We are live on ! Find out more
JPM icon

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
JPMIA
601
J.P. Marvel Investment Advisors
Massachusetts
$8.9M +$8.58M +168,696 New
RG
602
Rathbones Group
United Kingdom
$8.85M +$8.52M +167,552 New
RMA
603
Roffman Miller Associates
Pennsylvania
$8.82M +$8.5M +167,168 New
CW
604
Cobiz Wealth
Colorado
$8.69M +$8.37M +164,602 New
PVH
605
Psagot Value Holdings
Israel
$8.69M +$8.36M +164,511 New
GCC
606
Guardian Capital (Canada)
Ontario, Canada
$8.66M +$8.34M +163,967 New
HAM
607
Highstreet Asset Management
Ontario, Canada
$8.63M +$8.31M +163,494 New
MLL
608
Moody Lynn & Lieberson
Massachusetts
$8.63M +$8.31M +163,471 New
OA
609
OFI Advisors
Pennsylvania
$8.58M +$8.26M +162,521 New
CCA
610
Cobblestone Capital Advisors
New York
$8.57M +$8.25M +162,265 New
SIC
611
Salem Investment Counselors
North Carolina
$8.56M +$8.25M +162,218 New
PWP
612
Private Wealth Partners
California
$8.55M +$8.23M +161,947 New
PCM
613
Palisade Capital Management
New Jersey
$8.54M +$8.23M +161,861 New
AP
614
Appleton Partners
Massachusetts
$8.48M +$8.17M +160,717 New
WTC
615
WhitTier Trust Company
Nevada
$8.45M +$8.14M +160,119 New
Rafferty Asset Management
616
Rafferty Asset Management
New York
$8.43M +$8.11M +159,586 New
NCM
617
Noesis Capital Mangement
Florida
$8.41M +$8.1M +159,240 New
CCT
618
Chemung Canal Trust
New York
$8.37M +$8.06M +158,493 New
MWR
619
McAdams Wright Ragen
Washington
$8.36M +$8.06M +158,439 New
MC
620
MSF Capital
New York
$8.34M – – –
CCM
621
Cohen Capital Management
California
$8.24M +$7.94M +156,125 New
SM
622
Stratton Management
Pennsylvania
$8.21M +$7.91M +155,611 New
CCMG
623
Clark Capital Management Group
Pennsylvania
$8.2M +$7.9M +155,402 New
SCP
624
Sandhill Capital Partners
New York
$8.17M +$7.87M +154,795 New
TBA
625
Tower Bridge Advisors
Pennsylvania
$8.14M +$7.84M +154,246 New
23 24
25
26 27

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.