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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 %
RFA
1551
Reilly Financial Advisors
California
$308K +$34.5K +590 +13%
STI
1552
Susquehanna Trust & Investment
Pennsylvania
$307K – – –
BWP
1553
BSW Wealth Partners
Colorado
$306K -$2.63K -45 -0.9%
CAS
1554
CTC Alternative Strategies
Illinois
$304K -$113K -1,935 -27%
HCM
1555
Hodges Capital Management
Texas
$301K +$29.2K +500 +11%
SAM
1556
SignalPoint Asset Management
Missouri
$301K +$301K +5,145 New
PCMC
1557
Paragon Capital Management (Colorado)
Colorado
$301K – – –
GA
1558
Glenhill Advisors
New York
$299K -$3.34M -57,165 -92%
HF
1559
Hoxton Financial
West Virginia
$298K +$81K +1,385 +37%
ACM
1560
Aviance Capital Management
Florida
$297K -$22.6K -386 -7%
CBT
1561
Central Bank & Trust
Kentucky
$295K -$7.3K -125 -2%
DCM
1562
Dynamic Capital Management
Jersey
$294K -$1.15M -19,722 -80%
LFR
1563
Lehman Financial Resources
Pennsylvania
$292K – – –
JCM
1564
JS Capital Management
New York
$292K +$292K +5,000 New
HB
1565
Homrich & Berg
Georgia
$291K +$291K +4,972 New
SNBOSD
1566
Security National Bank of So Dak
Iowa
$290K -$25.9K -444 -8%
CAL
1567
Capital Analysts LLC
Pennsylvania
$288K +$11.8K +202 +4%
SWM
1568
Segment Wealth Management
Texas
$286K +$1.46K +25 +0.5%
UAS
1569
United Asset Strategies
New York
$286K +$26.2K +449 +10%
MA
1570
MCF Advisors
Kentucky
$284K -$250K -4,132 -47%
DSAM
1571
Dock Street Asset Management
Florida
$282K – – –
PIA
1572
Peachtree Investment Advisors
Georgia
$282K +$282K +4,818 New
FC
1573
Fairpointe Capital
Illinois
$281K -$64.4K -1,100 -19%
SIG
1574
Sky Investment Group
Connecticut
$281K +$281K +4,808 New
IIC
1575
Ironwood Investment Counsel
Arizona
$280K +$10.5K +180 +4%
61 62
63
64 65