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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 %
JAM
326
Jupiter Asset Management
United Kingdom
$34.6M -$14.8M -287,113 -30%
AG
327
Aperio Group
California
$34.3M +$3.52M +68,014 +11%
ARC
328
Absolute Return Capital
Massachusetts
$34.3M -$604K -11,690 -2%
ECM
329
Estabrook Capital Management
New York
$34.2M -$1.51M -29,288 -4%
Mirae Asset Global Investments
330
Mirae Asset Global Investments
South Korea
$34M +$2.85M +55,158 +9%
WTNA
331
Wilmington Trust National Association
Delaware
$33.9M +$1.85M +35,730 +6%
BFS
332
Bradley Foster & Sargent
Connecticut
$33M +$92.1K +1,782 +0.3%
UOC
333
UBS O'Connor
Illinois
$32M +$10.1M +195,944 +46%
MCM
334
McKinley Capital Management
Alaska
$31.7M -$244K -4,711 -0.8%
ADEF
335
Adams Diversified Equity Fund
Maryland
$31M – – –
QF
336
QVT Financial
New York
$30.9M -$1.23M -23,800 -4%
MAA
337
Matrix Asset Advisors
New York
$30.7M -$665K -12,868 -2%
UCFA
338
United Capital Financial Advisors
Texas
$30.4M +$5.33M +103,050 +21%
DILH
339
Dai-ichi Life Holdings
Japan
$30.3M -$12.5M -240,929 -29%
MCC
340
Mid Continent Capital
Illinois
$30.2M +$6.12M +118,433 +25%
Bessemer Group
341
Bessemer Group
New Jersey
$29.9M -$38.9M -753,239 -57%
LPL Financial
342
LPL Financial
California
$29.6M -$4.6M -87,228 -13%
NMERB
343
New Mexico Educational Retirement Board
New Mexico
$29.3M -$2.18M -42,100 -7%
GH
344
GAM Holding
Switzerland
$29.3M -$14.5M -281,041 -33%
WT
345
Whittier Trust
California
$29.2M -$246K -4,756 -0.8%
ZIM
346
Zacks Investment Management
Illinois
$29.1M +$1.93M +37,355 +7%
FWCM
347
Ferguson Wellman Capital Management
Oregon
$29M +$9.32M +180,273 +47%
QI
348
QS Investors
New York
$28.8M +$4.42M +85,503 +18%
PSUF
349
People's United Financial
Connecticut
$28.8M -$134K -2,589 -0.5%
OPERF
350
Oregon Public Employees Retirement Fund
Oregon
$28.2M -$397K -7,688 -1%
12 13
14
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