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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 %
LD
801
Lipe & Dalton
New York
$5.33M -$268K -4,575 -5%
TCOV
802
Trust Company of Vermont
Vermont
$5.32M -$84.4K -1,444 -2%
DG
803
Davidson & Garrard
Virginia
$5.3M +$39.1K +668 +0.7%
PAM
804
PartnerRe Asset Management
Connecticut
$5.29M -$318K -5,446 -6%
MAM
805
Martingale Asset Management
Massachusetts
$5.29M -$8.73M -149,221 -62%
FMII
806
Farmers & Merchants Investments Inc
Nebraska
$5.28M -$24K -410 -0.5%
NCM
807
Narwhal Capital Management
Georgia
$5.27M -$19K -325 -0.4%
HAI
808
Hennessy Advisors Inc
California
$5.25M -$175K -3,000 -3%
CIM
809
CenturyLink Investment Management
Colorado
$5.2M -$497K -8,500 -9%
CANC
810
Culbertson A N & Co
Virginia
$5.19M -$5.73K -98 -0.1%
KFC
811
Klingenstein Fields & Co
New York
$5.18M -$132K -2,265 -2%
MWR
812
McAdams Wright Ragen
Washington
$5.18M -$1.38M -23,581 -21%
GCA
813
Greenwood Capital Associates
South Carolina
$5.16M +$9.12K +156 +0.2%
M
814
MOTCO
Texas
$5.14M +$117K +1,997 +2%
JIC
815
Johnson Investment Counsel
Ohio
$5.13M -$252K -4,306 -5%
PPCM
816
Pillar Pacific Capital Management
California
$5.1M +$122K +2,082 +2%
WCM
817
Wisconsin Capital Management
Wisconsin
$5.1M -$448K -7,657 -8%
DCM
818
Delta Capital Management
New Jersey
$5.09M -$113K -1,930 -2%
MIM
819
Merit Investment Management
Delaware
$5.06M +$5.06M +86,505 New
VKH
820
Virtu KCG Holdings
New York
$5.05M -$522K -8,918 -9%
CWM
821
Cabot Wealth Management
Massachusetts
$5.01M +$459K +7,847 +10%
FNBT
822
FineMark National Bank & Trust
Florida
$4.99M -$119K -2,027 -2%
ST
823
Stifel Trust
Missouri
$4.99M -$250K -4,283 -5%
AI
824
Ariel Investments
Illinois
$4.98M +$26.9K +460 +0.5%
Jane Street
825
Jane Street
New York
$4.97M +$4.7M +80,306 +1,690%
31 32
33
34 35