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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 %
SSB
926
Sandy Spring Bank
Maryland
$3.68M -$59.9K -1,024 -2%
FMC
927
First Merchants Corp
Indiana
$3.67M -$29.1K -498 -0.8%
RAM
928
Redmond Asset Management
Virginia
$3.67M +$129K +2,209 +4%
FCM
929
Frontier Capital Management
Massachusetts
$3.66M -$422K -7,220 -10%
ECM
930
Exchange Capital Management
Michigan
$3.65M -$535K -9,144 -13%
CA
931
CapWealth Advisors
Tennessee
$3.63M -$379K -6,478 -9%
ICOM
932
Investment Counselors of Maryland
Maryland
$3.63M -$29.2K -500 -0.8%
MFS
933
Monetta Financial Services
Illinois
$3.63M – – –
ACM
934
Alpha Capital Management
Texas
$3.58M +$82.5K +1,411 +2%
WSA
935
Willow Street Advisors
Florida
$3.56M +$117K +2,000 +3%
PCA
936
PL Capital Advisors
Florida
$3.56M – – –
HRIA
937
Haberer Registered Investment Advisor
Ohio
$3.55M -$1.57M -26,807 -31%
RIM
938
Regent Investment Management
Kentucky
$3.55M +$1.33M +22,784 +60%
TF
939
Tompkins Financial
New York
$3.53M +$6.2K +106 +0.2%
OCM
940
Otter Creek Management
Florida
$3.53M +$2.36M +40,300 +202%
CFC
941
Cincinnati Financial Corp
Ohio
$3.51M – – –
QCMC
942
Quantum Capital Management (California)
California
$3.51M +$225K +3,850 +7%
SIA
943
SeaBridge Investment Advisors
New Jersey
$3.5M +$357K +6,100 +11%
MCA
944
Metropolitan Capital Advisors
New York
$3.48M +$333K +5,700 +11%
CIM
945
CIM Investment Management
Pennsylvania
$3.48M +$250K +4,280 +8%
FVCM
946
F&V Capital Management
Florida
$3.45M +$1.75K +30 +0.1%
FB
947
Fulton Bank
Pennsylvania
$3.44M -$200K -3,412 -5%
SHGA
948
Sand Hill Global Advisors
California
$3.43M -$954K -16,311 -22%
ARTA
949
A.R.T. Advisors
New York
$3.42M +$3.42M +58,516 New
UFG
950
United Fire Group
Iowa
$3.38M – – –
36 37
38
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