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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
1
Eagle Asset Management
Florida
$795M
2
Capital World Investors
2
Capital World Investors
California
$3.24B
3
Franklin Resources
3
Franklin Resources
California
$2.74B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$283M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.87B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$359M
4
State Street
4
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$1.09B +$7.45M +144,215 +0.7%
Capital Research Global Investors
27
Capital Research Global Investors
California
$1.04B +$92M +1,779,000 +10%
TCIM
28
TIAA CREF Investment Management
New York
$1B +$51.5M +996,549 +5%
LPLP
29
Lansdowne Partners Limited Partnership
United Kingdom
$975M +$188M +3,628,886 +24%
Boston Partners
30
Boston Partners
Massachusetts
$954M +$43.5M +841,852 +5%
O
31
OppenheimerFunds
New York
$941M -$78.8M -1,524,488 -8%
Legal & General Group
32
Legal & General Group
United Kingdom
$937M +$923K +17,847 +0.1%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$887M +$103M +1,986,160 +13%
BIM
34
BlackRock Investment Management
Delaware
$862M -$9.64M -186,423 -1%
LSV Asset Management
35
LSV Asset Management
Illinois
$808M -$16.4M -318,148 -2%
UBS AM
36
UBS AM
Illinois
$802M -$110M -2,133,702 -12%
EAM
37
Eagle Asset Management
Florida
$795M +$696M +13,314,793 +699%
MAA
38
Managed Account Advisors
New Jersey
$720M -$25.8M -499,522 -3%
RFC
39
Russell Frank Company
Washington
$709M +$23.4M +451,835 +3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$706M -$126M -2,444,486 -15%
CS
41
Credit Suisse
Switzerland
$701M -$72M -1,393,787 -9%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$692M +$114M +2,202,452 +20%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$686M +$52.5M +1,016,191 +8%
EVM
44
Eaton Vance Management
Massachusetts
$684M -$40.8M -789,189 -6%
Fisher Asset Management
45
Fisher Asset Management
Washington
$680M +$3.08M +59,622 +0.5%
PI
46
Putnam Investments
Massachusetts
$664M +$49.1M +949,610 +8%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$641M -$57.3M -1,110,449 -8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$627M -$39M -755,054 -6%
Dodge & Cox
49
Dodge & Cox
California
$624M +$30.7M +594,517 +5%
Charles Schwab
50
Charles Schwab
California
$606M +$9.37M +180,424 +2%
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