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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
HIM
801
Hermes Investment Management
United Kingdom
$4.63M +$4.46M +87,730 New
ST
802
Sentinel Trust
Texas
$4.6M +$4.43M +87,095 New
DLCIG
803
D.L. Carlson Investment Group
New Hampshire
$4.57M +$4.4M +86,507 New
TWI
804
Thomas White International
Illinois
$4.52M +$4.36M +85,683 New
QIM
805
Quantitative Investment Management
Virginia
$4.5M +$4.34M +85,300 New
FNT
806
First National Trust
Pennsylvania
$4.49M +$4.32M +85,059 New
M
807
MOTCO
Texas
$4.49M +$4.32M +84,989 New
EWM
808
Evercore Wealth Management
New York
$4.48M +$4.31M +84,729 New
AI
809
Ariel Investments
Illinois
$4.45M +$4.28M +84,236 New
AIC
810
Argus Investors Counsel
New York
$4.44M +$4.27M +84,025 New
LA
811
Leonetti & Associates
Illinois
$4.43M +$4.27M +83,946 New
OSNBOA
812
Old Second National Bank of Aurora
Illinois
$4.41M +$4.25M +83,605 New
WTB
813
Washington Trust Bank
Washington
$4.4M +$4.24M +83,313 New
EB
814
Eastern Bank
Massachusetts
$4.37M +$4.21M +82,831 New
ANTB
815
AMG National Trust Bank
Colorado
$4.37M +$4.21M +82,792 New
DY
816
Dowling & Yahnke
California
$4.34M +$4.18M +82,131 New
PPCM
817
Pillar Pacific Capital Management
California
$4.33M +$4.18M +82,137 New
MMCM
818
Marque Millennium Capital Management
New York
$4.32M +$4.16M +81,840 New
AA
819
Ancora Advisors
Ohio
$4.32M +$4.16M +81,803 New
MC
820
Martin & Co
Tennessee
$4.31M +$4.15M +81,654 New
BAC
821
Boys Arnold & Co
North Carolina
$4.3M +$4.14M +81,472 New
SNT
822
Security National Trust
West Virginia
$4.28M +$4.12M +81,004 New
OMCS
823
Old Mutual Customised Solutions
South Africa
$4.27M +$4.11M +80,900 New
SAM
824
Selway Asset Management
$4.25M +$4.09M +80,476 New
Mariner
825
Mariner
Kansas
$4.22M +$4.07M +80,024 New
31 32
33
34 35

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.