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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
HSBC Holdings
United Kingdom
$359M
4
State Street
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
276
Cumberland Partners
Ontario, Canada
$45M +$91K +1,760 +0.2%
KCM
277
Kames Capital Management
United Kingdom
$44.3M -$940K -18,193 -2%
PMG
278
Private Management Group
California
$43.7M -$738K -14,275 -2%
GG
279
Gofen & Glossberg
Illinois
$43.4M -$399K -7,717 -0.9%
BCM
280
Becker Capital Management
Oregon
$43M -$3.37M -65,254 -7%
AACR
281
ACR Alpine Capital Research
Missouri
$42.8M +$6.11M +118,155 +17%
Janus Henderson Group
282
Janus Henderson Group
United Kingdom
$42.7M +$797K +15,409 +2%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$42.7M -$2.35M -45,419 -5%
RCM
284
RNC Capital Management
California
$42.6M +$1.7M +32,977 +4%
WT
285
Wilmington Trust
Delaware
$42.6M -$1.25M -24,186 -3%
VRS
286
Virginia Retirement Systems
Virginia
$42.3M -$3.94M -76,253 -9%
BCM
287
Basswood Capital Management
New York
$42M -$920K -17,808 -2%
SCM
288
Snow Capital Management
Pennsylvania
$41.9M +$8.33M +161,158 +25%
RIM
289
RS Investment Management
California
$41.8M +$14.9M +288,900 +56%
WI
290
WBI Investments
New Jersey
$41.4M +$41.4M +800,077 New
GI
291
GLG Inc
New York
$41.3M +$30.8M +595,244 +291%
Lazard Asset Management
292
Lazard Asset Management
New York
$41.1M +$268K +5,193 +0.7%
SFM
293
Systematic Financial Management
New Jersey
$40.9M -$2.59M -50,054 -6%
COPPSERS
294
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$40.5M -$44.6K -863 -0.1%
FIM
295
Foresters Investment Management
New York
$40.2M +$470K +9,100 +1%
NG
296
NatWest Group
United Kingdom
$39.9M -$52.8M -1,020,618 -57%
QBFM
297
QS Batterymarch Financial Management
New York
$39.2M -$11.3M -218,645 -22%
TU
298
TDAM USA
Ontario, Canada
$39.1M -$4.54M -87,791 -10%
FCBT
299
First Citizens Bank & Trust
North Carolina
$38.9M +$2.15M +41,564 +6%
OAM
300
Origin Asset Management
United Kingdom
$38.8M +$6.32M +122,300 +19%
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