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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 %
DL
351
Delta Lloyd
Netherlands
$28.2M -$18.8M -363,161 -40%
WCM
352
Wedge Capital Management
North Carolina
$28.2M +$2.56M +49,570 +10%
ZCM
353
Ziegler Capital Management
Illinois
$28.1M +$6.7M +129,580 +31%
ICM
354
ICC Capital Management
Florida
$28.1M -$2.2M -42,586 -7%
ECA
355
Endeavour Capital Advisors
Connecticut
$27.9M – – –
PCM
356
Pentwater Capital Management
Florida
$27.7M -$13.8M -266,752 -33%
JIR
357
James Investment Research
Ohio
$27.6M +$591K +11,443 +2%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$27.6M +$4.54M +87,906 +20%
WT
359
Washington Trust
Rhode Island
$27.2M -$382K -7,393 -1%
AIA
360
Affinity Investment Advisors
California
$27.2M -$10.3M -198,773 -27%
HighTower Advisors
361
HighTower Advisors
Illinois
$27.1M -$83.5K -1,618 -0.3%
HI
362
HBK Investments
Texas
$26.9M +$26.9M +521,127 New
DAM
363
Davis Asset Management
California
$26.8M -$1.55M -30,000 -5%
AR
364
Advisory Research
Illinois
$26.7M -$3.9M -75,513 -13%
B
365
Baird
Wisconsin
$26.5M +$74.6K +1,443 +0.3%
SCM
366
Smead Capital Management
Arizona
$26.2M +$4.16M +80,529 +19%
ELC
367
Edgar Lomax Company
Virginia
$26.1M -$2.35M -45,500 -8%
CEI
368
Clark Estates Inc
New York
$26.1M +$388K +7,500 +2%
WF
369
Welch & Forbes
Massachusetts
$25.8M +$469K +9,064 +2%
Daiwa Securities Group
370
Daiwa Securities Group
Japan
$25.7M -$377K -7,300 -1%
DCLA
371
Douglas C. Lane & Associates
New York
$25.5M -$236K -4,575 -0.9%
PTC
372
Philadelphia Trust Company
Pennsylvania
$25.3M -$223K -4,305 -0.9%
ALA
373
Atherton Lane Advisers
California
$25.1M -$943K -18,240 -4%
SMDAM
374
Sumitomo Mitsui DS Asset Management
Japan
$25.1M -$1.7M -32,977 -6%
MOACM
375
Mutual of America Capital Management
New York
$24.9M +$210K +4,071 +0.9%
13 14
15
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