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JPMorgan Chase
JPM

Overview Fund Activity

1,596 hedge funds and large institutions have $145B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,596 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+1,596
Holders Change %
–
% of All Funds
52.11%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
%
% of All Funds
12.01%
New
1,596
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 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$603M +$603M +11,492,086 New
Prudential Financial
52
Prudential Financial
New Jersey
$598M +$598M +11,326,585 New
Neuberger Berman Group
53
Neuberger Berman Group
New York
$591M +$591M +11,188,070 New
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$568M +$568M +10,755,827 New
JHIU
55
Janus Henderson Investors US
Colorado
$563M +$563M +10,661,815 New
Citigroup
56
Citigroup
New York
$560M +$560M +10,603,600 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$558M +$558M +10,561,162 New
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$553M +$553M +10,545,953 New
BlackRock
59
BlackRock
New York
$549M +$549M +10,406,754 New
ClearBridge Investments
60
ClearBridge Investments
New York
$545M +$545M +10,319,364 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$541M +$541M +10,240,394 New
IC
62
Institutional Capital
Illinois
$529M +$529M +10,013,335 New
WRF
63
Waddell & Reed Financial
Kansas
$485M +$485M +9,193,016 New
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$483M +$483M +9,145,883 New
U
65
UBS
Switzerland
$476M +$476M +9,022,886 New
Principal Financial Group
66
Principal Financial Group
Iowa
$466M +$466M +8,834,870 New
TIM
67
Thornburg Investment Management
New Mexico
$458M +$458M +8,670,447 New
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$453M +$453M +8,589,368 New
American Century Companies
69
American Century Companies
Missouri
$449M +$449M +8,505,821 New
APG Asset Management
70
APG Asset Management
Netherlands
$424M +$424M +8,028,028 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$413M +$413M +7,817,643 New
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$407M +$407M +7,708,620 New
DSA
73
Davis Selected Advisers
Arizona
$401M +$401M +7,601,503 New
Nordea Investment Management
74
Nordea Investment Management
Sweden
$371M +$371M +7,033,373 New
Fayez Sarofim & Co
75
Fayez Sarofim & Co
Texas
$366M +$366M +6,937,025 New
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