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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 %
SIC
751
Salem Investment Counselors
North Carolina
$6.45M -$23.4K -400 -0.4%
PIA
752
Piedmont Investment Advisors
North Carolina
$6.4M -$824K -14,088 -11%
Connor, Clark & Lunn Investment Management (CC&L)
753
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.37M -$5.07M -81,635 -44%
PI
754
Pettee Investors
Connecticut
$6.37M +$6.37M +108,852 New
AC
755
Addenda Capital
Quebec, Canada
$6.37M -$345K -5,895 -5%
First Manhattan
756
First Manhattan
New York
$6.33M +$133K +2,279 +2%
HAM
757
Highstreet Asset Management
Ontario, Canada
$6.32M -$2.22M -37,953 -26%
FMBTD
758
First Midwest Bank Trust Division
Illinois
$6.18M -$564K -9,638 -8%
EAM
759
EULAV Asset Management
Florida
$6.06M – – –
PRA
760
Parametric Risk Advisors
Connecticut
$6.04M – – –
SCM
761
Suffolk Capital Management
New York
$6M -$731K -12,500 -11%
PCM
762
Palouse Capital Management
Washington
$5.99M -$69.3K -1,185 -1%
GIM
763
Grassi Investment Management
California
$5.97M +$272K +4,651 +5%
EP
764
Emrys Partners
New York
$5.97M +$5.97M +102,085 New
CTA
765
Chesley Taft & Associates
Illinois
$5.95M -$431K -7,377 -7%
KIA
766
KCM Investment Advisors
California
$5.9M -$71.7K -1,226 -1%
MLIM
767
Mountain Lake Investment Management
Florida
$5.9M – – –
ST
768
Spot Trading
Illinois
$5.88M +$2.88M +49,322 +96%
RC
769
RBO & Co
California
$5.87M +$95.6K +1,634 +2%
EWM
770
Evercore Wealth Management
New York
$5.86M +$1.16M +19,814 +25%
KCM
771
Kingdon Capital Management
New York
$5.85M +$5.85M +100,000 New
P
772
Pitcairn
Pennsylvania
$5.84M +$1.43M +24,412 +32%
SAM
773
Selway Asset Management
$5.81M -$295K -5,050 -5%
FHA
774
First Horizon Advisors
Tennessee
$5.8M +$349K +6,232 +6%
HJA
775
Hugh Johnson Advisors
New York
$5.78M -$28.2K -482 -0.5%
29 30
31
32 33