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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 %
FCI
651
Financial Counselors Inc
Kansas
$7.65M -$165K -3,191 -2%
CIM
652
Calvert Investment Management
Maryland
$7.62M -$7.26M -140,414 -49%
VC
653
Vestor Capital
Illinois
$7.59M +$230K +4,444 +3%
PDN
654
Pensionfund DSM Netherlands
Netherlands
$7.58M – – –
SCM
655
Shelton Capital Management
Colorado
$7.58M +$341K +6,600 +5%
HAM
656
Highstreet Asset Management
Ontario, Canada
$7.55M -$904K -17,496 -11%
CA
657
Continental Advisors
Utah
$7.5M +$775K +15,000 +12%
BCM
658
Bluefin Capital Management
New York
$7.5M +$6.68M +129,530 +817%
AAIM
659
American Assets Investment Management
California
$7.5M +$87.9K +1,700 +1%
JEW
660
Jamison Eaton & Wood
New Jersey
$7.5M +$26.6K +515 +0.4%
FBC
661
Fairfield, Bush & Co
Connecticut
$7.49M +$6.09M +117,868 +435%
BPB
662
Badgley, Phelps & Bell
Washington
$7.49M -$66.9K -1,295 -0.9%
EWM
663
Endurance Wealth Management
Rhode Island
$7.46M -$14.2K -275 -0.2%
DIA
664
Denver Investment Advisors
Colorado
$7.46M -$3.17M -61,379 -30%
CIA
665
Choate Investment Advisors
Massachusetts
$7.43M +$115K +2,217 +2%
AHC
666
Adell Harriman & Carpenter
Texas
$7.3M +$84.1K +1,627 +1%
PCM
667
Palisade Capital Management
New Jersey
$7.26M -$1.11M -21,477 -13%
Creative Planning
668
Creative Planning
Kansas
$7.22M +$665K +12,866 +10%
CVSCT
669
C.V. Starr & Co Trust
New York
$7.21M – – –
PRCM
670
Pine River Capital Management
Minnesota
$7.16M +$7.16M +138,484 New
AC
671
AFAM Capital
Texas
$7.15M +$52.8K +1,022 +0.7%
CAN
672
Cetera Advisor Networks
California
$7.11M +$145K +2,789 +2%
PIC
673
Portland Investment Counsel
Ontario, Canada
$7.07M -$310K -6,000 -4%
FNB
674
First Niagara Bank
New York
$7.04M -$259K -5,020 -4%
MIM
675
Marco Investment Management
Georgia
$7.03M -$12.9K -250 -0.2%
25 26
27
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