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JPMorgan Chase
JPM

Overview Fund Activity

1,596 hedge funds and large institutions have $145B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,596 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+1,596
Holders Change %
–
% of All Funds
52.11%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
%
% of All Funds
12.01%
New
1,596
Increased
–
Reduced
–
Closed
–
Calls
$2.48B
Puts
$2.39B
Net Calls
+$87.7M
Net Calls Change
+$87.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
WTNA
326
Wilmington Trust National Association
Delaware
$32.7M +$32.7M +619,654 New
MCM
327
McKinley Capital Management
Alaska
$32.6M +$32.6M +617,482 New
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$32.1M +$32.1M +608,650 New
MAA
329
Matrix Asset Advisors
New York
$32M +$32M +606,033 New
WJA
330
Williams Jones & Associates
New York
$31.8M +$31.8M +602,655 New
TAM
331
Taylor Asset Management
Ontario, Canada
$31.8M +$31.8M +602,500 New
Mirae Asset Global Investments
332
Mirae Asset Global Investments
South Korea
$31.8M +$31.8M +602,352 New
ADEF
333
Adams Diversified Equity Fund
Maryland
$31.7M +$31.7M +600,000 New
AG
334
Aperio Group
California
$31.4M +$31.4M +595,590 New
WA
335
Wasatch Advisors
Utah
$31.4M +$31.4M +595,562 New
AR
336
Advisory Research
Illinois
$31.3M +$31.3M +592,555 New
ICM
337
ICC Capital Management
Florida
$30.9M +$30.9M +585,473 New
IIM
338
Ivory Investment Management
New York
$30.7M +$30.7M +581,107 New
SBH
339
Segall Bryant & Hamill
Illinois
$30.4M +$30.4M +576,326 New
WT
340
Whittier Trust
California
$30.1M +$30.1M +570,248 New
PFC
341
Poplar Forest Capital
California
$29.6M +$29.6M +560,622 New
PSUF
342
People's United Financial
Connecticut
$29.6M +$29.6M +559,963 New
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$29.2M +$29.2M +553,085 New
ELC
344
Edgar Lomax Company
Virginia
$29.1M +$29.1M +551,312 New
DAM
345
Davis Asset Management
California
$29M +$29M +548,710 New
PI
346
PineBridge Investments
New York
$28.6M +$28.6M +541,879 New
ECA
347
Endeavour Capital Advisors
Connecticut
$28.5M +$28.5M +539,664 New
M2MC
348
Matthew 25 Management Corp
Pennsylvania
$28.2M +$28.2M +535,000 New
WT
349
Washington Trust
Rhode Island
$28.2M +$28.2M +533,588 New
ZIM
350
Zacks Investment Management
Illinois
$27.8M +$27.8M +526,400 New
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