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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 %
OSNBOA
776
Old Second National Bank of Aurora
Illinois
$4.94M +$613K +11,853 +14%
CCM
777
Channing Capital Management
Illinois
$4.93M – – –
VKH
778
Virtu KCG Holdings
New York
$4.92M +$4.92M +95,253 New
WCM
779
Wisconsin Capital Management
Wisconsin
$4.91M -$699K -13,519 -12%
AB
780
Amalgamated Bank
New York
$4.89M -$116K -2,241 -2%
IFB
781
iAB Financial Bank
Indiana
$4.88M -$82.7K -1,600 -2%
BBA
782
BLB&B Advisors
Pennsylvania
$4.84M -$84.2K -1,629 -2%
CCC
783
Cincinnati Casualty Company
Ohio
$4.81M – – –
CSUI
784
Cincinnati Specialty Underwriters Insurance
Ohio
$4.81M – – –
HAI
785
Hennessy Advisors Inc
California
$4.8M -$1.33M -25,750 -22%
TRCT
786
Tower Research Capital (TRC)
New York
$4.79M +$4.62M +89,281 +2,624%
TCOV
787
Trust Company of Vermont
Vermont
$4.78M +$205K +3,958 +4%
JIC
788
Johnson Investment Counsel
Ohio
$4.76M -$122K -2,363 -3%
ECM
789
Evergreen Capital Management
Washington
$4.75M -$32.3K -625 -0.7%
FNT
790
First National Trust
Pennsylvania
$4.73M +$329K +6,363 +7%
ATC
791
Argent Trust Company
Louisiana
$4.72M +$182K +3,527 +4%
Capital Fund Management (CFM)
792
Capital Fund Management (CFM)
France
$4.72M +$2.04M +39,447 +76%
CTC
793
Central Trust Company
Missouri
$4.71M +$5.38K +104 +0.1%
ST
794
Sentinel Trust
Texas
$4.7M +$196K +3,790 +4%
KFC
795
Klingenstein Fields & Co
New York
$4.69M -$429K -8,302 -8%
BAC
796
Boys Arnold & Co
North Carolina
$4.69M +$476K +9,210 +11%
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$4.69M -$1.29M -24,917 -22%
NCM
798
Narwhal Capital Management
Georgia
$4.68M -$138K -2,675 -3%
DG
799
Davidson & Garrard
Virginia
$4.65M -$101K -1,955 -2%
ST
800
Stifel Trust
Missouri
$4.63M -$67.5K -1,305 -1%
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