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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 %
MCM
1401
Maple Capital Management
Vermont
$686K -$4.39K -75 -0.6%
FSA
1402
Franklin Street Advisors
North Carolina
$685K -$3.74K -64 -0.5%
AF
1403
Aldebaran Financial
$681K +$681K +11,640 New
TMC
1404
Trellus Management Company
Florida
$678K – – –
GHAM
1405
Gilman Hill Asset Management
Connecticut
$672K +$146K +2,500 +28%
CPO
1406
Cerity Partners OCIO
New York
$671K -$128K -2,187 -16%
PNAA
1407
Pictet North America Advisors
Switzerland
$671K +$671K +11,472 New
GIP
1408
Granite Investment Partners
California
$669K +$12.3K +210 +2%
GSBTD
1409
Glenview State Bank Trust Department
Illinois
$659K +$659K +11,274 New
CVSCT
1410
C.V. Starr & Co Trust
New York
$656K -$7.5M -128,200 -92%
BT
1411
Beacon Trust
New Jersey
$656K +$24.9K +425 +4%
CCM
1412
Chilton Capital Management
Texas
$654K -$11.7K -200 -2%
TRIM
1413
Thompson Rubinstein Investment Management
Oregon
$642K +$70.6K +1,208 +12%
IH
1414
IFC Holdings
Florida
$640K +$32.7K +562 +5%
IUAM
1415
Itau USA Asset Management
New York
$637K – – –
WA
1416
WBH Advisory
Maryland
$636K +$74.1K +1,268 +13%
RHDIC
1417
R.H. Dinel Investment Counsel
California
$636K +$636K +10,874 New
SCM
1418
Schnieders Capital Management
California
$632K +$632K +10,800 New
BHB
1419
Bank Hapoalim BM
Israel
$625K +$625K +10,688 New
RCA
1420
Rex Capital Advisors
Rhode Island
$623K – – –
B
1421
BancorpSouth
Mississippi
$623K -$18.9K -323 -3%
FIM
1422
Fernwood Investment Management
Massachusetts
$623K +$623K +10,650 New
ACM
1423
Argentus Capital Management
Texas
$621K +$621K +10,616 New
SFA
1424
Sequoia Financial Advisors
Ohio
$613K +$613K +10,474 New
CK
1425
Cohen Klingenstein
New York
$608K – – –
55 56
57
58 59