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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 %
DAS
1576
Dynamic Advisor Solutions
Arizona
$274K +$274K +4,685 New
MCM
1577
Munder Capital Management
Michigan
$273K +$84.2K +1,443 +45%
CCA
1578
Conestoga Capital Advisors
Pennsylvania
$271K -$2.92K -50 -1%
AI
1579
Accredited Investors
Minnesota
$271K +$469 +8 +0.2%
RH
1580
Rayner & Haynor
California
$270K +$270K +4,625 New
BWM
1581
Braver Wealth Management
Massachusetts
$268K -$63.9K -1,092 -19%
BFPW
1582
BOK Financial Private Wealth
Colorado
$267K -$14.7K -252 -5%
BRA
1583
Bender Robert & Associates
California
$267K +$2.34K +40 +0.9%
KWMG
1584
King Wealth Management Group
Florida
$266K +$5.61K +96 +2%
HAIM
1585
Hunter Associates Investment Management
Pennsylvania
$266K -$27K -462 -9%
GCP
1586
GSA Capital Partners
United Kingdom
$262K -$2.46M -42,148 -90%
CAG
1587
Crestwood Advisors Group
Massachusetts
$262K -$16.1K -275 -6%
FIM
1588
Freedom Investment Management
Connecticut
$262K +$6.27K +107 +2%
FGP
1589
Foyston, Gordon, & Payne
Ontario, Canada
$261K – – –
NFC
1590
Northeast Financial Consultants
Connecticut
$261K +$261K +4,460 New
NFG
1591
Nadler Financial Group
Illinois
$257K -$18.4K -315 -7%
WG
1592
Welch Group
Alabama
$255K +$37.8K +646 +17%
CR
1593
Cooperatieve Rabobank
Netherlands
$255K +$255K +4,355 New
SFT
1594
Simmons First Trust
Arkansas
$254K -$9.24K -158 -4%
IHL
1595
Investment House LLC
California
$254K +$254K +4,350 New
ORI
1596
Oak Ridge Investments
Illinois
$252K +$1.29K +22 +0.5%
PFS
1597
Prospera Financial Services
Texas
$250K -$102K -1,739 -29%
CIM
1598
Confluence Investment Management
Missouri
$250K -$35.6K -610 -12%
PBT
1599
Pictet Bank & Trust
Bahamas
$246K +$246K +4,200 New
LOCC
1600
Lombard Odier & Cie (Canada)
Quebec, Canada
$245K +$245K +4,200 New
62 63
64
65 66