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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 %
RCM
1626
Reynolds Capital Management
Nevada
$216K +$216K +3,700 New
TBA
1627
Train Babcock Advisors
New York
$216K +$216K +3,700 New
HTHT
1628
Hemenway Trust Hemenway Trust
New Hampshire
$215K +$19K +326 +10%
FWM
1629
Focused Wealth Management
New York
$214K -$17.5K -299 -8%
BCM
1630
Brookstone Capital Management
Illinois
$214K +$214K +3,657 New
LI
1631
LVZ Inc
Michigan
$213K +$213K +3,641 New
WA
1632
WealthTrust Axiom
Pennsylvania
$213K +$213K +3,649 New
TCMG
1633
TSP Capital Management Group
New Jersey
$212K – – –
FMP
1634
Financial Management Professionals
Texas
$211K -$35K -600 -14%
LCM
1635
Laurion Capital Management
New York
$211K +$211K +3,604 New
BCM
1636
Beck Capital Management
Texas
$211K +$211K +3,792 New
TSS
1637
Thomas Story & Son
Indiana
$210K +$210K +3,589 New
HHAM
1638
HITE Hedge Asset Management
Massachusetts
$209K +$209K +3,572 New
VF
1639
Virtu Financial
New York
$208K -$790K -13,533 -79%
CL
1640
Croft-Leominster
Maryland
$208K +$208K +3,553 New
PCA
1641
Private Capital Advisors
Connecticut
$208K +$208K +3,558 New
AC
1642
Alexandria Capital
Virginia
$207K +$36.8K +628 +22%
AIM
1643
Acropolis Investment Management
Missouri
$206K – – –
TAM
1644
Telluride Asset Management
Minnesota
$205K +$205K +3,500 New
SGC
1645
South Georgia Capital
Illinois
$205K +$205K +8,634 New
CCB
1646
Cutter & Co Brokerage
Missouri
$204K -$63.6K -1,087 -24%
CYG
1647
Clean Yield Group
Vermont
$203K +$203K +3,468 New
GHA
1648
GW Henssler & Associates
Georgia
$202K +$202K +3,447 New
SAM
1649
Summit Asset Management
Tennessee
$202K +$202K +3,450 New
CFSG
1650
Community Financial Services Group
Vermont
$201K -$6.43K -110 -3%
64 65
66
67 68