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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 %
HCMT
551
Highland Capital Management (Tennessee)
Tennessee
$11.2M -$9.82K -190 -0.1%
LI
552
LMCG Investments
Massachusetts
$11.1M +$108K +2,083 +1%
SGDR
553
SPX Gestao de Recursos
Brazil
$11.1M +$6.46M +125,000 +140%
LMIM
554
Lockheed Martin Investment Management
Maryland
$11M +$5.17M +100,000 +89%
CHA
555
Cedar Hill Associates
Illinois
$10.8M -$119K -2,308 -1%
GLRA
556
Gerald L. Ray & Associates
Texas
$10.8M -$67K -1,296 -0.6%
FBP
557
Flippin Bruce & Porter
Virginia
$10.7M -$35.4K -684 -0.3%
TCM
558
Tufton Capital Management
Maryland
$10.7M -$331K -6,395 -3%
CAM
559
Carret Asset Management
New York
$10.7M -$55.3K -1,070 -0.5%
DPIM
560
Duff & Phelps Investment Management
Illinois
$10.6M -$12.9K -250 -0.1%
NLI
561
Nippon Life Insurance
Japan
$10.6M -$520K -10,051 -5%
LIA
562
LS Investment Advisors
Michigan
$10.4M -$71.6K -1,386 -0.7%
CII
563
Capital International Inc
California
$10.4M -$12.3M -238,766 -54%
CBB
564
Citizens Business Bank
California
$10.4M -$281K -5,445 -3%
LCP
565
Lombardia Capital Partners
California
$10.3M -$1M -19,367 -9%
PA
566
Profund Advisors
Maryland
$10.3M -$505K -9,778 -5%
TCM
567
Tegean Capital Management
New York
$10.3M – – –
EWA
568
EP Wealth Advisors
California
$10.3M +$341K +6,603 +3%
TAM
569
Tocqueville Asset Management
New York
$10.2M +$235K +4,550 +2%
SSG
570
Summit Securities Group
New York
$10.2M +$4.97M +96,100 +95%
PAM
571
Private Asset Management
California
$10.2M -$258K -4,998 -2%
WAM
572
Wood Asset Management
Florida
$10.2M -$1.15M -22,279 -10%
TCM
573
Twin Capital Management
Pennsylvania
$10.1M -$168K -3,250 -2%
CSC
574
Cove Street Capital
California
$10.1M -$349K -6,750 -3%
BCM
575
Brookmont Capital Management
Texas
$10M +$3.96M +76,678 +65%
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