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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 %
MWP
1126
Moller Wealth Partners
$1.88M – – –
BSWMG
1127
Barrington Strategic Wealth Management Group
Illinois
$1.88M +$14.3K +245 +0.8%
MFIMFI
1128
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.86M +$178K +3,048 +11%
WOC
1129
West Oak Capital
California
$1.86M -$9.06K -155 -0.5%
HIC
1130
Harvey Investment Company
Kentucky
$1.85M -$159K -2,711 -8%
NL
1131
NWAM LLC
Washington
$1.85M -$379K -6,484 -17%
FBT
1132
First Bankers Trust
Kentucky
$1.85M -$2.16K -37 -0.1%
NCM
1133
Novare Capital Management
North Carolina
$1.84M -$14.6K -249 -0.8%
FMB
1134
Field & Main Bank
Kentucky
$1.83M +$1.83M +31,358 New
MC
1135
Middleton & Co
Massachusetts
$1.83M -$461K -7,879 -20%
GJIC
1136
Gamble Jones Investment Counsel
California
$1.82M -$32.5K -556 -2%
SLF
1137
Sun Life Financial
Ontario, Canada
$1.8M -$317K -5,417 -15%
AAM
1138
Aureus Asset Management
Massachusetts
$1.8M -$308K -5,270 -15%
AC
1139
Addison Capital
Pennsylvania
$1.77M +$1.77M +30,312 New
NPA
1140
Nichols & Pratt Advisers
Massachusetts
$1.77M -$58.8K -1,005 -3%
FA
1141
FDx Advisors
Illinois
$1.77M -$86.8K -1,486 -5%
CHAM
1142
Clear Harbor Asset Management
Connecticut
$1.77M +$1.52M +26,040 +621%
CCM
1143
Corsair Capital Management
New York
$1.77M -$623K -10,658 -26%
GIS
1144
Guardian Investor Services
New York
$1.76M -$6.67K -114 -0.4%
SIC
1145
Shoker Investment Counsel
Ohio
$1.76M +$1.76M +30,048 New
AC
1146
Alleghany Corporation
New York
$1.75M – – –
AH
1147
Allen Holding
New York
$1.75M – – –
TIA
1148
Tiemann Investment Advisors
California
$1.75M +$1.75M +29,970 New
CFG
1149
CKW Financial Group
Hawaii
$1.75M +$1.75M +29,884 New
AMIM
1150
Aull & Monroe Investment Management
Alabama
$1.74M – – –
44 45
46
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