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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 %
ACM
826
Advisors Capital Management
New Jersey
$4.92M +$541K +9,250 +12%
AB
827
AT Bancorp
Iowa
$4.82M +$1.52M +26,060 +46%
OMCS
828
Old Mutual Customised Solutions
South Africa
$4.82M +$35.1K +600 +0.7%
EB
829
Eastern Bank
Massachusetts
$4.82M +$8.25K +141 +0.2%
ANBT
830
American National Bank & Trust
Texas
$4.82M -$420K -7,181 -8%
MC
831
Martin & Co
Tennessee
$4.81M -$1.76K -30 -0%
ST
832
Sentinel Trust
Texas
$4.8M -$516K -8,817 -10%
MMCM
833
Marque Millennium Capital Management
New York
$4.79M – – –
ANTB
834
AMG National Trust Bank
Colorado
$4.79M -$11.7K -200 -0.2%
CA
835
Callahan Advisors
Texas
$4.78M +$190K +3,243 +4%
OCM
836
Oakwood Capital Management
California
$4.77M -$6.14K -105 -0.1%
SNT
837
Security National Trust
West Virginia
$4.74M +$19K +325 +0.4%
PR
838
Payden & Rygel
California
$4.73M -$1.35M -23,100 -22%
AA
839
Ancora Advisors
Ohio
$4.71M – – –
BWAM
840
Boyd Watterson Asset Management
Ohio
$4.71M -$372K -6,354 -7%
BOH
841
Bank of Hawaii
Hawaii
$4.7M -$291K -4,978 -6%
DLCIG
842
D.L. Carlson Investment Group
New Hampshire
$4.7M -$132K -2,250 -3%
IC
843
Inverness Counsel
New York
$4.7M -$1.25M -21,392 -21%
CTA
844
Colonial Trust Advisors
South Carolina
$4.69M -$26.3K -450 -0.6%
AIC
845
Argus Investors Counsel
New York
$4.68M – – –
SGCA
846
Steel Grove Capital Advisors
Tennessee
$4.63M +$841K +14,384 +22%
AIP
847
Ameritas Investment Partners
Nebraska
$4.63M -$32.8K -561 -0.7%
ACP
848
Aviance Capital Partners
Florida
$4.62M -$243K -4,161 -5%
Mariner
849
Mariner
Kansas
$4.61M +$58.1K +993 +1%
LTFS
850
Ladenburg Thalmann Financial Services
Florida
$4.6M -$124K -2,115 -3%
32 33
34
35 36