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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 %
PIM
1051
Penobscot Investment Management
Massachusetts
$2.35M +$124K +2,115 +6%
CS
1052
Cannell & Spears
New York
$2.34M -$7.89K -135 -0.3%
AMM
1053
American Money Management
California
$2.34M +$2.34M +40,006 New
RAM
1054
Roanoke Asset Management
New Jersey
$2.33M – – –
Pacer Advisors
1055
Pacer Advisors
Pennsylvania
$2.33M +$2.33M +37,155 New
DWT
1056
Dorsey & Whitney Trust
South Dakota
$2.32M -$40.1K -685 -2%
I
1057
IberiaBank
Louisiana
$2.32M +$5.32K +91 +0.2%
BIM
1058
Bridges Investment Management
Nebraska
$2.32M +$6.14K +105 +0.3%
FMWA
1059
Forvis Mazars Wealth Advisors
Missouri
$2.32M -$19K -325 -0.8%
TBNY
1060
Trustco Bank (New York)
New York
$2.32M +$3.28K +56 +0.1%
LS
1061
Livforsakringsbolaget Skandia
Sweden
$2.32M -$597K -10,200 -20%
DAM
1062
Deltec Asset Management
New York
$2.32M – – –
IB
1063
Intrust Bank
Kansas
$2.31M -$88.8K -1,519 -4%
AP
1064
Advisor Partners
California
$2.31M +$212K +3,624 +10%
MC
1065
Mathes Company
New York
$2.3M +$2.3M +39,406 New
OIA
1066
Optimum Investment Advisors
Illinois
$2.3M +$15.8K +270 +0.7%
SCM
1067
Stux Capital Management
New York
$2.29M -$8.53M -145,900 -79%
PPSG
1068
Princeton Portfolio Strategies Group
New Jersey
$2.28M -$328K -5,600 -13%
SC
1069
Saiers Capital
New York
$2.28M +$1.08M +18,421 +90%
BCM
1070
Birmingham Capital Management
Alabama
$2.27M -$87K -1,487 -4%
WA
1071
WFG Advisors
Texas
$2.26M -$41.5K -709 -2%
OC
1072
Oakworth Capital
Alabama
$2.25M +$2.25M +38,548 New
PAA
1073
Peregrine Asset Advisers
Oregon
$2.24M +$1.93M +32,975 +618%
EHWM
1074
Eads & Heald Wealth Management
Georgia
$2.24M -$117 -2 -0%
BSB
1075
Bangor Savings Bank
Maine
$2.22M +$6.2K +106 +0.3%
41 42
43
44 45