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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 %
WFM
626
Wilmington Funds Management
Delaware
$8.28M -$584K -11,297 -7%
PFC
627
Phocas Financial Corp
California
$8.2M +$7.55M +145,974 +1,147%
MC
628
MSF Capital
New York
$8.17M +$8.17M +158,119 New
SCP
629
Sandhill Capital Partners
New York
$8.15M +$152K +2,949 +2%
SM
630
Stratton Management
Pennsylvania
$8.13M +$84.5K +1,635 +1%
CCM
631
Cohen Capital Management
California
$8.07M – – –
NCM
632
Noesis Capital Mangement
Florida
$8.06M -$169K -3,279 -2%
Balyasny Asset Management
633
Balyasny Asset Management
Illinois
$8.05M +$4.3M +83,207 +115%
Truist Financial
634
Truist Financial
North Carolina
$8.05M -$1.58M -30,499 -16%
NSIM
635
North Star Investment Management
Illinois
$8.01M -$5.75M -111,210 -42%
TBA
636
Tower Bridge Advisors
Pennsylvania
$7.93M -$43.2K -835 -0.5%
CC
637
Carlson Capital
Texas
$7.92M +$7.92M +153,210 New
FPCM
638
Financial Partners Capital Management
New York
$7.9M -$22.5K -436 -0.3%
MSU
639
Mizuho Securities USA
New York
$7.9M +$309K +5,968 +4%
VAM
640
Vontobel Asset Management
New York
$7.9M -$65.9M -1,274,520 -89%
1SB
641
1ST Source Bank
Indiana
$7.88M -$15.9K -308 -0.2%
TIM
642
Thompson Investment Management
Wisconsin
$7.87M -$52.5K -1,015 -0.7%
CCM
643
Covington Capital Management
California
$7.86M +$353K +6,825 +5%
BB
644
Busey Bank
Illinois
$7.85M +$6.64M +128,376 +549%
MAM
645
Mizuho Asset Management
Japan
$7.84M -$1.74M -33,611 -18%
BFS
646
Baskin Financial Services
Ontario, Canada
$7.84M +$535K +10,365 +7%
RJT
647
Raymond James Trust
Florida
$7.82M +$126K +2,432 +2%
MFBTD
648
MB Financial Bank - Trust Department
Illinois
$7.78M +$464K +8,979 +6%
EC
649
EJF Capital
Virginia
$7.75M +$7.75M +150,000 New
ACM
650
Apex Capital Management
Ohio
$7.7M -$1.87M -36,253 -20%
24 25
26
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