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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
1
Capital World Investors
California
$4.4B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62B
3
SC
3
Sculptor Capital
New York
$455M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$817M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.06B

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$146M
2
AL
2
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
4
Norges Bank
Norway
$1.6B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
76
Fayez Sarofim & Co
Texas
$392M +$392M +6,694,867 New
Sanders Capital
77
Sanders Capital
Florida
$389M +$38.7M +662,200 +11%
Capital International Investors
78
Capital International Investors
California
$386M +$151M +2,582,000 +64%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$378M +$3.65M +62,343 +1%
GE
80
General Electric
Ohio
$378M -$5.9M -100,826 -2%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$373M -$3.17M -54,130 -0.8%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$370M -$13.3M -227,415 -3%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$368M -$36.8M -629,624 -9%
PPA
84
Parametric Portfolio Associates
Washington
$364M +$3.2M +54,803 +0.9%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$362M -$12M -205,000 -3%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$362M +$552K +9,436 +0.2%
PP
87
Prudential plc
United Kingdom
$356M +$25.5M +436,169 +8%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$355M +$34.4M +587,990 +11%
Jennison Associates
89
Jennison Associates
New York
$353M +$116M +1,983,156 +49%
Pzena Investment Management
90
Pzena Investment Management
New York
$351M -$3.56M -60,952 -1%
SG Americas Securities
91
SG Americas Securities
New York
$349M +$112M +1,915,668 +47%
Acadian Asset Management
92
Acadian Asset Management
Massachusetts
$342M +$5.69M +97,282 +2%
CA
93
Commerzbank Aktiengesellschaft
Germany
$340M +$52.7M +951,148 +18%
Winslow Capital Management
94
Winslow Capital Management
Minnesota
$339M +$167M +2,856,880 +97%
IG
95
ING Group
Netherlands
$338M +$51.8M +885,709 +18%
IGIM
96
I.G. Investment Management
Manitoba, Canada
$338M +$30.3M +518,434 +10%
TG
97
TCW Group
California
$329M +$764K +13,066 +0.2%
SP
98
Sarasin & Partners
United Kingdom
$327M +$210M +3,584,638 +179%
MTB
99
Mizuho Trust & Banking
Japan
$325M +$130K +2,200 +0%
AIM
100
abrdn Investment Management
United Kingdom
$323M +$80.9M +1,382,712 +33%
2 3
4
5 6