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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 %
BC
1026
Brinker Capital
Pennsylvania
$2.67M +$84K +1,436 +3%
NEPWA
1027
New England Private Wealth Advisors
Massachusetts
$2.67M +$61.7K +1,055 +2%
SAM
1028
Sawgrass Asset Management
Florida
$2.64M -$156K -2,665 -6%
CCS
1029
Crosspoint Capital Strategies
California
$2.64M +$2.64M +46,068 New
MNBTD
1030
Moody National Bank Trust Division
Texas
$2.62M +$38.6K +660 +1%
EFS
1031
Essex Financial Services
Connecticut
$2.61M -$371K -6,351 -12%
CD
1032
Carl Domino
Florida
$2.61M -$267K -4,561 -9%
BMO
1033
Beck Mack & Oliver
New York
$2.59M +$44.1K +754 +2%
GWM
1034
Graybill Wealth Management
Illinois
$2.58M +$41.2K +705 +2%
CC
1035
Courier Capital
New York
$2.58M -$195K -3,329 -7%
PTC
1036
Private Trust Company
Ohio
$2.56M -$8.71K -149 -0.3%
FHC
1037
First Heartland Consultants
Missouri
$2.56M -$225K -3,843 -8%
NPC
1038
National Planning Corporation
California
$2.55M -$22.7K -388 -0.9%
PMG
1039
ProVise Management Group
Florida
$2.53M +$231K +3,950 +10%
WIS
1040
Wright Investors Service
Connecticut
$2.52M -$60.2K -1,030 -2%
SSI
1041
Scott & Selber Inc
Texas
$2.51M +$2.51M +42,837 New
JGUA
1042
John G. Ullman & Associates
New York
$2.49M -$13.7K -234 -0.5%
LJAC
1043
L.J. Altfest & Co
New York
$2.46M +$2.46M +42,106 New
MAM
1044
Mizuho Asset Management
Japan
$2.46M -$6.4M -109,519 -72%
LNWWM
1045
Laird Norton Wetherby Wealth Management
California
$2.44M +$14.9K +254 +0.6%
SCA
1046
Stonebridge Capital Advisors
Minnesota
$2.4M +$2.4M +41,016 New
PTB
1047
Pioneer Trust Bank
Oregon
$2.4M -$21.3K -365 -0.9%
DSC
1048
Duncker Streett & Co
Missouri
$2.39M +$702 +12 +0%
TSWM
1049
Triangle Securities Wealth Management
North Carolina
$2.39M +$3.98K +68 +0.2%
RG
1050
Renaissance Group
Kentucky
$2.36M -$28.8K -492 -1%
40 41
42
43 44