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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
FNB
651
First Niagara Bank
New York
$7.46M +$7.18M +141,273 New
BFS
652
Baskin Financial Services
Ontario, Canada
$7.45M +$7.19M +141,365 New
SCM
653
Shelton Capital Management
Colorado
$7.39M +$7.12M +139,953 New
AHB
654
Abner Herrman & Brock
New Jersey
$7.38M +$7.11M +139,828 New
Northwestern Mutual Wealth Management
655
Northwestern Mutual Wealth Management
Wisconsin
$7.38M +$7.1M +139,722 New
Connor, Clark & Lunn Investment Management (CC&L)
656
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.37M +$6.73M +132,345 New
AHC
657
Adell Harriman & Carpenter
Texas
$7.37M +$7.1M +139,563 New
CVSCT
658
C.V. Starr & Co Trust
New York
$7.36M +$7.09M +139,414 New
AIC
659
Ambs Investment Counsel
Michigan
$7.35M +$7.08M +139,166 New
FTC
660
Farmers Trust Company
Ohio
$7.33M +$7.06M +138,863 New
AC
661
AFAM Capital
Texas
$7.25M +$6.98M +137,389 New
EGA
662
Eagle Global Advisors
Texas
$7.21M +$6.95M +136,660 New
MIM
663
Marco Investment Management
Georgia
$7.2M +$6.93M +136,324 New
ACM
664
Azimuth Capital Management
Michigan
$7.18M +$6.91M +135,986 New
DBT
665
Dubuque Bank & Trust
Iowa
$7.14M +$6.87M +135,210 New
CAN
666
Cetera Advisor Networks
California
$7.13M +$6.83M +134,315 New
NSEDCP
667
NJ State Employees Deferred Compensation Plan
New Jersey
$7.13M +$6.86M +135,000 New
CCP
668
Clough Capital Partners
Massachusetts
$7.12M +$6.85M +134,800 New
WF
669
WealthTrust Fairport
Ohio
$7.11M +$6.85M +134,675 New
MYAM
670
Meiji Yasuda Asset Management
Japan
$7.08M +$6.79M +133,602 New
PIA
671
Piedmont Investment Advisors
North Carolina
$7.04M +$6.78M +133,450 New
BC
672
Bartlett & Co
Ohio
$7M +$6.74M +132,548 New
CFM
673
Country Fund Management
Illinois
$6.97M +$6.72M +132,100 New
TAM
674
Taurus Asset Management
New York
$6.97M +$6.71M +131,995 New
SCM
675
Sterling Capital Management
North Carolina
$6.94M +$6.68M +131,481 New
25 26
27
28 29

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.