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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 %
BNP Paribas Asset Management
251
BNP Paribas Asset Management
France
$53.4M +$5.57M +107,773 +12%
JPMPWA
252
J.P. Morgan Private Wealth Advisors
California
$53.1M +$4.31M +83,301 +9%
SWITC
253
Stewart West Indies Trading Company
Colorado
$53.1M – – –
TAM
254
Todd Asset Management
Kentucky
$51.7M -$712K -13,770 -1%
EIM
255
ExxonMobil Investment Management
Texas
$51.7M -$2.56M -49,526 -5%
FQ
256
First Quadrant
California
$51.6M -$846K -16,369 -2%
1IC
257
1919 Investment Counsel
Maryland
$51.3M -$216K -4,175 -0.4%
RIM
258
Rainier Investment Management
Washington
$50.8M -$10.8M -208,715 -18%
Asset Management One
259
Asset Management One
Japan
$50.7M -$2.28M -43,924 -4%
DCM
260
Dupont Capital Management
Delaware
$50.2M +$647K +12,522 +1%
SAM
261
Shell Asset Management
Netherlands
$49.5M -$897K -17,362 -2%
DnB Asset Management
262
DnB Asset Management
Norway
$49.2M -$20.9M -404,320 -30%
BA
263
Boston Advisors
Massachusetts
$49.2M -$13.6M -263,433 -22%
RJA
264
Raymond James & Associates
Florida
$48.6M -$854K -16,517 -2%
MSA
265
Mason Street Advisors
Wisconsin
$48.5M -$31.1M -602,371 -39%
GMI
266
Greystone Managed Investments
Saskatchewan, Canada
$47.7M +$5.22M +101,000 +12%
Royal London Asset Management
267
Royal London Asset Management
United Kingdom
$46.8M +$613K +11,674 +1%
Nomura Holdings
268
Nomura Holdings
Japan
$46.7M +$27.6M +531,699 +145%
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$46.6M -$4.66M -90,216 -9%
Renaissance Technologies
270
Renaissance Technologies
New York
$46.5M -$32.1M -621,600 -41%
PI
271
Placemark Investments
Illinois
$46.1M +$6M +116,109 +15%
RCM
272
Riverhead Capital Management
Delaware
$45.4M +$12.1M +234,696 +36%
SAM
273
Sentinel Asset Management
Vermont
$45.4M +$3.49M +67,500 +8%
NAM
274
NorthCoast Asset Management
Connecticut
$45.3M +$44.6M +862,910 +6,004%
HCM
275
Huber Capital Management
California
$45M +$4.09M +79,100 +10%
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