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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 %
CRCM
751
Crystal Rock Capital Management
Illinois
$5.32M – – –
KIA
752
KCM Investment Advisors
California
$5.28M -$617K -11,926 -10%
IC
753
Inverness Counsel
New York
$5.26M -$9.29M -179,674 -64%
MLIM
754
Mountain Lake Investment Management
Florida
$5.21M +$5.21M +100,851 New
EOJOAM
755
E. Ohman J:or Asset Management
Sweden
$5.21M +$114K +2,200 +2%
BCM
756
BTR Capital Management
California
$5.18M +$2.59M +50,150 +100%
TCM
757
Tradition Capital Management
New Jersey
$5.17M +$83.8K +1,621 +2%
TH
758
Timber Hill
Connecticut
$5.16M +$5.16M +99,838 New
OCM
759
Oskie Capital Management
New York
$5.15M -$1.36M -26,328 -21%
AIC
760
Ambs Investment Counsel
Michigan
$5.15M -$2.04M -39,535 -28%
HJA
761
Hugh Johnson Advisors
New York
$5.14M +$161K +3,106 +3%
AIM
762
Acuity Investment Management
Ontario, Canada
$5.12M -$1.64M -31,800 -24%
RC
763
RBO & Co
California
$5.11M +$118K +2,282 +2%
CAM
764
Cubic Asset Management
Massachusetts
$5.07M -$84K -1,625 -2%
HTI
765
Hikari Tsushin Inc
Japan
$5.06M – – –
FHA
766
First Horizon Advisors
Tennessee
$5.04M +$4.12M +79,785 +450%
GIM
767
Grassi Investment Management
California
$5.04M +$271K +5,250 +6%
CIM
768
CenturyLink Investment Management
Colorado
$5.03M -$598K -11,571 -11%
FAAS
769
First Allied Advisory Services
California
$5.01M +$1.31M +25,322 +35%
BOTW
770
Bank of the West
California
$5M -$122K -2,365 -2%
CIP
771
Convergence Investment Partners
Florida
$5M +$1.85M +35,815 +59%
AWCI
772
Alpine Woods Capital Investors
New York
$4.96M – – –
PAM
773
PartnerRe Asset Management
Connecticut
$4.96M -$678K -13,122 -12%
LD
774
Lipe & Dalton
New York
$4.95M +$254K +4,915 +5%
CCM
775
Compton Capital Management
Rhode Island
$4.94M +$24.6K +475 +0.5%
29 30
31
32 33