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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
1
Capital World Investors
California
$4.4B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62B
3
SC
3
Sculptor Capital
New York
$455M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$817M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.06B

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$146M
2
AL
2
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
4
Norges Bank
Norway
$1.6B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
126
Westwood Holdings Group
Texas
$204M +$10.3M +175,557 +5%
NFA
127
Nationwide Fund Advisors
Ohio
$204M +$22.3M +380,806 +12%
US Bancorp
128
US Bancorp
Minnesota
$202M +$1.31M +22,362 +0.7%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$202M +$147K +2,522 +0.1%
SB
130
Suntrust Banks
Georgia
$198M -$5.52M -94,324 -3%
USAA
131
United Services Automobile Association
Texas
$197M -$18.8M -321,078 -9%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$195M -$1.77M -30,216 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
133
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$192M +$39.5M +675,181 +26%
FAM
134
Fred Alger Management
New York
$189M +$145M +2,485,866 +333%
GIA
135
Gateway Investment Advisers
Ohio
$188M -$809K -13,831 -0.4%
Federated Hermes
136
Federated Hermes
Pennsylvania
$188M -$43.4M -741,717 -19%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$184M -$24M -410,804 -12%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$181M -$11.9M -202,696 -6%
CA
139
Cortland Advisers
Delaware
$178M – – –
CLM
140
ClearBridge LLC (Maryland)
Maryland
$178M -$565K -9,657 -0.3%
JFL
141
Jarislowsky, Fraser Ltd
Quebec, Canada
$172M -$2.54M -43,407 -1%
Aristotle Capital Management
142
Aristotle Capital Management
California
$171M +$26.6M +454,499 +18%
FMI
143
Factory Mutual Insurance
Massachusetts
$169M – – –
HCM
144
Highfields Capital Management
Massachusetts
$168M +$168M +2,870,000 New
Victory Capital Management
145
Victory Capital Management
Texas
$167M +$16.2M +277,261 +11%
AAMU
146
Amundi Asset Management US
Massachusetts
$167M -$5.47M -93,507 -3%
TGA
147
Trilogy Global Advisors
Florida
$167M -$1.67M -28,626 -1%
SFM
148
Soros Fund Management
New York
$166M +$166M +2,841,233 New
AQR Capital Management
149
AQR Capital Management
Connecticut
$164M -$94.8M -1,620,977 -37%
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$162M +$2.01M +34,315 +1%
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6
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