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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 %
BHA
1526
Beech Hill Advisors
New York
$367K – – –
JT
1527
Jump Trading
Illinois
$367K +$333K +5,694 +972%
WDA
1528
Wendell David Associates
New Hampshire
$366K -$23.1K -398 -6%
FNBSF
1529
First National Bank Sioux Falls
South Dakota
$365K – – –
LC
1530
Lourd Capital
California
$359K – – –
CL
1531
CPWM LLC
Washington
$353K -$54.8K -939 -13%
GCM
1532
Graham Capital Management
Connecticut
$351K +$351K +6,000 New
WCM
1533
Weik Capital Management
Pennsylvania
$345K +$2.92K +50 +0.9%
LCM
1534
Lucas Capital Management
New Jersey
$344K -$5.84K -100 -2%
AAM
1535
Augustine Asset Management
Florida
$339K – – –
HR
1536
Howe & Rusling
New York
$338K -$24K -410 -7%
LWM
1537
Lenox Wealth Management
Ohio
$338K +$338K +5,774 New
OAM
1538
Oberweis Asset Management
Illinois
$336K -$3.39K -58 -1%
RVP
1539
Relative Value Partners
Illinois
$336K – – –
GC
1540
Gratry & Company
Ohio
$334K -$199K -3,410 -37%
BO
1541
Bank OZK
Arkansas
$333K +$99.3K +1,700 +42%
AIM
1542
Arcadia Investment Management
Michigan
$327K – – –
MA
1543
Marshwinds Advisory
Georgia
$327K +$45.8K +783 +16%
PSC
1544
Prentiss Smith & Co
Vermont
$323K +$17.7K +303 +6%
BCMU
1545
BlueCrest Capital Management (UK)
Guernsey
$323K +$323K +5,516 New
FPCP
1546
Fort Point Capital Partners
California
$321K +$321K +5,484 New
KFA
1547
Kelleher Financial Advisors
New York
$318K -$5.85K -100 -2%
MBE
1548
Michael B. Elefante
$317K +$2.58K +44 +0.8%
HCM
1549
Hengehold Capital Management
Ohio
$310K -$59K -1,010 -16%
GAM
1550
Gotham Asset Management
New York
$308K -$19.7K -336 -6%
60 61
62
63 64