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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 %
HC
776
Highmount Capital
New York
$5.75M +$790K +13,506 +16%
HRC
777
Hoertkorn Richard Charles
$5.75M +$5.75M +98,309 New
HTI
778
Hikari Tsushin Inc
Japan
$5.72M – – –
OSNBOA
779
Old Second National Bank of Aurora
Illinois
$5.67M +$91.6K +1,566 +2%
OMC
780
Overbrook Management Corp
New York
$5.62M -$969K -16,576 -15%
RAM
781
Riggs Asset Management
Pennsylvania
$5.61M +$5.61M +95,972 New
CCM
782
Channing Capital Management
Illinois
$5.58M – – –
CCM
783
Compton Capital Management
Rhode Island
$5.57M -$18.4K -314 -0.3%
RSCM
784
Rail-Splitter Capital Management
Illinois
$5.55M +$795K +13,600 +17%
EOJOAM
785
E. Ohman J:or Asset Management
Sweden
$5.54M -$301K -5,200 -5%
IFB
786
iAB Financial Bank
Indiana
$5.5M -$18.4K -315 -0.3%
DY
787
Dowling & Yahnke
California
$5.48M +$584K +9,992 +12%
AB
788
Amalgamated Bank
New York
$5.48M -$55.8K -955 -1%
AWCI
789
Alpine Woods Capital Investors
New York
$5.44M -$175K -3,000 -3%
CCC
790
Cincinnati Casualty Company
Ohio
$5.44M – – –
CSUI
791
Cincinnati Specialty Underwriters Insurance
Ohio
$5.44M – – –
CTC
792
Central Trust Company
Missouri
$5.44M +$109K +1,868 +2%
FNT
793
First National Trust
Pennsylvania
$5.43M +$86.6K +1,481 +2%
CFA
794
Carroll Financial Associates
North Carolina
$5.43M -$769K -13,155 -12%
BAC
795
Boys Arnold & Co
North Carolina
$5.42M +$114K +1,942 +2%
ATC
796
Argent Trust Company
Louisiana
$5.38M +$34.2K +584 +0.6%
Walleye Trading
797
Walleye Trading
New York
$5.38M +$5.38M +91,945 New
CWM
798
Calamos Wealth Management
Illinois
$5.37M +$1.31M +22,435 +32%
ECM
799
Evergreen Capital Management
Washington
$5.37M -$14.3K -245 -0.3%
BBA
800
BLB&B Advisors
Pennsylvania
$5.36M -$116K -1,982 -2%
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