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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 %
PAM
576
Paradigm Asset Management
New York
$9.92M +$9.33M +180,500 +1,590%
CPSAC
577
Chas P. Smith & Associates (CPS)
Florida
$9.91M +$343K +6,640 +4%
SC
578
Scotia Capital
Ontario, Canada
$9.91M -$1.09M -21,139 -10%
ACM
579
Azimuth Capital Management
Michigan
$9.88M +$2.85M +55,115 +41%
QIM
580
Quest Investment Management
Oregon
$9.86M +$9.86M +190,705 New
AIA
581
Alerus Investment Advisors
Minnesota
$9.8M -$1.99M -38,550 -17%
DDPIC
582
Deroy & Devereaux Private Investment Counsel
Michigan
$9.8M +$116K +2,253 +1%
WIM
583
Waverton Investment Management
United Kingdom
$9.8M +$9.25M +179,000 +1,705%
AAM
584
Advisors Asset Management
Colorado
$9.79M -$1.28M -24,781 -12%
Connor, Clark & Lunn Investment Management (CC&L)
585
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.78M +$2.75M +51,800 +39%
MCTIC
586
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$9.71M -$80.6K -1,560 -0.8%
RA
587
Rational Advisors
New York
$9.65M -$56.9K -1,100 -0.6%
HCMNY
588
Howard Capital Management (New York)
New York
$9.64M +$253K +4,896 +3%
SCM
589
Sterling Capital Management
North Carolina
$9.59M +$2.8M +54,130 +41%
SCM
590
Stux Capital Management
New York
$9.57M -$6.6M -127,700 -41%
CAM
591
Cypress Asset Management
Texas
$9.54M -$114K -2,206 -1%
EGA
592
Eagle Global Advisors
Texas
$9.49M +$2.42M +46,839 +34%
Jones Financial Companies
593
Jones Financial Companies
Missouri
$9.4M +$348K +6,737 +4%
FTIOP
594
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.39M -$2.63M -50,921 -22%
LM
595
Lincluden Management
Ontario, Canada
$9.39M -$12.7K -245 -0.1%
PVH
596
Psagot Value Holdings
Israel
$9.34M +$840K +16,253 +10%
BCM
597
Buckhead Capital Management
Georgia
$9.34M -$521K -10,083 -5%
Toronto Dominion Bank
598
Toronto Dominion Bank
Ontario, Canada
$9.29M -$862K -16,723 -8%
APFBOT
599
Amica Pension Fund Board of Trustees
Rhode Island
$9.25M – – –
AT
600
Arvest Trust
Oklahoma
$9.25M -$82.9K -1,603 -0.9%
22 23
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