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JPMorgan Chase
JPM

Overview Fund Activity

1,596 hedge funds and large institutions have $145B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,596 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+1,596
Holders Change %
–
% of All Funds
52.11%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
%
% of All Funds
12.01%
New
1,596
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 		Shares
Change %
RG
601
Rathbones Group
United Kingdom
$8.85M +$8.85M +167,552 New
RMA
602
Roffman Miller Associates
Pennsylvania
$8.83M +$8.83M +167,168 New
CW
603
Cobiz Wealth
Colorado
$8.69M +$8.69M +164,602 New
PVH
604
Psagot Value Holdings
Israel
$8.69M +$8.69M +164,511 New
GC
605
Guardian Capital
Ontario, Canada
$8.66M +$8.66M +163,967 New
HAM
606
Highstreet Asset Management
Ontario, Canada
$8.63M +$8.63M +163,494 New
MLL
607
Moody Lynn & Lieberson
Massachusetts
$8.63M +$8.63M +163,471 New
OA
608
OFI Advisors
Pennsylvania
$8.58M +$8.58M +162,521 New
CCA
609
Cobblestone Capital Advisors
New York
$8.57M +$8.57M +162,265 New
SIC
610
Salem Investment Counselors
North Carolina
$8.56M +$8.56M +162,218 New
PWP
611
Private Wealth Partners
California
$8.55M +$8.55M +161,947 New
PCM
612
Palisade Capital Management
New Jersey
$8.55M +$8.55M +161,861 New
AP
613
Appleton Partners
Massachusetts
$8.48M +$8.48M +160,717 New
WTC
614
WhitTier Trust Company
Nevada
$8.45M +$8.45M +160,119 New
Rafferty Asset Management
615
Rafferty Asset Management
New York
$8.43M +$8.43M +159,586 New
NCM
616
Noesis Capital Mangement
Florida
$8.41M +$8.41M +159,240 New
CCT
617
Chemung Canal Trust
New York
$8.37M +$8.37M +158,493 New
MWR
618
McAdams Wright Ragen
Washington
$8.36M +$8.36M +158,439 New
MC
619
MSF Capital
New York
$8.34M – – –
CCM
620
Cohen Capital Management
California
$8.24M +$8.24M +156,125 New
SM
621
Stratton Management
Pennsylvania
$8.22M +$8.22M +155,611 New
CCMG
622
Clark Capital Management Group
Pennsylvania
$8.2M +$8.2M +155,402 New
SCP
623
Sandhill Capital Partners
New York
$8.17M +$8.17M +154,795 New
TBA
624
Tower Bridge Advisors
Pennsylvania
$8.14M +$8.14M +154,246 New
FPCM
625
Financial Partners Capital Management
New York
$8.1M +$8.1M +153,347 New
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