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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.7B +$34.6M +592,426 +0.3%
State Street
2
State Street
Massachusetts
$10B +$211M +3,615,192 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.62B +$604M +10,323,667 +10%
BIT
4
BlackRock Institutional Trust
California
$5.87B -$130M -2,229,307 -2%
Capital World Investors
5
Capital World Investors
California
$4.4B +$735M +12,574,700 +20%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.31B -$340M -5,806,018 -7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.63B -$540M -9,234,388 -13%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.43B +$182M +3,116,692 +6%
Northern Trust
9
Northern Trust
Illinois
$3.39B +$21M +359,742 +0.6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.14B -$164M -2,795,855 -5%
Franklin Resources
11
Franklin Resources
California
$3.14B +$41.8M +714,481 +1%
Invesco
12
Invesco
Georgia
$2.5B +$87.6M +1,497,763 +4%
Ameriprise
13
Ameriprise
Minnesota
$2.31B +$66.3M +1,133,610 +3%
Bank of America
14
Bank of America
North Carolina
$2.2B +$125M +2,145,297 +6%
BA
15
BlackRock Advisors
Delaware
$2.13B -$32.7M -559,462 -2%
BFA
16
BlackRock Fund Advisors
California
$2.09B +$46M +785,897 +2%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.95B +$33.4M +570,961 +2%
BG
18
BlackRock Group
United Kingdom
$1.92B +$8.25M +141,148 +0.4%
Morgan Stanley
19
Morgan Stanley
New York
$1.74B +$85.4M +1,460,768 +5%
Goldman Sachs
20
Goldman Sachs
New York
$1.68B +$222M +3,796,873 +15%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.66B +$90.6M +1,550,367 +6%
Harris Associates
22
Harris Associates
Illinois
$1.61B +$29.8M +509,638 +2%
Norges Bank
23
Norges Bank
Norway
$1.6B -$366M -6,265,918 -19%
Wells Fargo
24
Wells Fargo
California
$1.55B +$25.2M +431,031 +2%
LPLP
25
Lansdowne Partners Limited Partnership
United Kingdom
$1.23B +$125M +2,136,614 +11%
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