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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 %
CIC
601
Cornercap Investment Counsel
Georgia
$9.21M +$124K +2,402 +1%
RG
602
Rathbones Group
United Kingdom
$9.14M +$474K +9,175 +5%
CS
603
Central Securities
New York
$9.05M +$3.88M +75,000 +75%
RJFSA
604
Raymond James Financial Services Advisors
Florida
$9.02M -$4.08M -78,939 -31%
RMA
605
Roffman Miller Associates
Pennsylvania
$9.01M +$370K +7,160 +4%
CC
606
Colrain Capital
Massachusetts
$8.97M -$993K -19,219 -10%
DADC
607
D.A. Davidson & Co
Montana
$8.94M +$140K +2,706 +2%
SAM
608
Strategy Asset Managers
California
$8.9M -$296K -5,717 -3%
PWP
609
Private Wealth Partners
California
$8.89M +$518K +10,028 +6%
CF
610
CNA Financial
Illinois
$8.85M – – –
OA
611
OFI Advisors
Pennsylvania
$8.83M +$426K +8,232 +5%
WAM
612
Winslow Asset Management
Ohio
$8.78M -$335K -6,475 -4%
GKIM
613
GW&K Investment Management
Massachusetts
$8.73M +$8.73M +168,884 New
JPMIA
614
J.P. Marvel Investment Advisors
Massachusetts
$8.71M -$11.9K -230 -0.1%
WTC
615
WhitTier Trust Company
Nevada
$8.69M +$414K +8,012 +5%
GMIM
616
General Motors Investment Management
New York
$8.62M -$1.57M -30,435 -15%
BKBG
617
BHF Kleinwort Benson Group
Belgium
$8.59M +$625K +12,091 +8%
CCMG
618
Clark Capital Management Group
Pennsylvania
$8.59M +$557K +10,769 +7%
CCA
619
Cobblestone Capital Advisors
New York
$8.55M +$160K +3,090 +2%
CW
620
Cobiz Wealth
Colorado
$8.5M -$11.9K -231 -0.1%
CCT
621
Chemung Canal Trust
New York
$8.46M +$265K +5,135 +3%
AP
622
Appleton Partners
Massachusetts
$8.41M +$106K +2,059 +1%
RNS
623
Robert N. Shapiro
$8.36M +$2.87M +55,588 +52%
BPM
624
Bowling Portfolio Management
Ohio
$8.32M +$5.22M +100,922 +168%
KG
625
Killen Group
Pennsylvania
$8.3M -$5.34M -103,223 -39%
23 24
25
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