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

Top Sellers

1
EAM
Eagle Asset Management
Florida
$146M
2
AL
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
Norges Bank
Norway
$1.6B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1476
Signature Financial Management
Virginia
$461K -$37.6K -644 -8%
RT
1477
Rockland Trust
Massachusetts
$454K +$9.48K +162 +2%
LI
1478
Lafayette Investments
Maryland
$449K +$58 +1 +0%
ASN
1479
Advisory Services Network
Georgia
$449K +$449K +7,679 New
TIP
1480
Torray Investment Partners
Maryland
$447K -$14.6K -250 -3%
FFA
1481
First Foundation Advisors
California
$447K +$48.9K +837 +12%
SCIA
1482
Sanibel Captiva Investment Advisers
Illinois
$446K +$446K +7,625 New
Edgewood Management
1483
Edgewood Management
Connecticut
$443K -$90.6K -1,550 -17%
YIA
1484
YHB Investment Advisors
Connecticut
$442K -$215K -3,671 -33%
HW
1485
Hancock Whitney
Mississippi
$440K -$21.5K -368 -5%
BHBT
1486
Burke & Herbert Bank & Trust
Virginia
$437K +$13.6K +233 +3%
HH
1487
Hilltop Holdings
Texas
$437K +$26.1K +446 +6%
FAM
1488
Formidable Asset Management
Ohio
$436K +$226K +4,002 +108%
ZTNA
1489
Zions Trust National Association
Utah
$435K -$11.7K -200 -3%
ACM
1490
Avalon Capital Management
California
$433K +$433K +7,402 New
VCAM
1491
Valentine Capital Asset Management
California
$430K +$3.51K +60 +0.8%
PAM
1492
Premier Asset Management
Illinois
$426K +$426K +7,300 New
BRM
1493
Boston Research & Management
Massachusetts
$424K -$35K -600 -8%
CC
1494
Capital Counsel
New York
$423K -$36.3K -620 -8%
OCM
1495
Osterweis Capital Management
California
$423K – – –
CAMI
1496
Concord Asset Management (Illinois)
Illinois
$422K – – –
CWM
1497
CIBC World Markets
New York
$421K +$421K +7,201 New
PIM
1498
Provident Investment Management
Michigan
$418K +$2.75K +47 +0.7%
RB
1499
Rodgers Brothers
Pennsylvania
$415K – – –
HA
1500
Hamel Associates
New Jersey
$412K +$412K +7,052 New
58 59
60
61 62