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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
ZIM
351
Zacks Investment Management
Illinois
$27.8M +$26.8M +526,400 New
HighTower Advisors
352
HighTower Advisors
Illinois
$27.8M +$26.7M +526,081 New
JIR
353
James Investment Research
Ohio
$27.6M +$26.6M +523,431 New
RIM
354
RS Investment Management
California
$27.4M +$26.4M +519,500 New
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$27.4M +$26.4M +518,900 New
B
356
Baird
Wisconsin
$26.9M +$26M +510,452 New
BIC
357
Beach Investment Counsel
Pennsylvania
$26.7M +$25.8M +506,673 New
AIA
358
Avalon Investment & Advisory
Texas
$26.7M +$25.7M +505,386 New
Daiwa Securities Group
359
Daiwa Securities Group
Japan
$26.7M +$25.7M +505,220 New
ALA
360
Atherton Lane Advisers
California
$26.6M +$25.7M +504,651 New
AIM
361
ADAR Investment Management
New Jersey
$26.5M +$25.5M +502,172 New
CEI
362
Clark Estates Inc
New York
$26.2M +$25.3M +497,233 New
DCLA
363
Douglas C. Lane & Associates
New York
$26.2M +$25.3M +497,148 New
WCM
364
Wedge Capital Management
North Carolina
$26.1M +$25.2M +495,076 New
PTC
365
Philadelphia Trust Company
Pennsylvania
$26.1M +$25.1M +493,555 New
WF
366
Welch & Forbes
Massachusetts
$25.9M +$24.9M +490,291 New
UCFA
367
United Capital Financial Advisors
Texas
$25.6M +$24.6M +484,771 New
DGHMC
368
Dalton, Greiner, Hartman, Maher & Co
New York
$25.5M +$24.5M +482,538 New
MOACM
369
Mutual of America Capital Management
New York
$25.2M +$24.3M +477,899 New
WM
370
WCG Management
New York
$25.1M +$24.1M +475,000 New
GAI
371
General American Investors
New York
$25.1M +$24.1M +475,000 New
QI
372
QS Investors
New York
$25M +$24M +472,332 New
MCC
373
Mid Continent Capital
Illinois
$24.6M +$23.7M +466,100 New
PC
374
Polar Capital
United Kingdom
$24.5M +$23.6M +464,058 New
LPL Financial
375
LPL Financial
California
$24.3M +$33M +648,805 New
13 14
15
16 17

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.