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 %
CCM
201
Cullen Capital Management
New York
$102M +$651K +11,140 +0.6%
TPSF
202
Texas Permanent School Fund
Texas
$102M -$7.73M -132,188 -7%
ASA
203
Armstrong Shaw Associates
Connecticut
$101M +$29.5M +504,434 +41%
HTC
204
Haverford Trust Company
Pennsylvania
$98.1M +$848K +14,494 +0.9%
PC
205
PointState Capital
New York
$97.2M +$11.8M +201,800 +14%
DRZID
206
DePrince Race & Zollo Inc (DRZ)
Florida
$97M +$12.6M +214,730 +15%
Brown Advisory
207
Brown Advisory
Maryland
$96.9M +$1.39M +23,732 +1%
CBOA
208
Commonwealth Bank of Australia
Australia
$96.2M -$11.3M -193,552 -11%
Nomura Asset Management
209
Nomura Asset Management
Japan
$95.8M -$1.23M -21,017 -1%
Mawer Investment Management
210
Mawer Investment Management
Alberta, Canada
$95M +$8.76M +150,049 +10%
CCMH
211
Cornerstone Capital Management Holdings
New York
$92.9M -$6.21M -106,160 -6%
HI
212
Honeywell International
North Carolina
$92.9M -$175K -3,000 -0.2%
EA
213
Euclid Advisors
Connecticut
$91.3M -$3.1M -52,970 -3%
USSCPF
214
United States Steel & Carnegie Pension Fund
New York
$90.9M – – –
H
215
Hexavest
Quebec, Canada
$89.9M +$21.9M +374,519 +32%
SIA
216
Sit Investment Associates
Minnesota
$89.6M +$2.78M +47,525 +3%
IRF
217
IBM Retirement Fund
New York
$88.3M -$3.16M -53,987 -3%
SI
218
Sentry Investments
Ontario, Canada
$86.5M +$10.8M +184,600 +14%
KBC Group
219
KBC Group
Belgium
$86.3M +$8.69M +148,667 +11%
Nuveen Asset Management
220
Nuveen Asset Management
Illinois
$85.4M -$7.44M -127,188 -8%
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$84M +$23.6M +403,342 +39%
GC
222
Guggenheim Capital
Illinois
$83.7M +$4.91M +83,876 +6%
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$83.3M -$873K -14,931 -1%
ProShare Advisors
224
ProShare Advisors
Maryland
$82.9M +$20.9M +357,273 +34%
AIG
225
American International Group
New York
$82.1M -$2.25M -38,549 -3%
7 8
9
10 11