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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
VST
851
Van Strum & Towne
California
$3.79M +$3.65M +71,744 New
FAAS
852
First Allied Advisory Services
California
$3.78M +$3.64M +71,633 New
CAM
853
Centre Asset Management
New York
$3.78M +$3.64M +71,684 New
CL
854
CFS LLC
Oklahoma
$3.72M +$3.59M +70,526 New
PAIM
855
Punch & Associates Investment Management
Minnesota
$3.7M +$3.56M +70,121 New
GG
856
Greenwood Gearhart
Arkansas
$3.7M +$3.56M +70,109 New
HVIA
857
Hudson Valley Investment Advisors
New York
$3.69M +$3.56M +69,979 New
MSU
858
Maple Securities USA
New Jersey
$3.67M +$3.53M +69,470 New
AIU
859
Algebris Investments (UK)
United Kingdom
$3.64M +$3.5M +68,900 New
CA
860
CapWealth Advisors
Tennessee
$3.63M +$3.49M +68,681 New
FSC
861
Fiduciary Services Corp
Georgia
$3.63M +$3.49M +68,659 New
FNFDCM
862
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.63M +$3.49M +68,676 New
JAM
863
Jolley Asset Management
North Carolina
$3.61M +$3.47M +68,319 New
RAM
864
Ramsey Asset Management
Virginia
$3.61M +$3.47M +68,319 New
DWA
865
Douglass Winthrop Advisors
New York
$3.6M +$3.46M +68,097 New
WRM
866
Westport Resources Management
Connecticut
$3.6M +$3.46M +68,105 New
Envestnet Asset Management
867
Envestnet Asset Management
Illinois
$3.55M +$3.42M +67,282 New
SCM
868
Sterneck Capital Management
Missouri
$3.55M +$3.42M +67,195 New
SSWM
869
Smith Salley Wealth Management
North Carolina
$3.49M +$3.36M +66,101 New
NIS
870
National Investment Services
Wisconsin
$3.49M +$3.36M +66,058 New
ACM
871
Advisors Capital Management
New Jersey
$3.48M +$3.35M +65,865 New
GCM
872
Garland Capital Management
Washington
$3.46M +$3.34M +65,600 New
QI
873
Quotient Investors
New York
$3.46M +$3.33M +65,473 New
BA
874
Bridgewater Associates
Connecticut
$3.45M +$3.32M +65,342 New
SEIA
875
Signature Estate & Investment Advisors
California
$3.44M +$3.31M +65,081 New
33 34
35
36 37

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.