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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 %
EGA
1176
E&G Advisors
Texas
$1.64M +$1.64M +28,081 New
MPWT
1177
MassMutual Private Wealth & Trust
Connecticut
$1.64M +$1.64M +28,028 New
CAM
1178
Congress Asset Management
Massachusetts
$1.64M -$50.3K -860 -3%
BCM
1179
Boltwood Capital Management
California
$1.64M +$22K +376 +1%
IIM
1180
Ipswich Investment Management
Massachusetts
$1.63M -$26.3K -450 -2%
HCA
1181
Horan Capital Advisors
Ohio
$1.61M +$35.7K +610 +2%
HBT
1182
Hills Bank & Trust
Iowa
$1.61M +$17.5K +300 +1%
IIM
1183
Intact Investment Management
Quebec, Canada
$1.6M +$368K +6,300 +30%
CIC
1184
Crawford Investment Counsel
Georgia
$1.59M +$2.92K +50 +0.2%
CCM
1185
CrestPoint Capital Management
Missouri
$1.59M +$1.59M +27,200 New
ARMT
1186
Amica Retiree Medical Trust
Rhode Island
$1.59M +$1.59M +27,145 New
GIM
1187
Goelzer Investment Management
Indiana
$1.58M +$22.6K +386 +1%
MWP
1188
MYCIO Wealth Partners
Pennsylvania
$1.57M +$61.2K +1,046 +4%
FAM
1189
Fiduciary Asset Management
Missouri
$1.57M -$386K -6,600 -20%
LWM
1190
LBA Wealth Management
Florida
$1.57M +$1.57M +26,766 New
LC
1191
Lilley & Co
Michigan
$1.56M +$160K +2,732 +11%
EA
1192
Emerald Advisers
Pennsylvania
$1.56M -$532K -9,089 -25%
Tudor Investment Corp
1193
Tudor Investment Corp
Connecticut
$1.55M +$1.55M +26,566 New
TC
1194
Taylor Cottrill
New Hampshire
$1.55M – – –
VanEck Associates
1195
VanEck Associates
New York
$1.55M +$179K +3,067 +13%
MCWS
1196
McKinley Carter Wealth Services
West Virginia
$1.54M -$680K -11,626 -31%
MIH
1197
Madison Investment Holdings
Wisconsin
$1.54M -$27.8K -475 -2%
MHIM
1198
MacNealy Hoover Investment Management
Ohio
$1.53M +$1.53M +26,230 New
CIC
1199
Carnegie Investment Counsel
Ohio
$1.53M +$58.9K +1,008 +4%
BG
1200
Bahl & Gaynor
Ohio
$1.53M +$70.9K +1,212 +5%
46 47
48
49 50