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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 %
CCT
1376
Country Club Trust
Missouri
$791K -$1.2M -20,561 -60%
SCM
1377
Southport Capital Management
Tennessee
$788K -$144K -2,465 -15%
HPCM
1378
High Pointe Capital Management
Illinois
$786K -$46.8K -800 -6%
GC
1379
Grimes & Company
Massachusetts
$783K +$36.1K +618 +5%
SI
1380
Standard Investments
New York
$776K +$776K +13,351 New
PWAP
1381
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$767K -$56.6K -968 -7%
PFBT
1382
Parkside Financial Bank & Trust
Missouri
$762K -$20.8K -355 -3%
ACM
1383
Argyle Capital Management
Pennsylvania
$759K – – –
Carson Wealth (CWM LLC)
1384
Carson Wealth (CWM LLC)
Nebraska
$759K +$465K +7,944 +158%
SCA
1385
Salient Capital Advisors
Texas
$744K +$744K +12,715 New
LJHT
1386
Laurie J. Hall Trustee
$734K – – –
MHS
1387
M Holdings Securities
Oregon
$733K +$733K +12,526 New
ST
1388
Spinnaker Trust
Maine
$732K -$7.31K -125 -1%
GW
1389
GW & Wade
Massachusetts
$727K – – –
SFSG
1390
Stearns Financial Services Group
North Carolina
$722K +$5.56K +95 +0.8%
FNBTCON
1391
First National Bank & Trust Co of Newtown
Pennsylvania
$717K – – –
EHC
1392
Everett Harris & Co
California
$710K – – –
PAM
1393
Princeton Alpha Management
New Jersey
$707K +$707K +12,085 New
SFU
1394
Stonehage Fleming (UK)
United Kingdom
$706K +$706K +12,080 New
BFG
1395
Beacon Financial Group
Texas
$703K +$44.6K +770 +7%
FANJ
1396
Financial Architects (New Jersey)
New Jersey
$696K +$93K +1,589 +15%
MBTD
1397
Mechanics Bank - Trust Department
California
$695K -$16.1K -275 -2%
RMCM
1398
Reynders McVeigh Capital Management
Massachusetts
$692K +$36.6K +625 +6%
NCIM
1399
New Century Investment Management
Michigan
$689K -$82.8K -1,415 -11%
LDB
1400
Lee, Danner & Bass
Tennessee
$687K -$20.8K -355 -3%
54 55
56
57 58