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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 %
RMDI
901
R.M. Davis Inc
Maine
$3.98M -$934K -15,965 -19%
PAIM
902
Punch & Associates Investment Management
Minnesota
$3.97M -$61.8K -1,056 -2%
SSWM
903
Smith Salley Wealth Management
North Carolina
$3.96M +$23K +393 +0.6%
FSC
904
Fiduciary Services Corp
Georgia
$3.95M -$52.4K -896 -1%
JAM
905
Jolley Asset Management
North Carolina
$3.93M +$43.5K +744 +1%
FCT
906
Family Capital Trust
Massachusetts
$3.92M +$778K +13,300 +25%
BOC
907
Barbara Oil Co
Illinois
$3.92M +$3.92M +67,000 New
CFA
908
Capstone Financial Advisors
Illinois
$3.89M +$3.89M +66,539 New
GCM
909
Garland Capital Management
Washington
$3.87M +$63.2K +1,080 +2%
NIS
910
National Investment Services
Wisconsin
$3.86M – – –
BO
911
BRR OpCo
Ohio
$3.86M -$225K -3,848 -6%
MMG
912
Monetary Management Group
Missouri
$3.86M +$24.9K +425 +0.6%
WTIM
913
Wilmington Trust Investment Management
Delaware
$3.86M -$238K -4,066 -6%
AC
914
Alley Company
Illinois
$3.84M +$2.16K +37 +0.1%
TCA
915
Teewinot Capital Advisers
New York
$3.84M +$3.84M +65,650 New
MCMT
916
Moon Capital Management (Tennessee)
Tennessee
$3.82M -$134K -2,283 -3%
MWVC
917
Morgens Waterfall Vintiadis & Co
New York
$3.8M +$3.8M +65,000 New
LWCFA
918
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.8M +$275K +4,711 +8%
BBHC
919
Brown Brothers Harriman & Co
New York
$3.78M +$936 +16 +0%
K
920
Kemper
Illinois
$3.74M – – –
KCMRT
921
Kemper Corp Master Retirement Trust
Illinois
$3.74M – – –
SCA
922
Stieven Capital Advisors
Missouri
$3.74M – – –
OWD
923
Osborn Williams & Donohoe
Ohio
$3.72M +$72.4K +1,238 +2%
ECM
924
ETrade Capital Management
Virginia
$3.71M +$614K +10,501 +20%
MP
925
Manifold Partners
California
$3.68M -$1.19M -20,421 -24%
35 36
37
38 39