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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 %
CI
526
Capital International
California
$12.4M -$3.39M -65,500 -21%
MAM
527
Martingale Asset Management
Massachusetts
$12.4M -$5.83M -112,733 -32%
WB
528
Webster Bank
Connecticut
$12.4M -$6.34M -122,668 -34%
CG
529
Colony Group
Massachusetts
$12.4M -$805K -15,569 -6%
NEAM
530
New England Asset Management
Connecticut
$12.4M +$414K +8,000 +3%
SLI
531
Sumitomo Life Insurance
Japan
$12.3M -$450K -8,707 -4%
V
532
Veritable
Delaware
$12.2M -$6.21M -120,192 -34%
BHIA
533
Birch Hill Investment Advisors
Massachusetts
$12.2M +$5.72M +110,656 +89%
SIP
534
Stoneridge Investment Partners
Pennsylvania
$12.1M -$207K -4,000 -2%
FMT
535
First Mercantile Trust
Tennessee
$12M +$691K +13,367 +6%
DCM
536
Donaldson Capital Management
Indiana
$12M +$1.2M +23,174 +11%
FIB
537
First Interstate Bank
Montana
$12M +$231K +4,476 +2%
LBC
538
Lowe Brockenbrough & Co
Virginia
$11.9M +$18.2K +352 +0.2%
GIM
539
Gyrus Investment Management
Ontario, Canada
$11.9M -$54.1K -1,018 -0.5%
LMGAM
540
Liberty Mutual Group Asset Management
Massachusetts
$11.7M -$5.2M -100,593 -31%
BMCMI
541
Bryn Mawr Capital Management Inc
Pennsylvania
$11.7M +$805K +15,571 +7%
NB
542
NBT Bank
New York
$11.7M +$626K +12,120 +6%
FDCC
543
Foster Dykema Cabot & Co
Massachusetts
$11.7M +$14K +270 +0.1%
Alyeska Investment Group
544
Alyeska Investment Group
Illinois
$11.6M -$5.17M -99,999 -31%
AIM
545
Avity Investment Management
Connecticut
$11.5M -$103K -2,001 -0.9%
WAM
546
Wolverine Asset Management
Illinois
$11.5M +$11.5M +222,020 New
JWM
547
Jacobus Wealth Management
Wisconsin
$11.4M – – –
SC
548
Skylands Capital
Wisconsin
$11.3M +$664K +12,850 +6%
NLGIA
549
Nippon Life Global Investors Americas
New York
$11.2M -$565K -10,930 -5%
MAM
550
Meeder Asset Management
Ohio
$11.2M +$2.21M +42,820 +25%
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