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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 %
CAM
1201
Columbia Asset Management
Michigan
$1.53M +$1.53M +26,219 New
BAS
1202
Brown Advisory Securities
Maryland
$1.53M +$59.6K +1,018 +4%
EML
1203
Eos Management LP
New York
$1.52M – – –
FFC
1204
First Financial Corp
Indiana
$1.52M -$125K -2,145 -8%
AIM
1205
Aspen Investment Management
Michigan
$1.49M -$17.5K -300 -1%
LCM
1206
Leonard Capital Management
Florida
$1.48M – – –
AWA
1207
AmeriServ Wealth Advisors
Pennsylvania
$1.48M -$2.93K -50 -0.2%
CCM
1208
Coe Capital Management
Illinois
$1.47M +$1.47M +25,137 New
SCM
1209
Sterling Capital Management
North Carolina
$1.47M -$9.39M -160,514 -86%
IAS
1210
IMA Advisory Services
Colorado
$1.46M -$19.3K -330 -1%
SCM
1211
Stonebridge Capital Management
California
$1.45M +$194K +3,316 +15%
RCAG
1212
Rehmann Capital Advisory Group
Michigan
$1.44M +$170K +2,899 +13%
CWA
1213
Constellation Wealth Advisors
New York
$1.44M +$215K +3,675 +17%
FIM
1214
Frontier Investment Management
Texas
$1.44M +$217K +3,769 +18%
BDF
1215
Balasa Dinverno & Foltz
$1.43M +$20.5K +350 +1%
FCFC
1216
First Commonwealth Financial Corp
Pennsylvania
$1.43M -$18.2K -312 -1%
UR
1217
USCA RIA
Texas
$1.43M +$11.5K +197 +0.8%
FCCM
1218
First City Capital Management
Georgia
$1.43M -$8.71K -149 -0.6%
HC
1219
HHG & Company
Connecticut
$1.42M -$86.9K -1,487 -6%
KA
1220
Kerrisdale Advisers
Florida
$1.41M +$15.2K +262 +1%
STB
1221
S&T Bank
Pennsylvania
$1.4M -$39.7K -679 -3%
LPC
1222
Loeb Partners Corp
New York
$1.4M – – –
SSWM
1223
Sheets Smith Wealth Management
North Carolina
$1.4M – – –
FBB
1224
Fulton Breakefield Broenniman
Maryland
$1.39M -$47.8K -817 -3%
LCM
1225
Logan Capital Management
Pennsylvania
$1.39M -$139K -2,375 -9%
47 48
49
50 51