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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 %
TWM
1076
Torch Wealth Management
Ohio
$2.21M +$2.21M +37,800 New
AIM
1077
ADAR Investment Management
New Jersey
$2.21M -$5.15K -88 -0.2%
FAM
1078
Foothills Asset Management
Arizona
$2.18M +$2.18M +37,317 New
MIC
1079
MU Investments Company
Japan
$2.18M -$14K -240 -0.6%
WBG
1080
Wharton Business Group
Pennsylvania
$2.18M +$909K +15,539 +71%
DBIA
1081
Dumont & Blake Investment Advisors
New Jersey
$2.18M -$220K -3,757 -9%
KAM
1082
Kokusai Asset Management
Japan
$2.17M -$282K -4,800 -11%
LW
1083
Linscomb Wealth
Texas
$2.17M +$26.3K +449 +1%
CFS
1084
Community Financial System
New York
$2.15M +$21.2K +362 +1%
AWP
1085
Ascent Wealth Partners
New York
$2.15M +$2.15M +36,715 New
MC
1086
Miles Capital
Iowa
$2.13M +$334K +5,715 +19%
LPT
1087
Legacy Private Trust
Wisconsin
$2.13M -$36.6K -625 -2%
SCM
1088
SOL Capital Management
Maryland
$2.12M +$28.9K +494 +1%
BFIM
1089
Beese Fulmer Investment Management
Ohio
$2.12M +$39.2K +670 +2%
PP
1090
PDT Partners
New York
$2.12M +$667K +11,400 +46%
BAM
1091
Burnham Asset Management
New York
$2.12M -$13.5K -230 -0.6%
NAMA
1092
Nikko Asset Management Americas
New York
$2.11M -$232K -4,000 -10%
BA
1093
Birinyi Associates
Connecticut
$2.1M +$90K +1,538 +4%
OH
1094
Orbis Holdings
Bermuda
$2.1M +$609K +10,408 +41%
GIA
1095
Guyasuta Investment Advisors
Pennsylvania
$2.09M +$40.6K +695 +2%
GVT
1096
Genesee Valley Trust
New York
$2.09M +$127K +2,164 +6%
JFGIW
1097
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.09M -$122K -2,085 -6%
IC
1098
InterOcean Capital
Illinois
$2.08M -$43.2K -738 -2%
11A
1099
10-15 Associates
New York
$2.06M -$34.7K -593 -2%
SIMM
1100
Stillwater Investment Management (Minnesota)
Minnesota
$2.06M +$2.06M +35,282 New
42 43
44
45 46