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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 %
EWM
1301
Elite Wealth Management
Washington
$1.08M +$937K +16,035 +671%
PH
1302
Pinnacle Holdings
Oklahoma
$1.07M -$74.5K -1,274 -6%
FBT
1303
Founders Bank & Trust
Michigan
$1.07M -$114K -2,068 -10%
B
1304
Bailard
California
$1.07M +$204K +3,491 +24%
AB
1305
Atlas Brown
Kentucky
$1.07M -$1.31M -22,410 -55%
NAM
1306
Needelman Asset Management
California
$1.07M +$15.5K +265 +1%
BFC
1307
Blue Fin Capital
Rhode Island
$1.06M +$1.06M +18,172 New
WC
1308
Whitney & Co
New York
$1.06M +$66.7K +1,140 +7%
IPC
1309
Independent Portfolio Consultants
Florida
$1.05M +$365K +6,240 +53%
RCG
1310
Ruane, Cunniff & Goldfarb
New York
$1.03M -$11.4K -195 -1%
ECM
1311
Endex Capital Management
Kansas
$1.03M – – –
GA
1312
GFS Advisors
Texas
$1.03M -$12.6K -216 -1%
HCM
1313
Hollencrest Capital Management
California
$1.02M +$1.02M +17,508 New
NIM
1314
Northeast Investment Management
Massachusetts
$1.02M +$26.3K +449 +3%
SC
1315
Savant Capital
Illinois
$1.01M +$4.09K +70 +0.4%
AWS
1316
Aris Wealth Services
Pennsylvania
$1.01M +$108K +1,843 +12%
AIM
1317
Acuity Investment Management
Ontario, Canada
$1M -$4.81M -82,200 -83%
NAM
1318
NTV Asset Management
West Virginia
$1M +$4.03K +69 +0.4%
BIM
1319
Baldwin Investment Management
Pennsylvania
$991K +$11.7K +200 +1%
GP
1320
Girard Partners
Pennsylvania
$991K +$991K +16,938 New
PMFA
1321
Plante Moran Financial Advisors
Michigan
$989K +$376K +6,439 +61%
IWC
1322
Integrated Wealth Counsel
California
$985K -$27.5K -470 -3%
Verition Fund Management
1323
Verition Fund Management
Connecticut
$984K -$947K -16,197 -49%
BA
1324
Broadview Advisors
Wisconsin
$977K +$977K +16,700 New
VWM
1325
Valley Wealth Managers
New Jersey
$973K +$47.4K +810 +5%
51 52
53
54 55