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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 %
AF
476
Ally Financial
Michigan
$15.5M +$2.58M +50,000 +20%
WPC
477
Waters Parkerson & Co
Louisiana
$15.1M +$174K +3,365 +1%
BAM
478
Berkshire Asset Management
Pennsylvania
$15.1M +$1.22M +23,668 +9%
MCM
479
MAI Capital Management
Ohio
$15M +$707K +13,680 +5%
CIA
480
CSat Investment Advisory
Michigan
$15M +$3.79M +73,230 +34%
HIMC
481
Heritage Investors Management Corp
Maryland
$14.9M +$184K +3,565 +1%
OPCM
482
Osborne Partners Capital Management
California
$14.9M +$940K +18,190 +7%
TAM
483
Trillium Asset Management
Massachusetts
$14.9M +$233K +4,517 +2%
ZAM
484
Zenit Asset Management
Sweden
$14.8M +$779K +15,000 +6%
KCM
485
Kornitzer Capital Management
Kansas
$14.8M -$543K -10,499 -4%
RIL
486
Rothschild Investment LLC
Illinois
$14.7M -$281K -5,445 -2%
CONA
487
Capital One National Association
New York
$14.6M +$789K +15,266 +6%
GJL
488
Gendell Jeffrey L
$14.5M +$4M +77,431 +38%
BII
489
Baring International Investment
United Kingdom
$14.5M -$8.81M -170,406 -38%
GLA
490
Great Lakes Advisors
Illinois
$14.4M +$117K +2,265 +0.8%
SF
491
Synovus Financial
Georgia
$14.4M +$537K +10,381 +4%
MI
492
Markston International
New York
$14.3M -$1.07M -20,700 -7%
BCAM
493
Boston Common Asset Management
Massachusetts
$14.3M -$471K -9,105 -3%
SCM
494
Schneider Capital Management
Pennsylvania
$14.2M -$1.73M -33,550 -11%
FBA
495
Front Barnett Associates
Illinois
$14.1M -$6.98K -135 -0%
SBCM
496
Schwerin Boyle Capital Management
Massachusetts
$14M +$1.21M +23,400 +9%
MLM
497
Mount Lucas Management
Pennsylvania
$14M +$14M +271,580 New
PL
498
Perpetual Ltd
Australia
$14M -$4.72M -91,355 -25%
NEI
499
Northwest & Ethical Investments
Ontario, Canada
$13.8M +$775K +15,000 +6%
MPI
500
Mairs & Power Inc
Minnesota
$13.7M -$2.21M -42,659 -14%
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