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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 %
SDJVC
701
St. Denis J. Villere & Co
Louisiana
$6.41M +$25.8K +500 +0.4%
BC
702
Bartlett & Co
Ohio
$6.4M -$454K -8,780 -7%
PIA
703
Piedmont Investment Advisors
North Carolina
$6.38M -$516K -9,989 -7%
Fuller & Thaler Asset Management
704
Fuller & Thaler Asset Management
California
$6.37M -$3.89M -75,200 -38%
AHC
705
Anderson Hoagland & Co
Missouri
$6.36M +$1.41M +27,250 +28%
CCM
706
Century Capital Management
Massachusetts
$6.31M – – –
TA
707
TBP Advisors
New York
$6.3M -$459K -8,889 -7%
CNBT
708
Canandaigua National Bank & Trust
New York
$6.3M -$126K -2,428 -2%
MYLI
709
Meiji Yasuda Life Insurance
Japan
$6.27M -$218K -4,214 -3%
PP
710
Patten & Patten
Tennessee
$6.22M -$173K -3,339 -3%
ERIM
711
Eagle Ridge Investment Management
Connecticut
$6.21M -$44.5K -860 -0.7%
CC
712
ClearArc Capital
Ohio
$6.17M -$588K -11,379 -9%
JC
713
JBF Capital
Colorado
$6.16M -$1.73M -33,545 -22%
DLG
714
Daniel L. Goodwin
$6.12M – – –
PP
715
Paloma Partners
Connecticut
$6.08M +$6.08M +117,640 New
1IA
716
1834 Investment Advisors
Wisconsin
$6.07M -$93.5K -1,808 -2%
FFBTD
717
First Financial Bank - Trust Division
Ohio
$6.05M -$180K -3,474 -3%
DIA
718
Davidson Investment Advisors
Montana
$6.01M +$59.1K +1,144 +1%
CI
719
Conning Inc
Connecticut
$6.01M +$136K +2,640 +2%
CA
720
Cullinan Associates
Kentucky
$5.99M +$978K +18,925 +20%
KJHP
721
K.J. Harrison & Partners
Ontario, Canada
$5.99M +$188K +3,633 +3%
CB
722
Chemical Bank
Michigan
$5.98M +$155K +2,994 +3%
SAM
723
Scotia Asset Management
Ontario, Canada
$5.98M +$669K +12,932 +13%
SAM
724
Silvercrest Asset Management
New York
$5.97M +$225K +4,355 +4%
VIP
725
Vantage Investment Partners
Missouri
$5.97M +$5.97M +115,400 New
27 28
29
30 31