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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
1
Eagle Asset Management
Florida
$795M
2
Capital World Investors
2
Capital World Investors
California
$3.24B
3
Franklin Resources
3
Franklin Resources
California
$2.74B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$283M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.87B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$359M
4
State Street
4
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$358M -$46.5M -899,742 -12%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$351M +$10.9M +209,912 +3%
WRF
78
Waddell & Reed Financial
Kansas
$349M -$126M -2,445,801 -27%
GE
79
General Electric
Ohio
$339M +$6.12M +118,376 +2%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$339M -$5.3M -102,594 -2%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$333M -$4.14M -80,064 -1%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$333M -$9.24M -178,803 -3%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$331M +$27.9M +540,690 +9%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$331M -$10.3M -200,000 -3%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$319M -$23.2M -449,246 -7%
PPA
86
Parametric Portfolio Associates
Washington
$319M -$8.3M -160,668 -3%
Pzena Investment Management
87
Pzena Investment Management
New York
$314M +$7.94M +153,674 +3%
Barclays
88
Barclays
United Kingdom
$313M +$59M +1,156,591 +23%
Sanders Capital
89
Sanders Capital
Florida
$310M +$2.25M +43,600 +0.7%
Axa
90
Axa
France
$308M +$7.02M +135,766 +2%
Acadian Asset Management
91
Acadian Asset Management
Massachusetts
$297M +$131M +2,538,522 +79%
PP
92
Prudential plc
United Kingdom
$292M +$3.85M +74,424 +1%
EAM
93
Edge Asset Management
Washington
$292M +$145M +2,782,329 +99%
TG
94
TCW Group
California
$290M +$261K +5,044 +0.1%
MTB
95
Mizuho Trust & Banking
Japan
$290M – – –
SONJCPFA
96
State of New Jersey Common Pension Fund A
New Jersey
$287M -$28.8M -557,000 -9%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$283M +$217M +4,197,810 +327%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$282M -$55.1M -1,065,585 -16%
Ninety One (UK)
99
Ninety One (UK)
United Kingdom
$275M +$3.09M +59,808 +1%
BJ
100
BlackRock Japan
Japan
$273M -$42.7M -825,433 -14%
2 3
4
5 6