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JPMorgan Chase
JPM

1,598 hedge funds and large institutions have $146B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,598 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.12% more ownership

Funds ownership: 0% → 73.12% (+73%)

4% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.39B

Holders
1,598
Holders Change
+1,598
Holders Change %
–
% of All Funds
52.14%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
% of All Funds
12.01%
New
1,598
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 		Change in
Stake
QF
326
QVT Financial
New York
$32.8M +$31.6M +621,460 New
WTNA
327
Wilmington Trust National Association
Delaware
$32.7M +$31.5M +619,654 New
MCM
328
McKinley Capital Management
Alaska
$32.6M +$31.4M +617,482 New
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$32.1M +$30.9M +608,650 New
MAA
330
Matrix Asset Advisors
New York
$32M +$30.8M +606,033 New
WJA
331
Williams Jones & Associates
New York
$31.8M +$30.6M +602,655 New
TAM
332
Taylor Asset Management
Ontario, Canada
$31.8M +$30.6M +602,500 New
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$31.8M +$30.6M +602,352 New
ADEF
334
Adams Diversified Equity Fund
Maryland
$31.7M +$30.5M +600,000 New
AG
335
Aperio Group
California
$31.4M +$30.3M +595,590 New
WA
336
Wasatch Advisors
Utah
$31.4M +$30.3M +595,562 New
AR
337
Advisory Research
Illinois
$31.3M +$30.1M +592,555 New
ICM
338
ICC Capital Management
Florida
$30.9M +$29.8M +585,473 New
IIM
339
Ivory Investment Management
New York
$30.7M +$29.5M +581,107 New
SBH
340
Segall Bryant & Hamill
Illinois
$30.4M +$29.3M +576,326 New
WT
341
Whittier Trust
California
$30.1M +$29M +570,248 New
PFC
342
Poplar Forest Capital
California
$29.6M +$28.5M +560,622 New
PSUF
343
People's United Financial
Connecticut
$29.6M +$28.5M +559,963 New
OPERF
344
Oregon Public Employees Retirement Fund
Oregon
$29.2M +$28.1M +553,085 New
ELC
345
Edgar Lomax Company
Virginia
$29.1M +$28M +551,312 New
DAM
346
Davis Asset Management
California
$29M +$27.9M +548,710 New
PI
347
PineBridge Investments
New York
$28.6M +$27.5M +541,879 New
ECA
348
Endeavour Capital Advisors
Connecticut
$28.5M +$27.4M +539,664 New
M2MC
349
Matthew 25 Management Corp
Pennsylvania
$28.2M +$27.2M +535,000 New
WT
350
Washington Trust
Rhode Island
$28.2M +$27.1M +533,588 New
12 13
14
15 16

JPM Hedge Fund Activity: Q2 2013 in Review

1,598 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2013, worth a combined $146B.

Buyers outnumbered sellers: 1,598 funds opened new JPM positions and 0 closed out — a net gain of 1,598 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,598 institutional investors held JPMorgan Chase (JPM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $146B of JPMorgan Chase stock for Q2 2013.
  • 1,598 funds opened new JPMorgan Chase positions in Q2 2013 and 0 closed out, a net change of +1,598 holders.

Based on aggregated 13F filings for Q2 2013.