JPM icon

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 %
TFA
1701
Transamerica Financial Advisors
Florida
$39K – – –
TFMS
1702
Trust & Fiduciary Management Services
Massachusetts
$35K -$2.56K -44 -7%
CRCP
1703
Copper Rock Capital Partners
Massachusetts
$35K – – –
AFS
1704
Aft Forsyth & Sober
Florida
$31K – – –
FNYS
1705
First New York Securities
New York
$29K +$29K +500 New
NC
1706
NewSquare Capital
Pennsylvania
$28K – – –
DOA
1707
D'Orazio & Associates
Virginia
$28K +$28K +479 New
ST
1708
SpiderRock Trading
Illinois
$27K -$5K – –
GXMC
1709
Global X Management Company
New York
$27K – – –
TCM
1710
TD Capital Management
Tennessee
$25K +$229 +4 +0.9%
UB
1711
UMB Bank
Missouri
$23.6K -$2.26K -38,707 -9%
PWAG
1712
Polaris Wealth Advisory Group
California
$19K – – –
EMA
1713
Efficient Market Advisors
California
$18K – – –
SAM
1714
Solaris Asset Management
New York
$18K – – –
NHFG
1715
New Harbor Financial Group
Massachusetts
$18K – – –
NIM
1716
NuWave Investment Management
New Jersey
$16K -$1.86K -31 -10%
WIC
1717
Willis Investment Counsel
Georgia
$14.7K -$409 -7,000 -3%
PCTC
1718
Perkins Coie Trust Company
Washington
$14K +$14K +235 New
PIM
1719
Parasol Investment Management
Illinois
$14K +$14K +246 New
OSAM
1720
O'Shaughnessy Asset Management
Connecticut
$12K -$8.3K -137 -41%
PFG
1721
Piershale Financial Group
Illinois
$12K +$59 +1 +0.5%
PFG
1722
Pacific Financial Group
Washington
$11K – – –
EU
1723
Emory University
Georgia
$11K +$671 +13 +7%
DIA
1724
Denver Investment Advisors
Colorado
$8.49K +$49 +841 +0.6%
HCM
1725
Horrell Capital Management
Arkansas
$8K – – –
67 68
69
70 71