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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 %
BC
1676
Blackhill Capital
New Jersey
$103K +$44.4K +759 +76%
CAL
1677
Capital Advisors Ltd
Ohio
$98K +$98K +1,679 New
HCP
1678
Holt Capital Partners
Texas
$88K +$88K +1,500 New
SCG
1679
Strategic Capital Group
Washington
$87K -$31.2K -534 -26%
SHWM
1680
Smith & Howard Wealth Management
Georgia
$82K -$36.6K -625 -31%
LWA
1681
Lenox Wealth Advisors
New York
$82K +$39K +668 +91%
VCM
1682
Vigilant Capital Management
Maine
$80K – – –
IMS
1683
Index Management Solutions
Pennsylvania
$80K +$8.51K +145 +12%
HHMI
1684
Howard Hughes Medical Institute
Maryland
$80K +$26.6K +458 +50%
RIA
1685
Regal Investment Advisors
Michigan
$69K -$51.8K -881 -43%
MUMSS
1686
Mitsubishi UFJ Morgan Stanley Securities
Japan
$68K -$4.03K -70 -6%
RAM
1687
RWC Asset Management
United Kingdom
$67K +$67K +1,149 New
IRS
1688
Invictus RG (Singapore)
Singapore
$64K +$40.6K +697 +173%
GGPS
1689
Gary Goldberg Planning Services
New York
$63K -$17.6K -300 -22%
KPCM
1690
Kings Point Capital Management
New York
$58K – – –
FWC
1691
First Washington Corp
Washington
$58K +$58K +1,000 New
TCM
1692
Tributary Capital Management
Nebraska
$51K -$1.98M -33,700 -97%
AFIA
1693
America First Investment Advisors
Nebraska
$50K – – –
AAC
1694
Asset Advisors Corp
Georgia
$49K – – –
CFN
1695
Cordasco Financial Network
Florida
$46K +$46K +783 New
SA
1696
SRH Advisors
Kansas
$44K +$44K +745 New
GI
1697
Gradient Investments
Minnesota
$42K -$20.9K -355 -33%
WCM
1698
Wealthcare Capital Management
Virginia
$42K – – –
TIM
1699
Tortoise Investment Management
New York
$41K – – –
CP
1700
Corbenic Partners
Pennsylvania
$40K – – –
66 67
68
69 70