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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 %
OAC
1001
OMERS Administration Corp
Ontario, Canada
$2.42M -$4.06M -78,600 -63%
GCP
1002
GSA Capital Partners
United Kingdom
$2.41M +$42.2K +817 +2%
FA
1003
FMA Advisory
Pennsylvania
$2.41M +$341K +6,599 +16%
COI
1004
Connable Office Inc
Michigan
$2.4M -$674K -13,042 -22%
VST
1005
Van Strum & Towne
California
$2.38M -$1.33M -25,669 -36%
QT
1006
Quantbot Technologies
New York
$2.38M +$642K +12,428 +37%
First Eagle Investment Management
1007
First Eagle Investment Management
New York
$2.38M – – –
CCM
1008
Cupps Capital Management
Illinois
$2.35M -$737K -14,270 -24%
BIC
1009
Bridges Investment Counsel
Nebraska
$2.35M +$279K +5,392 +13%
CT
1010
Cambridge Trust
Massachusetts
$2.34M +$43.6K +843 +2%
NEPWA
1011
New England Private Wealth Advisors
Massachusetts
$2.31M -$19K -367 -0.8%
PPSG
1012
Princeton Portfolio Strategies Group
New Jersey
$2.31M +$1.36M +26,223 +143%
BC
1013
Brinker Capital
Pennsylvania
$2.29M +$127K +2,452 +6%
WIS
1014
Wright Investors Service
Connecticut
$2.28M -$64.2K -1,243 -3%
MNBTD
1015
Moody National Bank Trust Division
Texas
$2.28M -$135K -2,609 -6%
PTC
1016
Private Trust Company
Ohio
$2.27M +$280K +5,407 +14%
NPC
1017
National Planning Corporation
California
$2.27M +$695K +13,432 +44%
MIS
1018
Morningstar Investment Services
Illinois
$2.26M +$255K +4,887 +13%
BMO
1019
Beck Mack & Oliver
New York
$2.25M -$9.35K -181 -0.4%
GWM
1020
Graybill Wealth Management
Illinois
$2.25M +$2.25M +43,468 New
BB
1021
Bell Bank
North Dakota
$2.23M +$222K +4,304 +11%
JGUA
1022
John G. Ullman & Associates
New York
$2.21M -$93.1K -1,800 -4%
KAM
1023
Kokusai Asset Management
Japan
$2.16M -$853K -16,500 -28%
RIG
1024
Roosevelt Investment Group
New York
$2.16M +$99.8K +1,931 +5%
SAMNY
1025
Samsung Asset Management (New York)
New York
$2.16M +$222K +4,300 +11%
39 40
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