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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 %
BTCOSD
1226
Bankers Trust Company of South Dakota
Iowa
$1.38M -$4.68K -80 -0.3%
TRCT
1227
Tower Research Capital (TRC)
New York
$1.37M -$4.05M -69,230 -75%
IPRC
1228
Indices-Pac Research Corporation
New Jersey
$1.37M -$205K -3,504 -13%
KC
1229
Kingfisher Capital
North Carolina
$1.36M +$20.1K +343 +1%
PG
1230
PEAK6 Group
Illinois
$1.36M -$85.3M -1,459,432 -98%
BC
1231
Banced Corp
Illinois
$1.36M -$145K -2,482 -10%
IAS
1232
INR Advisory Services
Pennsylvania
$1.35M – – –
MHI
1233
Miller Howard Investments
New York
$1.35M -$28.2K -483 -2%
ATC
1234
Adirondack Trust Company
New York
$1.35M +$26.9K +460 +2%
CCG
1235
Cypress Capital Group
Florida
$1.34M -$511K -8,737 -28%
FAAM
1236
First Allied Asset Management
California
$1.34M +$46.5K +788 +4%
HDIM
1237
Hanson & Doremus Investment Management
Vermont
$1.33M -$1.03K -18 -0.1%
TCOT
1238
Trust Company of Toledo
Ohio
$1.31M +$104K +1,775 +9%
LBC
1239
Lawrence B. Cohen
$1.31M -$16.1K -275 -1%
WA
1240
Winfield Associates
Ohio
$1.3M +$1.3M +22,288 New
FIG
1241
Fusion Investment Group
Pennsylvania
$1.3M +$1.3M +22,255 New
JRP
1242
Jasper Ridge Partners
California
$1.3M – – –
JIC
1243
Joel Isaacson & Co
New York
$1.3M +$83.2K +1,423 +7%
WSTAM
1244
Wilbanks Smith & Thomas Asset Management
Virginia
$1.29M -$80.7K -1,380 -6%
WA
1245
Waverly Advisors
Alabama
$1.29M +$512K +8,759 +66%
PHS
1246
Pekin Hardy Strauss
Illinois
$1.29M -$702K -12,010 -35%
BJL
1247
Brighton Jones LLC
Washington
$1.29M +$273K +4,663 +27%
SI
1248
SII Investments
Wisconsin
$1.29M +$138K +2,363 +12%
FCB
1249
First Citizens Bancorporation
South Carolina
$1.29M +$25.5K +436 +2%
SWM
1250
SVA Wealth Management
Wisconsin
$1.29M +$1.29M +22,001 New
48 49
50
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