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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
1
Eagle Asset Management
Florida
$795M
2
Capital World Investors
2
Capital World Investors
California
$3.24B
3
Franklin Resources
3
Franklin Resources
California
$2.74B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$283M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.87B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$359M
4
State Street
4
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$579M -$6.24M -120,775 -1%
AL
52
AJO LP
Pennsylvania
$577M -$37.1M -718,400 -6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$569M +$12.6M +243,400 +2%
ClearBridge Investments
54
ClearBridge Investments
New York
$554M +$21M +406,643 +4%
BlackRock
55
BlackRock
New York
$549M +$11M +212,481 +2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$546M +$464K +8,979 +0.1%
JHIU
57
Janus Henderson Investors US
Colorado
$534M -$17M -328,319 -3%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$534M -$6.96M -135,637 -1%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$515M -$14.4M -279,355 -3%
Citigroup
60
Citigroup
New York
$514M -$34.3M -664,469 -6%
IC
61
Institutional Capital
Illinois
$494M -$23.2M -449,509 -4%
U
62
UBS
Switzerland
$493M +$26.7M +516,130 +6%
American Century Companies
63
American Century Companies
Missouri
$480M +$40.4M +782,547 +9%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$466M +$67.5M +1,305,712 +17%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$465M -$7.45M -144,061 -2%
TIM
66
Thornburg Investment Management
New Mexico
$447M -$967K -18,716 -0.2%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$428M -$16.3M -315,250 -4%
Principal Financial Group
68
Principal Financial Group
Iowa
$422M -$34.2M -661,988 -7%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$389M +$102M +1,977,032 +36%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$383M +$19.7M +380,402 +5%
APG Asset Management
71
APG Asset Management
Netherlands
$371M -$43.9M -849,971 -11%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$366M +$68.1M +1,318,433 +23%
DSA
73
Davis Selected Advisers
Arizona
$366M -$27.4M -530,099 -7%
SF
74
Sarofim Fayez
Texas
$362M +$362M +7,003,627 New
HSBC Holdings
75
HSBC Holdings
United Kingdom
$359M -$336M -6,501,875 -48%
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