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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
SNC
501
Stifel Nicolaus & Co
Missouri
$13.7M +$13.2M +260,357 New
SCM
502
Sirios Capital Management
Massachusetts
$13.7M +$13.2M +259,910 New
WIC
503
Willis Investment Counsel
Georgia
$13.6M +$13.1M +258,200 New
CG
504
Colony Group
Massachusetts
$13.5M +$13M +255,045 New
FFIC
505
First Fiduciary Investment Counsel
Ohio
$13.4M +$12.9M +254,630 New
BP
506
Banyan Partners
Florida
$13.4M +$12.9M +254,463 New
RJFSA
507
Raymond James Financial Services Advisors
Florida
$13.4M +$12.9M +253,459 New
WMSA
508
Weiss Multi-Strategy Advisers
New York
$13.3M +$12.9M +252,830 New
NEI
509
Northwest & Ethical Investments
Ontario, Canada
$13.3M +$12.8M +251,425 New
AF
510
Ally Financial
Michigan
$13.2M +$12.7M +250,000 New
MP
511
MSD Partners
New York
$13.2M +$12.7M +250,000 New
SRC
512
Shufro Rose & Co
New York
$13.2M +$12.7M +249,385 New
MWAC
513
Mariner Wealth Advisors (Cincinnati)
Ohio
$13.1M +$12.6M +248,516 New
SBCM
514
Schwerin Boyle Capital Management
Massachusetts
$13.1M +$12.6M +248,275 New
SLI
515
Sumitomo Life Insurance
Japan
$13.1M +$12.6M +247,250 New
QAM
516
QCI Asset Management
New York
$12.9M +$12.4M +244,648 New
Jacobs Levy Equity Management
517
Jacobs Levy Equity Management
New Jersey
$12.9M +$12.4M +243,690 New
RP
518
Reinhart Partners
Wisconsin
$12.9M +$12.4M +243,445 New
ZIC
519
ZWJ Investment Counsel
Georgia
$12.7M +$12.3M +241,290 New
SIP
520
Stoneridge Investment Partners
Pennsylvania
$12.5M +$12.1M +237,588 New
GIM
521
Gyrus Investment Management
Ontario, Canada
$12.5M +$11.4M +224,378 New
SCA
522
STALEY CAPITAL ADVISERS
Pennsylvania
$12.5M +$12M +236,230 New
FTIOP
523
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.3M +$11.8M +232,575 New
NEAM
524
New England Asset Management
Connecticut
$12.2M +$11.8M +231,400 New
LBC
525
Lowe Brockenbrough & Co
Virginia
$12.1M +$11.7M +229,765 New
19 20
21
22 23

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.