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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 %
BF
401
BOK Financial
Oklahoma
$21.5M -$541K -10,470 -2%
ONB
402
Old National Bancorp
Indiana
$21.4M -$19.7K -382 -0.1%
TMAM
403
Tokio Marine Asset Management
Japan
$21.4M -$952K -18,423 -4%
CAM
404
ClariVest Asset Management
California
$21.2M +$1.31M +25,322 +7%
TCT
405
TIAA CREF Trust
Missouri
$21.1M +$461K +8,927 +2%
BPBT
406
Boston Private Bank & Trust
Massachusetts
$20.9M +$558K +10,798 +3%
WMSA
407
Weiss Multi-Strategy Advisers
New York
$20.9M +$7.82M +151,290 +60%
SCM
408
Sirios Capital Management
Massachusetts
$20.7M +$7.26M +140,440 +54%
B
409
BP
United Kingdom
$20.7M – – –
JAM
410
JCIC Asset Management
Ontario, Canada
$20.6M +$1.03M +19,845 +5%
MC
411
Martin Currie
United Kingdom
$20.5M -$651K -12,600 -3%
AAM
412
Aberdeen Asset Management
United Kingdom
$20.5M -$2.31M -44,720 -10%
MME
413
Meag Munich Ergo
Germany
$20.4M +$11.3M +218,167 +125%
CIP
414
Chartwell Investment Partners
Pennsylvania
$20.4M +$1.31M +25,300 +7%
BAM
415
Barrett Asset Management
New York
$20.3M -$2.9M -56,150 -13%
WB
416
WesBanco Bank
West Virginia
$20.3M +$126K +2,445 +0.6%
BIP
417
Brandes Investment Partners
California
$20.2M +$1.39M +26,848 +7%
DIA
418
Dana Investment Advisors
Wisconsin
$20M -$682K -13,185 -3%
BSA
419
Braun Stacey Associates
New York
$20M -$1.46M -28,215 -7%
MWNA
420
Marshall Wace North America
New York
$19.9M +$13.3M +256,647 +199%
BUB
421
BBVA USA Bancshares
Texas
$19.9M +$629K +12,169 +3%
FC
422
Fiera Capital
New York
$19.8M -$3.27M -63,330 -14%
AI
423
Analytic Investors
California
$19.7M +$19.4M +374,606 +5,601%
MHC
424
Meyer Handelman Company
New York
$19.5M +$28.4K +550 +0.1%
Commonwealth Equity Services
425
Commonwealth Equity Services
Massachusetts
$19.3M +$1.39M +26,879 +8%
15 16
17
18 19