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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 %
FHB
1251
First Hawaiian Bank
Hawaii
$1.29M -$74.7K -1,278 -5%
LIC
1252
Lodestar Investment Counsel
Illinois
$1.28M +$34.3K +587 +3%
MGIA
1253
Moneta Group Investment Advisors
Missouri
$1.27M -$173K -2,950 -12%
ACI
1254
Advance Capital I
Michigan
$1.27M +$184K +3,150 +17%
BOS
1255
Bank of Stockton
California
$1.27M +$58.5K +1,000 +5%
PFSC
1256
Peoples Financial Services Corp
Pennsylvania
$1.26M +$1.26M +21,609 New
BG
1257
Bollard Group
Massachusetts
$1.26M -$85.1K -1,455 -6%
WIC
1258
Wilkins Investment Counsel
Massachusetts
$1.26M -$49.7K -850 -4%
MVA
1259
Mount Vernon Associates
Maryland
$1.26M +$5.85K +100 +0.5%
WCM
1260
Wunderlich Capital Managemnt
Tennessee
$1.26M +$1.26M +21,583 New
SIG
1261
Schaller Investment Group
North Carolina
$1.26M – – –
BMC
1262
Benin Management Corp
Connecticut
$1.26M -$713K -12,200 -36%
CPA
1263
Court Place Advisors
Maryland
$1.26M +$1.26M +21,460 New
DD
1264
Dominick & Dominick
New York
$1.25M -$478K -8,182 -28%
GCM
1265
Geneva Capital Management
Wisconsin
$1.25M +$4.5K +77 +0.4%
DMK
1266
David M. Knott
$1.25M – – –
GLI
1267
Guardian Life Insurance
New York
$1.24M -$784K -13,414 -39%
NME
1268
Notis-McConarty Edward
$1.24M +$1.24M +21,201 New
VCAM
1269
Van Cleef Asset Management
Ohio
$1.22M +$11.7K +200 +1%
HHGA
1270
Halbert Hargrove Global Advisors
California
$1.21M +$500K +8,555 +70%
SM
1271
Salzhauer Michael
$1.21M +$1.21M +20,634 New
WPC
1272
White Pine Capital
Minnesota
$1.21M -$205K -3,500 -15%
MCM
1273
Manchester Capital Management
Vermont
$1.19M -$34.8K -595 -3%
SAM
1274
Shikiar Asset Management
New York
$1.19M – – –
BB
1275
Bell Bank
North Dakota
$1.18M -$1.33M -22,816 -53%
49 50
51
52 53