JPM icon

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 %
RSS
1101
Rosenblum Silverman Sutton
California
$2.05M +$29.2K +500 +1%
FFA
1102
Fragasso Financial Advisors
Pennsylvania
$2.03M +$2.03M +34,718 New
SFSIG
1103
San Francisco Sentry Investment Group
California
$2.03M -$85.3K -1,459 -4%
NC
1104
Northpointe Capital
Michigan
$2.02M -$903K -15,450 -31%
GD
1105
Grandfield & Dodd
New York
$2.02M -$29.2K -500 -1%
SCI
1106
S&CO Inc
Massachusetts
$2.01M -$204K -3,495 -9%
G
1107
GlobalBridge
Minnesota
$2M -$192K -3,288 -9%
WS
1108
Wedbush Securities
California
$2M +$27.3K +467 +1%
CCM
1109
Cupps Capital Management
Illinois
$1.99M -$665K -11,380 -25%
MFS
1110
MSI Financial Services
Massachusetts
$1.98M +$153K +2,617 +8%
BS
1111
Bessemer Securities
New York
$1.98M +$1.98M +33,800 New
TT
1112
Tower Trust
Indiana
$1.97M -$85.8K -1,468 -4%
CBN
1113
Cadence Bank NA
Texas
$1.97M +$12.3K +211 +0.6%
GWM
1114
Greenwich Wealth Management
Connecticut
$1.97M -$21.1K -360 -1%
HCC
1115
Hirtle Callaghan & Co
Pennsylvania
$1.97M – – –
BCM
1116
Brown Capital Management
Maryland
$1.96M -$80.1K -1,370 -4%
CL
1117
CSS LLC
Illinois
$1.96M +$1.96M +33,456 New
HCM
1118
Hillman Capital Management
Maryland
$1.95M -$879K -15,031 -31%
MIU
1119
Man Investments (UK)
United Kingdom
$1.94M +$930K +15,898 +92%
CCM
1120
Coldstream Capital Management
Washington
$1.93M +$21.7K +371 +1%
WFMPM
1121
Woodley Farra Manion Portfolio Management
Indiana
$1.93M +$3.74K +64 +0.2%
CAM
1122
Chesapeake Asset Management
New York
$1.92M – – –
RBC
1123
Ronald Blue & Co
Georgia
$1.91M +$80.4K +1,375 +4%
FA
1124
FCG Advisors
New Jersey
$1.91M -$71.9K -1,219 -4%
PWS
1125
Peloton Wealth Strategists
Indiana
$1.89M -$93.6K -1,600 -5%
43 44
45
46 47