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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 %
FMA
1776
FNY Managed Accounts
New York
– -$569K -11,000 Closed
CCM
1777
Cai Capital Management
New York
– -$563K -10,893 Closed
EMG
1778
Ellington Management Group
Connecticut
– -$538K -10,400 Closed
DMC
1779
Drexel Morgan & Co
Pennsylvania
– -$450K -8,721 Closed
STIA
1780
Stone Toro Investment Advisers
New Jersey
– -$377K -7,300 Closed
TSBJ
1781
Trevor, Stewart, Burton & Jacobsen
New York
– -$367K -7,100 Closed
BL
1782
Bolton LP
Connecticut
– -$351K -6,792 Closed
TAS
1783
TIFF Advisory Services
Pennsylvania
– -$346K -6,700 Closed
MC
1784
Menta Capital
California
– -$310K -6,000 Closed
CRC
1785
Curi RMB Capital
Illinois
– -$277K -5,349 Closed
CC
1786
Cipher Capital
New York
– -$272K -5,271 Closed
KIG
1787
Kessler Investment Group
Indiana
– -$272K -5,261 Closed
CCM
1788
Cutler Capital Management
Massachusetts
– -$216K -4,190 Closed
NC
1789
NBW Capital
Massachusetts
– -$208K -4,019 Closed
ACM
1790
Alta Capital Management
Utah
– -$204K -3,950 Closed
ACMI
1791
Amida Capital Management II
New York
– -$181K -3,500 Closed
BCM
1792
Breithorn Capital Management
New York
– -$118K -2,280 Closed
BIM
1793
Bridgecreek Investment Management
Oklahoma
– -$115K -2,229 Closed
MAM
1794
Mark Asset Management
New York
– -$72K -1,400 Closed
TF
1795
Trutina Financial
Washington
– -$72K -1,400 Closed
PFO
1796
Pathstone Family Office
New Jersey
– -$19K -365 Closed
SMA
1797
Simply Money Advisors
Ohio
– -$7K -142 Closed
NMLIC
1798
Northwestern Mutual Life Insurance Company
Wisconsin
– -$3K -50 Closed
68 69 70 71
72