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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 %
WF
676
WealthTrust Fairport
Ohio
$6.99M +$27.3K +529 +0.4%
FTC
677
Farmers Trust Company
Ohio
$6.98M -$196K -3,800 -3%
NSEDCP
678
NJ State Employees Deferred Compensation Plan
New Jersey
$6.98M – – –
DP
679
Dearborn Partners
Illinois
$6.96M -$638K -12,335 -8%
BWP
680
Baldwin Wealth Partners
Massachusetts
$6.96M +$2.96M +57,284 +74%
KRSITF
681
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.93M +$6.93M +134,110 New
PCM
682
Parsons Capital Management
Rhode Island
$6.93M +$236K +4,564 +4%
AT
683
Arden Trust
Delaware
$6.88M -$512K -9,911 -7%
NRS
684
Neville Rodie & Shaw
New York
$6.86M +$226K +4,378 +3%
GCA
685
Guardian Capital Advisors
Ontario, Canada
$6.85M +$394K +7,560 +6%
MYAM
686
Meiji Yasuda Asset Management
Japan
$6.74M -$163K -3,152 -2%
SCA
687
Stillwater Capital Advisors
Pennsylvania
$6.73M -$47.3K -915 -0.7%
TYCC
688
Texas Yale Capital Corp
Florida
$6.68M +$258 +5 +0%
PRC
689
Platte River Capital
Colorado
$6.67M -$649K -12,550 -9%
BIA
690
Biondo Investment Advisors
Pennsylvania
$6.65M +$144K +2,778 +2%
TAM
691
Taurus Asset Management
New York
$6.61M -$209K -4,050 -3%
MERSOM
692
Municipal Employees' Retirement System of Michigan
Michigan
$6.59M +$6.59M +127,500 New
RI
693
Redwood Investments
Massachusetts
$6.58M -$6.9M -133,406 -51%
DBT
694
Dubuque Bank & Trust
Iowa
$6.58M -$410K -7,942 -6%
SYBT
695
Stock Yards Bank & Trust
Kentucky
$6.53M -$153K -2,956 -2%
HFS
696
Haverford Financial Services
Pennsylvania
$6.51M +$339K +6,551 +5%
DIA
697
Dean Investment Associates
Ohio
$6.48M -$47.7K -923 -0.7%
BFM
698
Boston Financial Management
Massachusetts
$6.47M -$246K -4,761 -4%
FAT
699
First American Trust
California
$6.43M -$1M -19,352 -13%
BCMNY
700
Buckingham Capital Management (New York)
New York
$6.41M +$20.7K +400 +0.3%
26 27
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