securities USA
New York
$6.65M -$2.29M -39,131 -26%
FFBTD
737
First Financial Bank - Trust Division
Ohio
$6.65M -$195K -3,335 -3%
AAM
738
Advisors Asset Management
Colorado
$6.65M -$4.43M -75,691 -40%
ACI
739
Alpha Cubed Investments
California
$6.62M +$6.62M +113,272 New
VW
740
Vantage Wealth
California
$6.58M +$29.5K +505 +0.5%
OCAM
741
Onex Canada Asset Management
Ontario, Canada
$6.57M +$1.8M +30,730 +38%
CC
742
ClearArc Capital
Ohio
$6.55M -$427K -7,306 -6%
CCFCSB
743
Cape Cod Five Cents Savings Bank
Massachusetts
$6.54M +$53.6K +916 +0.8%
PWM
744
Patriot Wealth Management
Texas
$6.54M -$47.3K -809 -0.7%
AHS
745
Aspiriant Holdings S3
California
$6.53M -$62.6K -1,071 -1%
FOAM
746
Five Oceans Asset Management
Australia
$6.52M -$80.5K -1,376 -1%
PRC
747
Platte River Capital
Colorado
$6.49M -$1.05M -18,030 -14%
KCM
748
Kanawha Capital Management
Virginia
$6.48M -$59.4K -1,015 -0.9%
TH
749
Timber Hill
Connecticut
$6.47M +$634K +10,836 +11%
SAM
750
Silvercrest Asset Management
New York
$6.45M -$303K -5,178 -4%
28 29
30
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