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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 %
S
1501
SignatureFD
Georgia
$410K +$107K +1,830 +35%
YMRC
1502
Yorktown Management & Research Company
Virginia
$409K – – –
KIC
1503
Keating Investment Counselors
Florida
$409K – – –
NES
1504
New England Securities
New York
$408K -$12.6K -216 -3%
AWA
1505
Arete Wealth Advisors
Illinois
$408K +$408K +6,994 New
SOADOR
1506
State of Alaska Department of Revenue
Alaska
$401K +$85.9K +1,470 +27%
T
1507
Thomaspartners
Massachusetts
$398K -$63.5K -1,087 -14%
AW
1508
Alpha Windward
Massachusetts
$396K +$8.94K +153 +2%
SFG
1509
SNS Financial Group
Minnesota
$393K +$393K +6,714 New
EVC
1510
Eidelman Virant Capital
Missouri
$392K – – –
DHFB
1511
Dixon Hubard Feinour & Brown
Virginia
$389K -$9.01K -154 -2%
BSW
1512
Buckingham Strategic Wealth
Missouri
$387K -$410K -7,004 -51%
BST
1513
Bath Savings Trust
Maine
$386K -$115K -1,964 -23%
NYLT
1514
New York Life Trust
New York
$386K -$7.96K -136 -2%
EP
1515
Elkhorn Partners
Nebraska
$380K – – –
CT
1516
Coastline Trust
Rhode Island
$378K +$35.1K +600 +10%
PWM
1517
ParenteBeard Wealth Management
Pennsylvania
$378K +$45K +771 +14%
TDC
1518
Thompson Davis & Co
Virginia
$378K +$378K +6,472 New
EWM
1519
Evermay Wealth Management
Virginia
$377K +$377K +6,441 New
MAM
1520
Meeder Asset Management
Ohio
$375K -$12.3M -210,735 -97%
KFS
1521
Kurt F. Somerville
$374K – – –
AP
1522
Atwood & Palmer
Missouri
$373K +$12.7K +217 +4%
BAM
1523
Brave Asset Management
New Jersey
$373K +$373K +6,382 New
LG
1524
LaFleur & Godfrey
Michigan
$369K – – –
BFA
1525
Beaumont Financial Advisors
Massachusetts
$368K +$81.8K +1,400 +29%
59 60
61
62 63