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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 %
WSCM
1276
Wellington Shields Capital Management
New York
$1.18M -$81.7K -1,398 -6%
WA
1277
WealthTrust-Arizona
Arizona
$1.18M +$123K +2,100 +12%
BOK
1278
Bank of Kentucky
Kentucky
$1.18M -$8.48K -145 -0.7%
SAMT
1279
Select Asset Management & Trust
Pennsylvania
$1.17M +$1.17M +20,000 New
FMLI
1280
Fukoku Mutual Life Insurance
Japan
$1.17M -$2.85M -48,800 -71%
WP
1281
WMS Partners
Maryland
$1.15M +$104K +1,775 +10%
GIA
1282
Granite Investment Advisors
New Hampshire
$1.14M -$27.5K -470 -2%
NSAM
1283
North Star Asset Management
Wisconsin
$1.14M +$72.5K +1,240 +7%
WAM
1284
Weatherly Asset Management
California
$1.14M +$17.5K +299 +2%
WSC
1285
Wellington Shields & Co
New York
$1.14M +$17.6K +300 +2%
PIP
1286
Palisades Investment Partners
California
$1.12M -$389K -6,600 -26%
MBT
1287
Monroe Bank & Trust
Michigan
$1.12M -$6.43K -110 -0.6%
NCCM
1288
Nine Chapters Capital Management
New Jersey
$1.12M +$1.12M +19,100 New
PCA
1289
Peddock Capital Advisors
Massachusetts
$1.12M +$1.12M +19,062 New
CCMU
1290
Cheyne Capital Management (UK)
United Kingdom
$1.11M – – –
CCM
1291
Condor Capital Management
New Jersey
$1.11M -$56.9K -973 -5%
HSA
1292
HBK Sorce Advisory
Pennsylvania
$1.11M +$21.4K +365 +2%
EFSCE
1293
Enterprise Financial Services Corp (EFSC)
Missouri
$1.11M +$197K +3,370 +22%
GDF
1294
Graham & Dodd Fund
New York
$1.11M -$711K -12,158 -39%
ANB
1295
Amarillo National Bank
Texas
$1.1M -$39.8K -681 -4%
ACP
1296
Ashfield Capital Partners
California
$1.09M – – –
Twin Tree Management
1297
Twin Tree Management
Texas
$1.09M +$1.02M +17,397 +1,335%
ICAS
1298
Investors Capital Advisory Services
Massachusetts
$1.09M +$215K +3,679 +25%
OFS
1299
Orrstown Financial Services
Pennsylvania
$1.08M +$32K +547 +3%
HCA
1300
Harbour Capital Advisors
Virginia
$1.08M +$30.7K +525 +3%
50 51
52
53 54