JPM icon

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 %
FMBTD
726
First Midwest Bank Trust Division
Illinois
$5.96M -$802K -15,515 -12%
SCM
727
Suffolk Capital Management
New York
$5.95M +$5.95M +115,100 New
AC
728
Addenda Capital
Quebec, Canada
$5.93M +$332K +6,420 +6%
RW
729
Rand Wealth
Maryland
$5.84M +$228K +4,406 +4%
FOAM
730
Five Oceans Asset Management
Australia
$5.84M -$221K -4,266 -4%
AHS
731
Aspiriant Holdings S3
California
$5.83M +$150K +2,896 +3%
OMC
732
Overbrook Management Corp
New York
$5.83M +$64.3K +1,244 +1%
CFM
733
Country Fund Management
Illinois
$5.82M -$1.01M -19,500 -15%
PWM
734
Patriot Wealth Management
Texas
$5.82M +$5.82M +112,561 New
MWR
735
McAdams Wright Ragen
Washington
$5.79M -$2.4M -46,359 -29%
VW
736
Vantage Wealth
California
$5.79M -$51.7K -1,000 -0.9%
KCM
737
Kanawha Capital Management
Virginia
$5.78M +$145K +2,812 +3%
CCFCSB
738
Cape Cod Five Cents Savings Bank
Massachusetts
$5.73M +$391K +7,558 +7%
Cambridge Investment Research Advisors
739
Cambridge Investment Research Advisors
Iowa
$5.73M +$628K +12,140 +12%
SIC
740
Salem Investment Counselors
North Carolina
$5.72M -$2.66M -51,557 -32%
CTA
741
Chesley Taft & Associates
Illinois
$5.64M +$3.83K +74 +0.1%
SI
742
Stephens Inc
Arkansas
$5.52M -$45.2K -874 -0.8%
Rafferty Asset Management
743
Rafferty Asset Management
New York
$5.49M -$2.76M -53,406 -33%
CFA
744
Carroll Financial Associates
North Carolina
$5.48M -$14.2K -275 -0.3%
First Manhattan
745
First Manhattan
New York
$5.48M -$19.7K -382 -0.4%
SAM
746
Selway Asset Management
$5.4M +$1.24M +23,899 +30%
PR
747
Payden & Rygel
California
$5.38M +$657K +12,700 +14%
EAM
748
EULAV Asset Management
Florida
$5.36M -$72.4K -1,400 -1%
PCM
749
Palouse Capital Management
Washington
$5.35M -$87.9K -1,700 -2%
PRA
750
Parametric Risk Advisors
Connecticut
$5.34M – – –
28 29
30
31 32