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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
+$696M
2
Capital World Investors
Capital World Investors
California
+$383M
3
Franklin Resources
Franklin Resources
California
+$312M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$217M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$214M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$858M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$410M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$336M
4
State Street
State Street
Massachusetts
-$195M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
501
Willis Investment Counsel
Georgia
$13.6M – – –
ACH
502
ArrowMark Colorado Holdings
Colorado
$13.6M -$7.15M -138,300 -34%
SCM
503
Stevens Capital Management
Pennsylvania
$13.4M +$13.4M +259,563 New
BSPF
504
British Steel Pension Fund
United Kingdom
$13.4M -$850K -16,443 -6%
FFIC
505
First Fiduciary Investment Counsel
Ohio
$13.4M +$243K +4,710 +2%
NIM
506
Nexus Investment Management
Ontario, Canada
$13.4M +$233K +4,500 +2%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$13.2M +$5.99M +115,886 +83%
ZA
508
Zweig Advisers
Connecticut
$13.2M -$1.19M -23,000 -8%
MWAC
509
Mariner Wealth Advisors (Cincinnati)
Ohio
$13M +$195K +3,779 +2%
MP
510
MSD Partners
New York
$12.9M – – –
Jacobs Levy Equity Management
511
Jacobs Levy Equity Management
New Jersey
$12.9M +$279K +5,390 +2%
LAM
512
Lingohr Asset Management
Germany
$12.9M +$4.93M +95,436 +62%
SRC
513
Shufro Rose & Co
New York
$12.8M -$46.1K -891 -0.4%
SNC
514
Stifel Nicolaus & Co
Missouri
$12.8M -$688K -13,313 -5%
SGAM
515
Smith Group Asset Management
Texas
$12.8M -$1.5M -29,103 -11%
RP
516
Reinhart Partners
Wisconsin
$12.7M +$160K +3,100 +1%
FMW
517
Farr Miller & Washington
District of Columbia
$12.7M -$6.99M -135,225 -35%
ERM
518
Elm Ridge Management
New York
$12.7M +$12.7M +245,500 New
GCM
519
Grisanti Capital Management
New York
$12.6M -$2.67M -51,606 -17%
SCA
520
STALEY CAPITAL ADVISERS
Pennsylvania
$12.6M +$426K +8,244 +3%
QAM
521
QCI Asset Management
New York
$12.6M -$45.1K -872 -0.4%
SIM
522
Sentry Investment Management
Wisconsin
$12.6M +$3.49M +67,500 +38%
ZIC
523
ZWJ Investment Counsel
Georgia
$12.5M +$2.33K +45 +0%
FAB
524
First American Bank
Illinois
$12.5M +$2.48M +47,940 +25%
FBNAT
525
FirstMerit Bank N.A. Trustee
Ohio
$12.4M +$752K +14,548 +6%
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