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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 %
BP
451
Banyan Partners
Florida
$17.5M +$4.34M +83,886 +33%
First Trust Advisors
452
First Trust Advisors
Illinois
$17.4M -$1.44M -27,779 -8%
TSW
453
Thompson Siegel & Walmsley
Virginia
$17.2M -$2.48M -47,901 -13%
DSI
454
Daiwa SB Investments
Japan
$17.1M -$3.26M -63,063 -16%
KB
455
Kimelman & Baird
New York
$17M +$33.6K +650 +0.2%
Janney Montgomery Scott
456
Janney Montgomery Scott
Pennsylvania
$16.8M +$11.3M +218,707 +204%
B
457
Barings
North Carolina
$16.7M -$848K -16,400 -5%
JVBC
458
J.V. Bruni & Co
Colorado
$16.6M -$85K -1,644 -0.5%
SCM
459
SKBA Capital Management
California
$16.6M -$310K -6,000 -2%
GP
460
GLG Partners
United Kingdom
$16.5M +$16.5M +318,632 New
ISL
461
Ingalls & Snyder LLC
New York
$16.4M +$5.54M +107,186 +51%
CSIC
462
Clifford Swan Investment Counsel
California
$16.4M +$44.8K +867 +0.3%
WI
463
Wafra Inc
New York
$16.3M – – –
PFM
464
Parsec Financial Management
North Carolina
$16.2M +$157K +3,037 +1%
CIS
465
Capital International Sarl
California
$16.2M +$2.57M +49,730 +19%
JAFL
466
Jay A. Fishman Ltd
Michigan
$16.2M -$160K -3,100 -1%
TM
467
Tiger Management
New York
$16.2M -$1.85M -35,800 -10%
KRS
468
Kentucky Retirement Systems
Kentucky
$16.2M +$16.2M +312,664 New
FWIA
469
Fort Washington Investment Advisors
Ohio
$16.1M +$10.2M +197,385 +172%
LC
470
Loews Corp
New York
$16M -$3.9M -75,500 -20%
GC
471
Guardian Capital
Ontario, Canada
$16M +$7.56M +146,306 +89%
KWILP
472
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.9M -$6.67M -129,055 -30%
WSFS
473
Wilmington Savings Fund Society
Delaware
$15.9M +$207K +4,002 +1%
FT
474
Fiduciary Trust
Massachusetts
$15.8M -$185K -3,587 -1%
ABC
475
Associated Banc-Corp
Wisconsin
$15.8M +$1.98M +38,318 +14%
17 18
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