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JPMorgan Chase
JPM

Overview Fund Activity

1,593 hedge funds and large institutions have $143B invested in JPMorgan Chase in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 687 increasing their positions, 656 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,593
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
51.67%
Holding in Top 10
340
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-7.61%
% of All Funds
11.03%
New
80
Increased
687
Reduced
656
Closed
65
Calls
$2.39B
Puts
$2.47B
Net Calls
-$71M
Net Calls Change
-$159M

Top Buyers

1
EAM
1
Eagle Asset Management
Florida
$795M
2
Capital World Investors
2
Capital World Investors
California
$3.24B
3
Franklin Resources
3
Franklin Resources
California
$2.74B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$283M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.87B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$359M
4
State Street
4
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
GAMCO Investors
Connecticut
$68.7M -$239K -4,620 -0.3%
KBC Group
227
KBC Group
Belgium
$68.6M +$10.1M +194,461 +17%
Millennium Management
228
Millennium Management
New York
$67.6M +$46.8M +904,612 +224%
SI
229
Sentry Investments
Ontario, Canada
$67.3M +$19.1M +370,100 +40%
RCAMU
230
Rothschild & Co Asset Management US
Connecticut
$67.2M -$461K -8,912 -0.7%
TSU
231
TD Securities (USA)
New York
$66.6M +$2.33K +45 +0%
OI
232
Oakbrook Investments
Illinois
$65.7M +$2.77M +53,571 +4%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$65.1M -$2.48M -48,060 -4%
SCP
234
Seizert Capital Partners
Michigan
$65.1M -$8.1M -156,795 -11%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.8M -$2.37M -45,900 -4%
ASA
236
Armstrong Shaw Associates
Connecticut
$63.6M +$205K +3,973 +0.3%
Macquarie Group
237
Macquarie Group
Australia
$60.2M +$666K +12,880 +1%
H
238
Hexavest
Quebec, Canada
$60.1M -$10.5M -203,928 -15%
QCM
239
Quaker Capital Management
Pennsylvania
$59.4M -$491K -9,490 -0.8%
AC
240
Ascend Capital
California
$59.4M +$25.2M +487,231 +74%
HIMCH
241
Hartford Investment Management Co (HIMCO)
Connecticut
$58.6M -$2.13M -41,279 -4%
FAF
242
Fjarde Ap-fonden
Sweden
$57.7M -$4.92M -95,109 -8%
AM
243
Appaloosa Management
Florida
$57.7M +$11.7M +225,500 +25%
ASRS
244
Arizona State Retirement System
Arizona
$57.2M +$5.17K +100 +0%
SIM
245
Stelliam Investment Management
New York
$56.6M -$129K -2,500 -0.2%
HEIP
246
Hudson Edge Investment Partners
New Jersey
$55.8M -$6.44M -124,553 -10%
BTW
247
Boston Trust Walden
Massachusetts
$55.6M +$382K +7,395 +0.7%
CEP
248
Chicago Equity Partners
Illinois
$55.5M -$5.72M -110,755 -9%
ProShare Advisors
249
ProShare Advisors
Maryland
$54.8M -$13.6M -263,147 -20%
CNB
250
City National Bank
California
$53.5M +$2.56M +49,551 +5%
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