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 %
VAM
1751
Vontobel Asset Management
New York
– -$7.9M -152,746 Closed
PP
1752
Paloma Partners
Connecticut
– -$6.08M -117,640 Closed
CAM
1753
Cubic Asset Management
Massachusetts
– -$5.07M -98,135 Closed
BA
1754
Bridgewater Associates
Connecticut
– -$4.33M -83,742 Closed
CII
1755
CR Intrinsic Investors
Connecticut
– -$3.75M -72,500 Closed
SEIA
1756
Signature Estate & Investment Advisors
California
– -$3.73M -72,223 Closed
MAM
1757
Mastrapasqua Asset Management
Tennessee
– -$3.72M -71,895 Closed
Two Sigma Advisers
1758
Two Sigma Advisers
New York
– -$3.44M -66,517 Closed
CPM
1759
Chesapeake Partners Management
Maryland
– -$2.87M -55,566 Closed
LG
1760
Leuthold Group
Minnesota
– -$2.68M -51,853 Closed
ZDA
1761
Zweig-DiMenna Associates
New York
– -$2.59M -50,000 Closed
HJMC
1762
Hellman Jordan Management Company
Massachusetts
– -$2.54M -49,060 Closed
OAC
1763
OMERS Administration Corp
Ontario, Canada
– -$2.42M -46,800 Closed
QT
1764
Quantbot Technologies
New York
– -$2.38M -46,067 Closed
DCM
1765
Decade Capital Management
New York
– -$2M -38,700 Closed
CAM
1766
CMT Asset Management
Illinois
– -$1.95M -37,764 Closed
IT
1767
Investors Trust
Texas
– -$1.55M -30,000 Closed
IA
1768
Icon Advisers
Colorado
– -$1.2M -23,300 Closed
MMLI
1769
Massachusetts Mutual Life Insurance
Massachusetts
– -$1.2M -23,213 Closed
SOAMC
1770
Spirit of America Management Corp
New York
– -$1.19M -22,927 Closed
BIM
1771
BRC Investment Management
Colorado
– -$1.12M -21,595 Closed
CPIM
1772
Columbia Partners Investment Management
Virginia
– -$1.11M -21,461 Closed
MCA
1773
Mendon Capital Advisors
Florida
– -$1.03M -20,000 Closed
AT
1774
Allston Trading
Illinois
– -$740K -14,313 Closed
PMAM
1775
Picton Mahoney Asset Management
Ontario, Canada
– -$734K -14,200 Closed
68 69 70
71
72