JPM icon

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 %
PCM
976
Princeton Capital Management
New Jersey
$2.62M -$157K -3,032 -6%
BCMO
977
Buckingham Capital Management (Ohio)
Ohio
$2.6M +$302K +5,780 +13%
LIM
978
Leavell Investment Management
Alabama
$2.59M +$10.3K +200 +0.4%
ACJ
979
Autonomy Capital (Jersey)
Jersey
$2.59M – – –
UBWV
980
United Bank (West Virginia)
West Virginia
$2.59M +$6.88K +133 +0.3%
ZDA
981
Zweig-DiMenna Associates
New York
$2.59M +$2.59M +50,000 New
NC
982
Northpointe Capital
Michigan
$2.58M +$1.17M +22,632 +83%
LS
983
Livforsakringsbolaget Skandia
Sweden
$2.57M – – –
SACTSONJ
984
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.56M – – –
HCM
985
Hillman Capital Management
Maryland
$2.55M -$24.4K -463 -0.9%
CD
986
Carl Domino
Florida
$2.54M -$621K -12,024 -20%
HJMC
987
Hellman Jordan Management Company
Massachusetts
$2.54M -$625K -12,090 -20%
HA
988
Halsey Associates
Connecticut
$2.52M – – –
RBA
989
Richard Bernstein Advisors
New York
$2.52M – – –
PL
990
Parthenon LLC
Kentucky
$2.52M – – –
ANRIA
991
American National Registered Investment Advisor
Texas
$2.51M -$136K -2,639 -5%
TCOTO
992
Trust Company of the Ozarks
Missouri
$2.48M +$15.5K +300 +0.6%
CLG
993
Cooperman Leon G
$2.48M +$258K +5,000 +12%
VFS
994
VSR Financial Services
Kansas
$2.47M +$33.4K +647 +1%
FHC
995
First Heartland Consultants
Missouri
$2.47M +$75.2K +1,448 +3%
SAM
996
Sawgrass Asset Management
Florida
$2.47M -$64.1K -1,240 -3%
ITIM
997
Indiana Trust & Investment Management
Indiana
$2.47M -$400K -7,731 -14%
MCM
998
McMillion Capital Management
North Carolina
$2.46M -$61.1K -1,181 -2%
CC
999
Courier Capital
New York
$2.45M -$76.9K -1,488 -3%
SAG
1000
Sterne Agee Group
Alabama
$2.43M +$111K +2,145 +5%
38 39
40
41 42