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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 %
RC
1151
RegentAtlantic Capital
New Jersey
$1.74M -$432K -7,393 -20%
TWA
1152
TCI Wealth Advisors
Arizona
$1.73M +$72.2K +1,235 +4%
MCM
1153
Monarch Capital Management
Indiana
$1.73M – – –
CCM
1154
Chinook Capital Management
Oregon
$1.73M -$6.32K -108 -0.4%
NBC
1155
Neuberger Berman Canada
Ontario, Canada
$1.73M +$693K +11,850 +67%
TNBTD
1156
Trustmark National Bank Trust Department
Mississippi
$1.72M +$175K +2,987 +11%
ST
1157
Smithfield Trust
Pennsylvania
$1.72M +$343K +5,871 +25%
CAM
1158
Centre Asset Management
New York
$1.72M +$17.5K +300 +1%
BRWA
1159
B. Riley Wealth Advisors
Florida
$1.71M -$179K -3,059 -9%
OA
1160
Outfitter Advisors
Virginia
$1.71M -$32.6K -558 -2%
WPIC
1161
White Pine Investment Company
Michigan
$1.71M – – –
CW
1162
Cabot-Wellington
Massachusetts
$1.71M +$59.9K +1,025 +4%
CA
1163
Cetera Advisors
Colorado
$1.71M +$179K +3,061 +12%
GIA
1164
GHP Investment Advisors
Colorado
$1.7M -$64.9K -1,110 -4%
WPP
1165
Whalerock Point Partners
Rhode Island
$1.7M +$1.7M +29,013 New
CWM
1166
Concert Wealth Management
California
$1.69M -$8.73K -148 -0.5%
MCM
1167
Maryland Capital Management
Maryland
$1.69M -$70.3K -1,203 -4%
BC
1168
Burney Company
Virginia
$1.69M +$148K +2,533 +10%
JIM
1169
Jupiter Investment Management
United Kingdom
$1.68M -$3.2M -54,777 -66%
NIP
1170
Nicholas Investment Partners
California
$1.68M +$1.68M +28,746 New
DT
1171
Diversified Trust
Tennessee
$1.68M -$5.91K -101 -0.4%
CDH
1172
Charles D. Hyman
$1.66M – – –
RC
1173
Roundview Capital
New Jersey
$1.66M -$21.8K -372 -1%
BIM
1174
Beach Investment Management
Pennsylvania
$1.65M +$1.65M +28,240 New
WIL
1175
Winifred I. Li
$1.65M +$26.2K +449 +2%
45 46
47
48 49