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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 %
FCT
951
Family Capital Trust
Massachusetts
$2.78M +$69.3K +1,341 +3%
WC
952
Woodstock Corp
Massachusetts
$2.77M +$143K +2,775 +5%
JWBC
953
J.W. Burns & Co
New York
$2.76M +$239K +4,620 +9%
DA
954
Denali Advisors
California
$2.76M +$150K +2,900 +6%
AC
955
Amici Capital
New York
$2.76M – – –
BFO
956
Boston Family Office
Massachusetts
$2.75M -$5.17K -100 -0.2%
WG
957
Winchester Group
New York
$2.75M -$2.47M -47,800 -47%
EMR
958
Errol M. Rudman
$2.75M +$2.55M +49,330 +1,258%
WIC
959
Woodmont Investment Counsel
Tennessee
$2.75M -$102K -1,965 -4%
ZCA
960
Zeke Capital Advisors
Pennsylvania
$2.74M -$491K -9,500 -15%
ECM
961
ETrade Capital Management
Virginia
$2.74M +$517K +9,996 +23%
PGIM
962
Pacific Global Investment Management
California
$2.74M +$13.4K +259 +0.5%
DVM
963
Dreman Value Management
Florida
$2.73M +$2.73M +52,846 New
WCM
964
Washington Capital Management
Washington
$2.7M -$501K -9,700 -16%
ISB
965
Iowa State Bank
Iowa
$2.7M +$135K +2,603 +5%
AL
966
Agran Libbie
California
$2.68M +$14.7K +285 +0.6%
LG
967
Leuthold Group
Minnesota
$2.68M -$306K -5,914 -10%
NPF
968
Norris Perne & French
Michigan
$2.67M +$532K +10,286 +25%
NB
969
Norinchukin Bank
Japan
$2.66M +$383K +7,406 +17%
WCA
970
Westover Capital Advisors
Delaware
$2.66M -$378K -7,306 -12%
ST
971
Spot Trading
Illinois
$2.65M +$2.3M +44,420 +658%
CWP
972
Capital Wealth Planning
Florida
$2.64M +$1.91M +36,911 +260%
NMIFOAC
973
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.64M – – –
NJBEST
974
New Jersey Better Educational Savings Trust
New Jersey
$2.64M -$310K -6,000 -11%
RC
975
RBF Capital
California
$2.64M – – –
37 38
39
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