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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 %
UBWV
1001
United Bank (West Virginia)
West Virginia
$2.92M -$7.78K -133 -0.3%
ST
1002
Somerset Trust
Pennsylvania
$2.9M +$2.9M +49,533 New
LMAM
1003
Legg Mason Asset Management
Japan
$2.9M -$538K -9,200 -16%
SACTSONJ
1004
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.9M – – –
VFS
1005
VSR Financial Services
Kansas
$2.87M +$76.5K +1,309 +3%
PL
1006
Parthenon LLC
Kentucky
$2.85M +$1.93K +33 +0.1%
ANRIA
1007
American National Registered Investment Advisor
Texas
$2.83M -$9.3K -159 -0.3%
BA
1008
Bridgewater Advisors
New York
$2.82M +$2.82M +48,280 New
HA
1009
Halsey Associates
Connecticut
$2.81M -$40.9K -700 -1%
FA
1010
FMA Advisory
Pennsylvania
$2.81M +$80.1K +1,370 +3%
MCM
1011
McMillion Capital Management
North Carolina
$2.8M +$22.5K +385 +0.8%
TCOTO
1012
Trust Company of the Ozarks
Missouri
$2.8M -$5.56K -95 -0.2%
MIS
1013
Morningstar Investment Services
Illinois
$2.79M +$258K +4,411 +10%
BIC
1014
Bridges Investment Counsel
Nebraska
$2.76M +$104K +1,784 +4%
ITIM
1015
Indiana Trust & Investment Management
Indiana
$2.75M -$41.8K -715 -1%
NJBEST
1016
New Jersey Better Educational Savings Trust
New Jersey
$2.75M -$234K -4,000 -8%
CIM
1017
Calvert Investment Management
Maryland
$2.74M -$5.87M -100,408 -68%
LIM
1018
Leavell Investment Management
Alabama
$2.72M -$209K -3,575 -7%
TWI
1019
Thomas White International
Illinois
$2.72M -$2.23M -38,179 -45%
BII
1020
Baring International Investment
United Kingdom
$2.72M -$13.7M -234,427 -83%
CT
1021
Cambridge Trust
Massachusetts
$2.7M +$56.3K +963 +2%
COI
1022
Connable Office Inc
Michigan
$2.7M -$14.3K -245 -0.5%
VST
1023
Van Strum & Towne
California
$2.69M – – –
RMSCM
1024
R.M. Sincerbeaux Capital Management
New York
$2.69M +$2.69M +45,964 New
First Eagle Investment Management
1025
First Eagle Investment Management
New York
$2.69M – – –
39 40
41
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