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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 %
RSVP
1601
Ramsay Stattman Vela & Price
Colorado
$244K – – –
EIA
1602
Edgemoor Investment Advisors
Maryland
$243K +$243K +4,155 New
VHAM
1603
Van Hulzen Asset Management
California
$243K +$243K +4,160 New
SAS
1604
Spectrum Advisory Services
Georgia
$242K +$242K +4,130 New
RWM
1605
Rench Wealth Management
Texas
$242K +$242K +4,143 New
RA
1606
Royce & Associates
New York
$240K +$240K +4,100 New
CCT
1607
Capital City Trust
Florida
$239K -$22K -376 -8%
ARMC
1608
American Research & Management Company
Massachusetts
$239K +$1.46K +25 +0.6%
AFG
1609
Albion Financial Group
Utah
$235K – – –
LNB
1610
Ledyard National Bank
$235K +$87.1K +1,488 +59%
PWM
1611
Perigon Wealth Management
California
$235K +$235K +4,034 New
CAW
1612
Cornerstone Advisors (Washington)
Washington
$234K – – –
FNBOH
1613
First National Bank of Hutchinson
Kansas
$234K +$234K +4,000 New
TFO
1614
Tarbox Family Office
California
$234K +$234K +4,001 New
MKC
1615
M. Kraus & Co
Vermont
$232K +$232K +3,963 New
BC
1616
Barnett & Company
Tennessee
$231K -$77.6K -1,324 -25%
AAM
1617
Autus Asset Management
Arizona
$230K -$60.5K -1,035 -21%
RMC
1618
Regis Management Company
California
$228K +$228K +3,905 New
WCM
1619
Windsor Capital Management
Arizona
$227K +$14.6K +250 +7%
MSU
1620
Maple Securities USA
New Jersey
$223K -$4.2M -71,753 -95%
MBT
1621
Montecito Bank & Trust
California
$221K +$221K +3,781 New
PCMK
1622
Paragon Capital Management (Kansas)
Kansas
$219K +$219K +3,758 New
NPPM
1623
North Point Portfolio Managers
Ohio
$217K -$27.5K -471 -11%
LG
1624
Laidlaw Group
New York
$217K +$217K +3,709 New
IIM
1625
Ironwood Investment Management
Massachusetts
$217K +$217K +3,718 New
63 64
65
66 67