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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 %
EB
826
Eastern Bank
Massachusetts
$4.25M -$31.9K -617 -0.7%
ANTB
827
AMG National Trust Bank
Colorado
$4.24M -$40.3K -779 -0.9%
BHWM
828
Bar Harbor Wealth Management
New Hampshire
$4.24M +$119K +2,311 +3%
GA
829
Geneva Advisors
Illinois
$4.23M +$125K +2,427 +3%
MMCM
830
Marque Millennium Capital Management
New York
$4.23M – – –
OMCS
831
Old Mutual Customised Solutions
South Africa
$4.23M +$46.5K +900 +1%
TCM
832
Tran Capital Management
California
$4.23M -$352K -6,816 -8%
OCM
833
Oakwood Capital Management
California
$4.22M +$203K +3,930 +5%
OCAM
834
Onex Canada Asset Management
Ontario, Canada
$4.22M -$922K -17,830 -18%
CBU
835
CIBC Bank USA
Illinois
$4.22M -$30.3M -586,308 -88%
RSCM
836
Rail-Splitter Capital Management
Illinois
$4.2M -$1.73M -33,400 -29%
LTFS
837
Ladenburg Thalmann Financial Services
Florida
$4.18M -$1.58M -30,539 -27%
SNT
838
Security National Trust
West Virginia
$4.18M -$11.1K -214 -0.3%
CTA
839
Colonial Trust Advisors
South Carolina
$4.17M +$37.4K +723 +0.9%
AA
840
Ancora Advisors
Ohio
$4.16M -$64.6K -1,250 -2%
EWM
841
Evercore Wealth Management
New York
$4.16M -$223K -4,312 -5%
AIC
842
Argus Investors Counsel
New York
$4.13M -$211K -4,080 -5%
SCM
843
Sterneck Capital Management
Missouri
$4.12M +$648K +12,536 +19%
AIP
844
Ameritas Investment Partners
Nebraska
$4.12M +$2.26M +43,671 +121%
MC
845
MRJ Capital
New York
$4.11M -$641K -12,400 -14%
CA
846
Callahan Advisors
Texas
$4.06M +$86.5K +1,674 +2%
Mariner
847
Mariner
Kansas
$4.02M -$115K -2,232 -3%
CWM
848
Cabot Wealth Management
Massachusetts
$4.02M +$3.33M +64,433 +483%
AIU
849
Algebris Investments (UK)
United Kingdom
$4.01M +$445K +8,600 +12%
SIC
850
Sigma Investment Counselors
Michigan
$4M -$41.7K -806 -1%
32 33
34
35 36