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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 %
KAM
1451
Keeley Asset Management
Illinois
$523K – – –
PAM
1452
Palisade Asset Management
Minnesota
$523K +$12.9K +221 +3%
SGAM
1453
Steinberg Global Asset Management
Florida
$520K -$10.8K -185 -2%
TTWM
1454
TCV Trust & Wealth Management
Virginia
$515K +$17.5K +300 +4%
PAS
1455
Partnervest Advisory Services
California
$510K -$10.4K -178 -2%
AA
1456
ALPS Advisors
Colorado
$510K +$248K +4,480 +95%
NCMG
1457
NCM Capital Management Group
North Carolina
$508K – – –
ECAM
1458
East Coast Asset Management
Massachusetts
$506K -$26.3K -449 -5%
PCM
1459
Perritt Capital Management
Illinois
$505K -$2.92K -50 -0.6%
MG
1460
MDE Group
New Jersey
$505K +$38.9K +664 +8%
HT
1461
HighTower Trust
Texas
$504K +$504K +8,616 New
VNA
1462
VNBTrust National Association
Virginia
$502K +$68.7K +1,173 +16%
LA
1463
Lau Associates
Delaware
$491K – – –
LCM
1464
LVM Capital Management
Michigan
$491K +$34.9K +597 +8%
KTC
1465
Kistler-Tiffany Companies
Pennsylvania
$488K +$52.3K +893 +12%
CWP
1466
Capital Wealth Planning
Florida
$479K -$1.94M -41,006 -80%
HCM
1467
Highlander Capital Management
New Jersey
$479K +$38.9K +666 +9%
EM
1468
Excalibur Management
Massachusetts
$478K +$90.1K +1,539 +23%
CPA
1469
Cowen Prime Advisors
New York
$475K +$58 +1 +0%
CP
1470
Camelot Portfolios
Ohio
$475K +$124K +2,118 +35%
AWA
1471
ARS Wealth Advisors
Florida
$471K +$471K +8,051 New
JCM
1472
Janney Capital Management
Pennsylvania
$469K -$2.16K -37 -0.5%
CIG
1473
Consolidated Investment Group
Colorado
$467K – – –
BEAM
1474
Baker Ellis Asset Management
Washington
$467K +$23.4K +400 +5%
KCPG
1475
Kavar Capital Partners Group
Kansas
$462K +$462K +7,914 New
57 58
59
60 61