We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

1,598 hedge funds and large institutions have $146B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,598 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.12% more ownership

Funds ownership: 0% → 73.12% (+73%)

4% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.39B

Holders
1,598
Holders Change
+1,598
Holders Change %
–
% of All Funds
52.14%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
% of All Funds
12.01%
New
1,598
Increased
–
Reduced
–
Closed
–
Calls
$2.48B
Puts
$2.39B
Net Calls
+$87.7M
Net Calls Change
+$87.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1001
Schooner Investment Group
Pennsylvania
$2.31M +$2.24M +44,000 New
BMO
1002
Beck Mack & Oliver
New York
$2.31M +$2.22M +43,661 New
ECM
1003
ETrade Capital Management
Virginia
$2.27M +$2.19M +42,988 New
CLG
1004
Cooperman Leon G
$2.27M +$2.18M +42,900 New
G
1005
GlobalBridge
Minnesota
$2.23M +$2.15M +42,269 New
AAMU
1006
AEGON Asset Management (UK)
United Kingdom
$2.23M +$2.15M +42,275 New
BC
1007
Brinker Capital
Pennsylvania
$2.21M +$2.13M +41,827 New
BCM
1008
Birmingham Capital Management
Alabama
$2.21M +$2.12M +41,777 New
IB
1009
Intrust Bank
Kansas
$2.19M +$2.11M +41,430 New
PTB
1010
Pioneer Trust Bank
Oregon
$2.18M +$2.1M +41,374 New
NPF
1011
Norris Perne & French
Michigan
$2.18M +$2.1M +41,350 New
WA
1012
WFG Advisors
Texas
$2.18M +$2.1M +41,247 New
CCM
1013
Corsair Capital Management
New York
$2.16M +$2.08M +40,914 New
BSB
1014
Bangor Savings Bank
Maine
$2.16M +$2.08M +40,874 New
EHWM
1015
Eads & Heald Wealth Management
Georgia
$2.16M +$2.08M +40,843 New
DBIA
1016
Dumont & Blake Investment Advisors
New Jersey
$2.15M +$2.07M +40,717 New
LNWWM
1017
Laird Norton Wetherby Wealth Management
California
$2.12M +$2.04M +40,090 New
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$2.12M +$2.04M +40,066 New
FA
1019
FMA Advisory
Pennsylvania
$2.11M +$2.03M +40,010 New
BIC
1020
Bridges Investment Counsel
Nebraska
$2.11M +$2.03M +39,965 New
IT
1021
Investors Trust
Texas
$2.11M +$2.03M +39,900 New
RIA
1022
Rushmore Investment Advisors
Texas
$2.1M +$2.03M +39,869 New
RIG
1023
Roosevelt Investment Group
New York
$2.1M +$2.03M +39,836 New
DWT
1024
Dorsey & Whitney Trust
South Dakota
$2.09M +$2.02M +39,643 New
CC
1025
Curian Capital
Colorado
$2.07M +$2M +39,285 New
39 40
41
42 43

JPM Hedge Fund Activity: Q2 2013 in Review

1,598 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2013, worth a combined $146B.

Buyers outnumbered sellers: 1,598 funds opened new JPM positions and 0 closed out — a net gain of 1,598 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,598 institutional investors held JPMorgan Chase (JPM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $146B of JPMorgan Chase stock for Q2 2013.
  • 1,598 funds opened new JPMorgan Chase positions in Q2 2013 and 0 closed out, a net change of +1,598 holders.

Based on aggregated 13F filings for Q2 2013.