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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 %
B
1651
Bellecapital
Switzerland
$200K +$200K +3,417 New
SWA
1652
SFMG Wealth Advisors
Texas
$200K +$200K +3,418 New
BWG
1653
Beta Wealth Group
California
$200K +$200K +3,421 New
VIMU
1654
Veritas Investment Management (UK)
United Kingdom
$198K – – –
PLFAM
1655
Pineno Levin & Ford Asset Management
Virginia
$189K – – –
BFEC
1656
Benjamin F. Edwards & Company
Missouri
$189K +$130K +2,216 +219%
AA
1657
Apriem Advisors
California
$182K +$1.23K +21 +0.7%
JFA
1658
JNBA Financial Advisors
Minnesota
$171K +$87.6K +1,500 +105%
USGIU
1659
U.S. Global Investors (USGI)
Texas
$164K -$176K -3,000 -52%
UGIF
1660
US Global Investors Funds
Maine
$164K +$164K +2,800 New
LIM
1661
Longfellow Investment Management
Massachusetts
$157K – – –
HPBT
1662
High Point Bank & Trust
North Carolina
$156K – – –
SC
1663
Saturna Capital
Washington
$154K – – –
VIA
1664
Vantage Investment Advisors
Pennsylvania
$151K +$151K +2,579 New
RC
1665
Riversville Capital
Connecticut
$147K +$32.6K +557 +29%
MAS
1666
Madden Advisory Services
Florida
$137K – – –
SFPIA
1667
Stevens First Principles Investment Advisors
California
$135K +$135K +2,300 New
AA
1668
AlphaMark Advisors
Kentucky
$131K +$9.97K +170 +8%
BBPWM
1669
Blue Bell Private Wealth Management
Pennsylvania
$125K +$125K +2,130 New
TCM
1670
Tradewinds Capital Management
Washington
$121K +$121K +2,072 New
PFA
1671
Paradigm Financial Advisors
Missouri
$117K +$117K +2,004 New
CI Investments Inc
1672
CI Investments Inc
Ontario, Canada
$115K +$12.3K +210 +12%
ACM
1673
Antonetti Capital Management
Florida
$108K – – –
TCCM
1674
Timber Creek Capital Management
Massachusetts
$106K -$45.7K -783 -30%
KLWA
1675
Kelly Lawrence W & Associates
California
$105K +$105K +1,800 New
65 66
67
68 69