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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 %
FVCM
926
F&V Capital Management
Florida
$3.05M +$94.3K +1,825 +3%
WSA
927
Willow Street Advisors
Florida
$3.05M +$296K +5,725 +11%
LMAM
928
Legg Mason Asset Management
Japan
$3.04M -$274K -5,300 -8%
UFG
929
United Fire Group
Iowa
$2.98M – – –
CCMINC
930
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.98M +$16.9K +326 +0.6%
NCMW
931
Northern Capital Management (Wisconsin)
Wisconsin
$2.95M +$2.22M +43,030 +308%
MIM
932
Midwest Investment Management
Ohio
$2.93M +$31.8K +615 +1%
AB
933
AT Bancorp
Iowa
$2.92M +$2.06M +39,802 +239%
MPIA
934
Mountain Pacific Investment Advisers
Idaho
$2.91M +$4.7K +91 +0.2%
TIC
935
Trees Investment Counsel
Illinois
$2.91M -$73.3K -1,419 -2%
MM
936
Midas Management
New York
$2.91M – – –
QCMC
937
Quantum Capital Management (California)
California
$2.9M +$193K +3,729 +7%
1GA
938
1st Global Advisors
Texas
$2.88M +$52.3K +1,011 +2%
CPM
939
Chesapeake Partners Management
Maryland
$2.87M -$4.65M -90,000 -62%
AAM
940
AR Asset Management
California
$2.87M – – –
BT
941
Bankers Trust
Iowa
$2.87M +$159K +3,067 +6%
SFS
942
Strategic Financial Services
New York
$2.86M -$14.7K -285 -0.5%
CIM
943
CIM Investment Management
Pennsylvania
$2.85M – – –
IMOV
944
Investment Management of Virginia
Virginia
$2.82M -$67.2K -1,300 -2%
HFM
945
Hartford Financial Management
Connecticut
$2.8M +$5.17K +100 +0.2%
ST
946
Semper Trust
Pennsylvania
$2.8M +$392K +7,590 +16%
HIS
947
Horizon Investment Services
Indiana
$2.79M +$235K +4,556 +9%
ECM
948
Everence Capital Management
Indiana
$2.78M -$96.9K -1,875 -3%
MCA
949
Metropolitan Capital Advisors
New York
$2.78M +$25.8K +500 +0.9%
SIA
950
SeaBridge Investment Advisors
New Jersey
$2.78M – – –
36 37
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