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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 %
Envestnet Asset Management
876
Envestnet Asset Management
Illinois
$3.69M +$209K +4,038 +6%
BIC
877
Beach Investment Counsel
Pennsylvania
$3.64M -$22.5M -436,205 -86%
HIM
878
Hermes Investment Management
United Kingdom
$3.64M -$894K -17,300 -20%
CL
879
CFS LLC
Oklahoma
$3.64M – – –
BONST
880
Bank of Nova Scotia Trust
Ontario, Canada
$3.62M +$779K +15,082 +27%
WTIM
881
Wilmington Trust Investment Management
Delaware
$3.62M -$120K -2,320 -3%
BO
882
BRR OpCo
Ohio
$3.61M +$193K +3,743 +6%
FCM
883
Frontier Capital Management
Massachusetts
$3.61M -$362K -7,000 -9%
DWA
884
Douglass Winthrop Advisors
New York
$3.59M +$70.8K +1,370 +2%
CWM
885
Calamos Wealth Management
Illinois
$3.59M +$470K +9,099 +15%
SHA
886
Smith Hayes Advisers
Nebraska
$3.58M +$991K +19,182 +38%
PAIM
887
Punch & Associates Investment Management
Minnesota
$3.56M -$63.9K -1,236 -2%
FMLI
888
Fukoku Mutual Life Insurance
Japan
$3.56M -$3.14M -60,700 -47%
CA
889
CapWealth Advisors
Tennessee
$3.55M -$3.26K -63 -0.1%
FSC
890
Fiduciary Services Corp
Georgia
$3.54M -$13.5K -261 -0.4%
WRM
891
Westport Resources Management
Connecticut
$3.53M +$6.67K +129 +0.2%
MCMT
892
Moon Capital Management (Tennessee)
Tennessee
$3.49M +$3.49M +67,520 New
SSWM
893
Smith Salley Wealth Management
North Carolina
$3.48M +$62.9K +1,217 +2%
MA
894
Montag & Associates
Georgia
$3.47M -$2.19M -42,382 -39%
FM
895
Foster & Motley
Ohio
$3.45M +$2.33M +45,022 +208%
Two Sigma Advisers
896
Two Sigma Advisers
New York
$3.44M -$6.96M -134,602 -67%
JAM
897
Jolley Asset Management
North Carolina
$3.43M -$97.8K -1,891 -3%
CIS
898
Connors Investor Services
Pennsylvania
$3.43M +$434K +8,395 +14%
NIS
899
National Investment Services
Wisconsin
$3.42M – – –
AC
900
Alley Company
Illinois
$3.39M +$55K +1,065 +2%
34 35
36
37 38