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JPMorgan Chase
JPM

1,598 hedge funds and large institutions have $146B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,598 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.12% more ownership

Funds ownership: 0% → 73.12% (+73%)

4% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.39B

Holders
1,598
Holders Change
+1,598
Holders Change %
–
% of All Funds
52.14%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
% of All Funds
12.01%
New
1,598
Increased
–
Reduced
–
Closed
–
Calls
$2.48B
Puts
$2.39B
Net Calls
+$87.7M
Net Calls Change
+$87.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.11B +$1.07B +20,949,546 New
O
27
OppenheimerFunds
New York
$1.04B +$1B +19,729,030 New
TCIM
28
TIAA CREF Investment Management
New York
$972M +$936M +18,403,203 New
Capital Research Global Investors
29
Capital Research Global Investors
California
$968M +$932M +18,335,000 New
Legal & General Group
30
Legal & General Group
United Kingdom
$955M +$920M +18,099,033 New
UBS AM
31
UBS AM
Illinois
$932M +$897M +17,652,794 New
Boston Partners
32
Boston Partners
Massachusetts
$930M +$896M +17,616,367 New
BIM
33
BlackRock Investment Management
Delaware
$890M +$857M +16,858,715 New
AllianceBernstein
34
AllianceBernstein
Tennessee
$850M +$819M +16,109,002 New
LSV Asset Management
35
LSV Asset Management
Illinois
$842M +$811M +15,954,548 New
LPLP
36
Lansdowne Partners Limited Partnership
United Kingdom
$805M +$775M +15,240,748 New
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$801M +$771M +15,174,721 New
CS
38
Credit Suisse
Switzerland
$789M +$760M +14,951,492 New
MAA
39
Managed Account Advisors
New Jersey
$761M +$733M +14,423,880 New
EVM
40
Eaton Vance Management
Massachusetts
$741M +$713M +14,028,181 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$717M +$691M +13,582,228 New
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$714M +$688M +13,526,431 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$710M +$683M +13,439,759 New
RFC
44
Russell Frank Company
Washington
$701M +$675M +13,276,559 New
Fisher Asset Management
45
Fisher Asset Management
Washington
$691M +$665M +13,089,070 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$680M +$655M +12,888,280 New
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$646M +$623M +12,246,377 New
PI
48
Putnam Investments
Massachusetts
$628M +$605M +11,899,279 New
AL
49
AJO LP
Pennsylvania
$627M +$604M +11,878,500 New
Dodge & Cox
50
Dodge & Cox
California
$606M +$584M +11,486,202 New
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JPM Hedge Fund Activity: Q2 2013 in Review

1,598 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2013, worth a combined $146B.

Buyers outnumbered sellers: 1,598 funds opened new JPM positions and 0 closed out — a net gain of 1,598 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,598 institutional investors held JPMorgan Chase (JPM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $146B of JPMorgan Chase stock for Q2 2013.
  • 1,598 funds opened new JPMorgan Chase positions in Q2 2013 and 0 closed out, a net change of +1,598 holders.

Based on aggregated 13F filings for Q2 2013.