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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 %
BAM
851
Boyar Asset Management
New York
$3.98M -$63.5K -1,229 -2%
JG
852
Jefferies Group
New York
$3.98M +$2.98M +57,646 +297%
HVIA
853
Hudson Valley Investment Advisors
New York
$3.95M +$331K +6,409 +9%
CA
854
Cornerstone Advisors
North Carolina
$3.95M +$620K +12,000 +19%
PFP
855
Pinnacle Financial Partners
Tennessee
$3.91M -$36.8K -712 -0.9%
MSU
856
Maple Securities USA
New Jersey
$3.91M +$315K +6,090 +9%
P
857
Pitcairn
Pennsylvania
$3.9M +$34K +657 +0.9%
NPIT
858
National Penn Investors Trust
Pennsylvania
$3.9M +$145K +2,810 +4%
UF
859
Univest Financial
Pennsylvania
$3.89M +$125K +2,421 +3%
SHGA
860
Sand Hill Global Advisors
California
$3.88M +$916K +17,715 +31%
SC
861
Sculptor Capital
New York
$3.88M +$3.76M +72,711 +3,177%
ACM
862
Advisors Capital Management
New Jersey
$3.88M +$470K +9,092 +14%
III
863
Independent Investors Inc
New York
$3.86M -$7.75K -150 -0.2%
FNFDCM
864
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.85M +$298K +5,765 +8%
MCM
865
Murphy Capital Management
New Jersey
$3.81M +$98.4K +1,903 +3%
LA
866
Leonetti & Associates
Illinois
$3.81M -$532K -10,300 -12%
RJA
867
Robshaw & Julian Associates
New York
$3.8M +$27.1K +525 +0.7%
SC
868
Schulhoff & Co
Ohio
$3.77M -$28.4K -550 -0.7%
BCM
869
Bourgeon Capital Management
Connecticut
$3.76M +$602K +11,650 +19%
CII
870
CR Intrinsic Investors
Connecticut
$3.75M +$3.75M +72,500 New
SEIA
871
Signature Estate & Investment Advisors
California
$3.73M +$369K +7,142 +11%
SC
872
SouthState Corp
Florida
$3.73M +$830K +16,068 +29%
QI
873
Quotient Investors
New York
$3.73M +$341K +6,600 +10%
MAM
874
Mastrapasqua Asset Management
Tennessee
$3.72M +$3.72M +71,895 New
ECM
875
Exchange Capital Management
Michigan
$3.7M +$894K +17,296 +32%
33 34
35
36 37