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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
1326
Cacti Asset Management
Georgia
$971K – – –
WEC
1327
Winslow Evans & Crocker
Massachusetts
$971K +$971K +16,610 New
BP
1328
Ballentine Partners
Massachusetts
$970K -$27.8K -474 -3%
WKA
1329
Wilson Kemp & Associates
Michigan
$970K +$264K +4,513 +37%
SH
1330
Scepter Holdings
Texas
$965K -$58.5K -1,000 -6%
MPA
1331
Marvin & Palmer Associates
Delaware
$965K -$29.2K -500 -3%
BTNA
1332
Bremer Trust National Association
Minnesota
$964K +$61.7K +1,055 +7%
SAMC
1333
Shinko Asset Management Company
Japan
$963K -$84.1K -1,437 -8%
EWM
1334
Edge Wealth Management
New York
$962K – – –
JWA
1335
JFS Wealth Advisors
Pennsylvania
$962K +$16K +273 +2%
FPIS
1336
Financial Planning & Information Services
Wisconsin
$955K +$955K +16,331 New
WC
1337
Whitnell & Co
Illinois
$934K -$93.3K -1,595 -9%
ACA
1338
Anchor Capital Advisors
Massachusetts
$930K -$19.9K -340 -2%
AI
1339
Atria Investments
North Carolina
$928K -$66.6K -1,139 -7%
VNB
1340
Valley National Bancorp
New York
$921K +$921K +15,752 New
CHC
1341
City Holding Co
West Virginia
$920K +$920K +15,733 New
OC
1342
Oarsman Capital
Wisconsin
$914K -$8.77K -150 -1%
PVWM
1343
Point View Wealth Management
New Jersey
$912K +$912K +15,599 New
DAM
1344
Delta Asset Management
Tennessee
$909K -$2.75K -47 -0.3%
TC
1345
Telemus Capital
Michigan
$908K -$129K -2,205 -12%
ACM
1346
Argonaut Capital Management
New York
$901K -$328K -5,601 -27%
IAM
1347
ICM Asset Management
Washington
$900K -$5.85K -100 -0.6%
RT
1348
Reliance Trust
Georgia
$891K -$83.4K -1,427 -9%
KS
1349
Karpas Strategies
Connecticut
$886K +$1.05K +18 +0.1%
CWM
1350
Cranbrook Wealth Management
Michigan
$870K +$870K +14,880 New
52 53
54
55 56