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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 %
CASB
1351
Cape Ann Savings Bank
Massachusetts
$866K -$13.2K -225 -1%
IAM
1352
Integre Asset Management
New York
$859K -$5.09K -87 -0.6%
MFW
1353
Meristem Family Wealth
Minnesota
$858K – – –
AssetMark Inc
1354
AssetMark Inc
California
$856K -$36.3K -621 -4%
PFM
1355
Phillips Financial Management
Indiana
$851K -$78K -1,329 -8%
GAM
1356
Griffin Asset Management
New York
$849K -$23.4K -400 -3%
SBWM
1357
Sunflower Bank Wealth Management
Arizona
$848K +$103K +1,761 +14%
CNAM
1358
Campbell Newman Asset Management
Wisconsin
$846K -$2.34K -40 -0.3%
BFA
1359
Bragg Financial Advisors
North Carolina
$843K +$53.6K +916 +7%
OCG
1360
Opus Capital Group
Ohio
$839K +$839K +14,343 New
AWM
1361
Altavista Wealth Management
North Carolina
$837K +$5.26K +90 +0.6%
OIM
1362
Orca Investment Management
Oregon
$835K +$835K +14,279 New
WWM
1363
Willingdon Wealth Management
North Carolina
$832K +$832K +14,220 New
PCM
1364
Prelude Capital Management
New York
$830K -$46.8K -800 -5%
KT
1365
Kanaly Trust
Texas
$825K +$353K +6,042 +75%
GIM
1366
Greylin Investment Management
Virginia
$823K +$89.8K +1,534 +12%
NCM
1367
Northroad Capital Management
New York
$822K -$114K -1,945 -12%
VAM
1368
Visium Asset Management
New York
$822K +$822K +14,054 New
Manulife (Manufacturers Life Insurance)
1369
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$820K +$32.1K +548,494 +4%
RMAM
1370
Raab & Moskowitz Asset Management
New Jersey
$813K +$813K +13,901 New
BEC
1371
Blue Edge Capital
Virginia
$810K +$810K +13,849 New
DAC
1372
Dividend Assets Capital
South Carolina
$809K – – –
HCM
1373
Howland Capital Management
Massachusetts
$795K – – –
TCM
1374
Telos Capital Management
California
$795K +$3.04K +52 +0.4%
AA
1375
Alesco Advisors
New York
$794K -$55.6K -950 -7%
53 54
55
56 57