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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 %
ANBT
801
American National Bank & Trust
Texas
$4.63M -$15K -291 -0.3%
AF
802
Arrow Financial
New York
$4.61M -$27.1K -525 -0.6%
DCM
803
Delta Capital Management
New Jersey
$4.6M -$3.1K -60 -0.1%
CANC
804
Culbertson A N & Co
Virginia
$4.59M +$48.1K +931 +1%
GCA
805
Greenwood Capital Associates
South Carolina
$4.55M +$1.4M +27,125 +45%
WTB
806
Washington Trust Bank
Washington
$4.54M +$231K +4,467 +5%
HRIA
807
Haberer Registered Investment Advisor
Ohio
$4.53M -$1.82M -35,149 -29%
FNBT
808
FineMark National Bank & Trust
Florida
$4.52M +$727K +14,069 +19%
BWAM
809
Boyd Watterson Asset Management
Ohio
$4.49M +$746K +14,424 +20%
M
810
MOTCO
Texas
$4.44M +$45.4K +878 +1%
AHB
811
Abner Herrman & Brock
New Jersey
$4.42M -$2.81M -54,378 -39%
BOH
812
Bank of Hawaii
Hawaii
$4.41M -$145K -2,802 -3%
PPCM
813
Pillar Pacific Capital Management
California
$4.4M +$156K +3,025 +4%
HC
814
Highmount Capital
New York
$4.39M -$206K -3,992 -4%
AI
815
Ariel Investments
Illinois
$4.38M +$25.8K +500 +0.6%
TWI
816
Thomas White International
Illinois
$4.38M -$52.1K -1,007 -1%
MVP
817
Missouri Valley Partners
Missouri
$4.37M +$1.21M +23,408 +38%
RMDI
818
R.M. Davis Inc
Maine
$4.34M -$462K -8,929 -10%
BA
819
Bridgewater Associates
Connecticut
$4.33M +$951K +18,400 +28%
DY
820
Dowling & Yahnke
California
$4.32M +$79K +1,528 +2%
JIM
821
Jupiter Investment Management
United Kingdom
$4.32M +$3.27M +63,296 +312%
MP
822
Manifold Partners
California
$4.31M +$2.49M +48,230 +137%
ACP
823
Aviance Capital Partners
Florida
$4.3M +$1.94M +37,568 +82%
DLCIG
824
D.L. Carlson Investment Group
New Hampshire
$4.27M -$203K -3,934 -5%
MC
825
Martin & Co
Tennessee
$4.25M +$29.3K +567 +0.7%
31 32
33
34 35