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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 %
TH
426
TCTC Holdings
Texas
$19.2M +$83.6K +1,617 +0.4%
PP
427
Prospector Partners
Connecticut
$19.2M -$2.9M -56,200 -13%
PP
428
Palladium Partners
Virginia
$19.1M +$509K +9,851 +3%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$19.1M -$525K -10,161 -3%
AIM
430
Assured Investment Management
New York
$18.9M +$1.45M +27,999 +8%
DJSG
431
D.J. St. Germain
Massachusetts
$18.8M +$390K +7,550 +2%
JCP
432
Jabre Capital Partners
Switzerland
$18.6M +$18.6M +380,000 New
CC
433
Chubb Corp
New Jersey
$18.6M – – –
CGM
434
Capital Growth Management
Massachusetts
$18.6M +$18.6M +360,000 New
CTI
435
Community Trust & Investment
Kentucky
$18.2M +$636K +12,308 +4%
IIM
436
Ivory Investment Management
New York
$18.2M -$11.9M -229,607 -40%
DC
437
Deere & Company
Illinois
$18.1M +$106K +2,051 +0.6%
FG
438
FSI Group
Ohio
$18.1M +$11.4M +219,682 +169%
FNBOO
439
First National Bank of Omaha
Nebraska
$18.1M -$282K -5,462 -2%
WJA
440
Williams Jones & Associates
New York
$18M -$13.1M -254,212 -42%
CCP
441
Clough Capital Partners
Massachusetts
$18M +$11M +213,100 +158%
ESBC
442
E.S. Barr & Co
Kentucky
$17.9M -$89K -1,722 -0.5%
AMI
443
Amica Mutual Insurance
Rhode Island
$17.9M – – –
CIA
444
CCM Investment Advisers
South Carolina
$17.9M +$1.86M +35,894 +12%
NAM
445
North American Management
Massachusetts
$17.8M +$828K +16,012 +5%
HPC
446
HM Payson & Co
Maine
$17.8M -$381K -7,379 -2%
LCM
447
Lomas Capital Management
New York
$17.8M +$1.22M +23,601 +7%
ANI
448
American National Insurance
Texas
$17.7M – – –
SAM
449
Securian Asset Management
Minnesota
$17.6M +$40.7K +787 +0.2%
AFG
450
American Financial Group
Ohio
$17.6M – – –
16 17
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