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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 %
AIA
376
Avalon Investment & Advisory
Texas
$24.8M -$1.29M -25,033 -5%
Zurich Cantonal Bank
377
Zurich Cantonal Bank
Switzerland
$24.8M +$4.79M +92,757 +24%
WA
378
Wasatch Advisors
Utah
$24.7M -$6.09M -117,836 -20%
SBH
379
Segall Bryant & Hamill
Illinois
$24.6M -$5.21M -100,855 -17%
DGHMC
380
Dalton, Greiner, Hartman, Maher & Co
New York
$24.3M -$606K -11,716 -2%
CFB
381
Cullen/Frost Bankers
Texas
$24.2M +$749K +14,481 +3%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$23.9M +$4.15M +80,311 +21%
Bank of Nova Scotia
383
Bank of Nova Scotia
Ontario, Canada
$23.8M +$3.28M +63,462 +16%
MCM
384
Maltese Capital Management
New York
$23.5M +$9.3M +180,000 +65%
GAI
385
General American Investors
New York
$23.3M -$1.29M -25,000 -5%
PFC
386
Poplar Forest Capital
California
$23.3M -$5.72M -110,725 -20%
MC
387
Muhlenkamp & Co
Pennsylvania
$23.1M +$65.4K +1,265 +0.3%
BVDMP
388
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$23.1M – – –
AIMCA
389
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.9M +$2.94M +56,900 +15%
CCM
390
Cadence Capital Management
Massachusetts
$22.8M +$13.3M +257,643 +141%
OC
391
Oppenheimer & Co
New York
$22.6M +$4.37M +84,484 +24%
WCM
392
Winton Capital Management
United Kingdom
$22.4M -$553K -10,692 -2%
PA
393
Pinnacle Associates
New York
$22.2M +$2M +38,595 +10%
VDI
394
Vaughan David Investments
Illinois
$22.2M -$729K -14,110 -3%
M&T Bank
395
M&T Bank
New York
$22.2M -$218K -4,223 -1%
IAM
396
Impax Asset Management
New Hampshire
$22.1M +$519K +10,044 +2%
BCM
397
Bridgeway Capital Management
Texas
$22.1M +$3.22M +62,240 +17%
BAIA
398
Bel Air Investment Advisors
California
$22M +$170K +3,294 +0.8%
SPC
399
Stewart & Patten Company
California
$21.6M -$1.43M -27,636 -6%
LWCA
400
Locust Wood Capital Advisers
New York
$21.5M +$7.6M +147,000 +55%
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