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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
PWPCM
701
Perella Weinberg Partners Capital Management
New York
$6.54M +$6.3M +123,890 New
BCMNY
702
Buckingham Capital Management (New York)
New York
$6.53M +$6.29M +123,675 New
PP
703
Patten & Patten
Tennessee
$6.53M +$6.29M +123,688 New
SDJVC
704
St. Denis J. Villere & Co
Louisiana
$6.52M +$6.28M +123,517 New
GCAC
705
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.49M +$6.3M +123,823 New
HRIA
706
Haberer Registered Investment Advisor
Ohio
$6.48M +$6.24M +122,707 New
CCM
707
Century Capital Management
Massachusetts
$6.44M +$6.2M +121,974 New
ERIM
708
Eagle Ridge Investment Management
Connecticut
$6.39M +$6.15M +120,968 New
FFBTD
709
First Financial Bank - Trust Division
Ohio
$6.36M +$6.13M +120,537 New
HFS
710
Haverford Financial Services
Pennsylvania
$6.31M +$6.07M +119,477 New
1IA
711
1834 Investment Advisors
Wisconsin
$6.29M +$6.06M +119,240 New
HAI
712
Hennessy Advisors Inc
California
$6.26M +$6.03M +118,600 New
DLG
713
Daniel L. Goodwin
$6.25M +$6.02M +118,381 New
BCM
714
Brookmont Capital Management
Texas
$6.2M +$5.97M +117,396 New
FOAM
715
Five Oceans Asset Management
Australia
$6.18M +$5.96M +117,164 New
EIM
716
Essex Investment Management
Massachusetts
$6.17M +$5.95M +116,974 New
PWM
717
Patriot Wealth Management
Texas
$6.15M – – –
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$6.1M +$5.88M +115,560 New
DIA
719
Davidson Investment Advisors
Montana
$6.08M +$5.86M +115,206 New
FWIA
720
Fort Washington Investment Advisors
Ohio
$6.07M +$5.84M +114,909 New
RSCM
721
Rail-Splitter Capital Management
Illinois
$6.05M +$5.83M +114,700 New
KIA
722
KCM Investment Advisors
California
$6.02M +$5.8M +114,007 New
CI
723
Conning Inc
Connecticut
$6M +$5.78M +113,606 New
VW
724
Vantage Wealth
California
$5.97M +$5.75M +113,044 New
CB
725
Chemical Bank
Michigan
$5.95M +$5.73M +112,713 New
27 28
29
30 31

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.