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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
CTA
826
Colonial Trust Advisors
South Carolina
$4.22M +$4.06M +79,875 New
BHWM
827
Bar Harbor Wealth Management
New Hampshire
$4.21M +$4.05M +79,697 New
GA
828
Geneva Advisors
Illinois
$4.19M +$4.04M +79,439 New
BAM
829
Boyar Asset Management
New York
$4.13M +$3.98M +78,308 New
SIC
830
Sigma Investment Counselors
Michigan
$4.13M +$3.98M +78,250 New
OCM
831
Oakwood Capital Management
California
$4.11M +$3.95M +77,792 New
BWP
832
Baldwin Wealth Partners
Massachusetts
$4.08M +$3.93M +77,267 New
FCM
833
Frontier Capital Management
Massachusetts
$4.05M +$3.91M +76,810 New
CA
834
Callahan Advisors
Texas
$4.05M +$3.9M +76,786 New
PFPT
835
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.03M +$3.88M +76,332 New
FHC
836
First Horizon Corporation
Tennessee
$4.01M +$3.86M +75,953 New
MWVC
837
Morgens Waterfall Vintiadis & Co
New York
$3.96M +$3.81M +75,000 New
III
838
Independent Investors Inc
New York
$3.95M +$3.8M +74,840 New
P
839
Pitcairn
Pennsylvania
$3.95M +$3.8M +74,807 New
PIM
840
Profit Investment Management
Maryland
$3.92M +$3.78M +74,319 New
SC
841
Schulhoff & Co
Ohio
$3.88M +$3.74M +73,523 New
FNBT
842
FineMark National Bank & Trust
Florida
$3.87M +$3.73M +73,275 New
RJA
843
Robshaw & Julian Associates
New York
$3.85M +$3.71M +72,905 New
MMG
844
Monetary Management Group
Missouri
$3.85M +$3.71M +72,905 New
UF
845
Univest Financial
Pennsylvania
$3.85M +$3.7M +72,853 New
NPIT
846
National Penn Investors Trust
Pennsylvania
$3.83M +$3.69M +72,583 New
Balyasny Asset Management
847
Balyasny Asset Management
Illinois
$3.83M +$3.69M +72,593 New
BWAM
848
Boyd Watterson Asset Management
Ohio
$3.82M +$3.68M +72,426 New
WTIM
849
Wilmington Trust Investment Management
Delaware
$3.82M +$3.68M +72,324 New
MCM
850
Murphy Capital Management
New Jersey
$3.79M +$3.65M +71,836 New
32 33
34
35 36

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.