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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 %
MMG
901
Monetary Management Group
Missouri
$3.39M -$381K -7,375 -10%
GCM
902
Garland Capital Management
Washington
$3.37M -$23.3K -450 -0.7%
SGCA
903
Steel Grove Capital Advisors
Tennessee
$3.35M +$61.6K +1,192 +2%
BBHC
904
Brown Brothers Harriman & Co
New York
$3.34M -$1.32M -25,564 -28%
SIG
905
Schooner Investment Group
Pennsylvania
$3.33M +$1.04M +20,000 +45%
CI
906
Constellation Investments
Ohio
$3.32M +$186K +3,600 +6%
K
907
Kemper
Illinois
$3.31M – – –
KCMRT
908
Kemper Corp Master Retirement Trust
Illinois
$3.31M – – –
SSB
909
Sandy Spring Bank
Maryland
$3.31M +$319K +6,164 +11%
SCA
910
Stieven Capital Advisors
Missouri
$3.3M – – –
FMC
911
First Merchants Corp
Indiana
$3.27M -$25.2K -487 -0.8%
ICOM
912
Investment Counselors of Maryland
Maryland
$3.23M -$1.76M -33,950 -35%
SIM
913
SSI Investment Management
California
$3.23M -$59.2K -1,145 -2%
OWD
914
Osborn Williams & Donohoe
Ohio
$3.23M +$136K +2,632 +4%
FB
915
Fulton Bank
Pennsylvania
$3.22M +$121K +2,333 +4%
GA
916
Glenhill Advisors
New York
$3.22M +$3.22M +62,276 New
MFS
917
Monetta Financial Services
Illinois
$3.21M – – –
PCA
918
PL Capital Advisors
Florida
$3.14M – – –
RAM
919
Redmond Asset Management
Virginia
$3.13M +$122K +2,360 +4%
PIM
920
Perkins Investment Management
Illinois
$3.12M – – –
TF
921
Tompkins Financial
New York
$3.11M +$17.8K +344 +0.6%
LWCFA
922
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.11M +$70.2K +1,358 +2%
FLPIM
923
F.L. Putnam Investment Management
Massachusetts
$3.11M +$20.3K +393 +0.7%
CFC
924
Cincinnati Financial Corp
Ohio
$3.1M – – –
ACM
925
Alpha Capital Management
Texas
$3.09M -$94.7K -1,831 -3%
35 36
37
38 39