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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
KJHP
726
K.J. Harrison & Partners
Ontario, Canada
$5.92M +$5.7M +112,200 New
First Manhattan
727
First Manhattan
New York
$5.92M +$5.41M +106,352 New
LMIM
728
Lockheed Martin Investment Management
Maryland
$5.91M +$5.69M +112,000 New
LTFS
729
Ladenburg Thalmann Financial Services
Florida
$5.89M +$5.66M +111,309 New
OMC
730
Overbrook Management Corp
New York
$5.88M +$5.67M +111,453 New
SAM
731
Silvercrest Asset Management
New York
$5.87M +$5.65M +111,188 New
AHS
732
Aspiriant Holdings S3
California
$5.8M +$5.58M +109,840 New
MA
733
Montag & Associates
Georgia
$5.78M +$5.57M +109,507 New
PAM
734
PartnerRe Asset Management
Connecticut
$5.76M +$5.54M +109,060 New
CTA
735
Chesley Taft & Associates
Illinois
$5.76M +$5.54M +109,028 New
KCM
736
Kanawha Capital Management
Virginia
$5.76M +$5.54M +109,030 New
CIM
737
CenturyLink Investment Management
Colorado
$5.75M +$5.54M +108,926 New
RW
738
Rand Wealth
Maryland
$5.73M +$5.52M +108,551 New
WCM
739
Wisconsin Capital Management
Wisconsin
$5.72M +$5.51M +108,402 New
SI
740
Stephens Inc
Arkansas
$5.68M +$5.47M +107,564 New
IA
741
Icon Advisers
Colorado
$5.67M +$5.46M +107,390 New
AC
742
Addenda Capital
Quebec, Canada
$5.66M +$5.51M +108,305 New
Janney Montgomery Scott
743
Janney Montgomery Scott
Pennsylvania
$5.66M +$5.45M +107,132 New
CFA
744
Carroll Financial Associates
North Carolina
$5.61M +$5.4M +106,290 New
RNS
745
Robert N. Shapiro
$5.6M +$5.39M +106,087 New
PCM
746
Palouse Capital Management
Washington
$5.56M +$5.35M +105,240 New
EAM
747
EULAV Asset Management
Florida
$5.54M +$5.34M +105,000 New
OCAM
748
Onex Canada Asset Management
Ontario, Canada
$5.52M +$5.06M +99,478 New
WMC
749
Westwood Management Corporation
Illinois
$5.46M +$5.26M +103,531 New
CCFCSB
750
Cape Cod Five Cents Savings Bank
Massachusetts
$5.46M +$5.26M +103,384 New
28 29
30
31 32

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.