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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 %
SHA
851
Smith Hayes Advisers
Nebraska
$4.6M +$542K +9,273 +13%
BHWM
852
Bar Harbor Wealth Management
New Hampshire
$4.58M -$213K -3,635 -4%
HVIA
853
Hudson Valley Investment Advisors
New York
$4.56M +$95.7K +1,636 +2%
LMF
854
LMR Master Fund
Cayman Islands
$4.56M +$3.82M +65,337 +518%
DPIM
855
Duff & Phelps Investment Management
Illinois
$4.56M -$7.41M -126,715 -62%
AF
856
Arrow Financial
New York
$4.54M -$671K -11,475 -13%
SCM
857
Sterneck Capital Management
Missouri
$4.54M -$127K -2,170 -3%
PA
858
Para Advisors
New York
$4.53M +$4.53M +77,500 New
BAM
859
Boyar Asset Management
New York
$4.51M – – –
NPIT
860
National Penn Investors Trust
Pennsylvania
$4.49M +$77.5K +1,326 +2%
LA
861
Leonetti & Associates
Illinois
$4.49M +$178K +3,050 +4%
CA
862
Cornerstone Advisors
North Carolina
$4.46M – – –
TCM
863
Tran Capital Management
California
$4.46M -$323K -5,525 -7%
UF
864
Univest Financial
Pennsylvania
$4.45M +$47.1K +805 +1%
FNFDCM
865
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.45M +$95.7K +1,637 +2%
SIC
866
Sigma Investment Counselors
Michigan
$4.43M -$101K -1,733 -2%
MCM
867
Murphy Capital Management
New Jersey
$4.41M +$98.7K +1,688 +2%
LSA
868
L & S Advisors
California
$4.39M +$4.39M +74,978 New
RJA
869
Robshaw & Julian Associates
New York
$4.37M +$78.9K +1,350 +2%
III
870
Independent Investors Inc
New York
$4.36M -$2.92K -50 -0.1%
Rafferty Asset Management
871
Rafferty Asset Management
New York
$4.36M -$1.85M -31,631 -30%
SC
872
SouthState Corp
Florida
$4.34M +$117K +1,999 +3%
WRM
873
Westport Resources Management
Connecticut
$4.32M +$333K +5,700 +8%
BONST
874
Bank of Nova Scotia Trust
Ontario, Canada
$4.32M +$220K +3,770 +5%
MC
875
MRJ Capital
New York
$4.32M -$327K -5,600 -7%
33 34
35
36 37