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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 %
BCM
876
Bourgeon Capital Management
Connecticut
$4.3M +$48.2K +825 +1%
SAG
877
Sterne Agee Group
Alabama
$4.28M +$1.54M +26,328 +56%
SC
878
Schulhoff & Co
Ohio
$4.27M +$5.85K +100 +0.1%
SIM
879
SSI Investment Management
California
$4.27M +$619K +10,587 +17%
CCM
880
CWH Capital Management
Washington
$4.27M +$4.27M +72,934 New
PIM
881
Profit Investment Management
Maryland
$4.26M -$1.76K -30 -0%
WCA
882
Waratah Capital Advisors
Ontario, Canada
$4.26M +$4.26M +72,800 New
EMR
883
Errol M. Rudman
$4.25M +$1.14M +19,500 +37%
CIS
884
Connors Investor Services
Pennsylvania
$4.24M +$364K +6,222 +9%
QI
885
Quotient Investors
New York
$4.22M – – –
FM
886
Foster & Motley
Ohio
$4.2M +$299K +5,119 +8%
Envestnet Asset Management
887
Envestnet Asset Management
Illinois
$4.19M +$13.8K +236 +0.3%
CANY
888
Caxton Associates (New York)
New York
$4.16M +$4.16M +71,212 New
PFP
889
Pinnacle Financial Partners
Tennessee
$4.16M -$265K -4,524 -6%
BCM
890
Blume Capital Management
California
$4.13M +$4.13M +70,617 New
DWA
891
Douglass Winthrop Advisors
New York
$4.13M +$64K +1,095 +2%
CL
892
CFS LLC
Oklahoma
$4.12M – – –
MAM
893
Myriad Asset Management
Hong Kong
$4.12M +$4.12M +70,400 New
CBU
894
CIBC Bank USA
Illinois
$4.12M -$657K -11,238 -14%
SIG
895
Schooner Investment Group
Pennsylvania
$4.08M +$349K +6,000 +9%
CLG
896
Cooperman Leon G
$4.06M +$1.26M +21,500 +45%
CI
897
Constellation Investments
Ohio
$4.04M +$287K +4,900 +8%
FAAS
898
First Allied Advisory Services
California
$4.03M -$1.67M -28,366 -29%
HIM
899
Hermes Investment Management
United Kingdom
$4M -$117K -2,000 -3%
MA
900
Montag & Associates
Georgia
$3.98M +$55K +940 +1%
34 35
36
37 38