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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
PMG
1026
ProVise Management Group
Florida
$2.06M +$1.98M +39,030 New
SLF
1027
Sun Life Financial
Ontario, Canada
$2.06M +$1.98M +39,009 New
BB
1028
Bell Bank
North Dakota
$2.04M +$1.97M +38,737 New
BIM
1029
Beach Investment Management
Pennsylvania
$2.04M +$1.96M +38,630 New
PTC
1030
Private Trust Company
Ohio
$2.04M +$1.96M +38,582 New
FAM
1031
Fiduciary Asset Management
Missouri
$2.03M +$1.96M +38,500 New
MIS
1032
Morningstar Investment Services
Illinois
$2.03M +$1.95M +38,402 New
WKA
1033
Wilson Kemp & Associates
Michigan
$2.02M +$1.95M +38,355 New
TBNY
1034
Trustco Bank (New York)
New York
$2.02M +$1.95M +38,325 New
GD
1035
Grandfield & Dodd
New York
$2.02M +$1.95M +38,299 New
NPA
1036
Nichols & Pratt Advisers
Massachusetts
$2.01M +$1.93M +38,033 New
MC
1037
Miles Capital
Iowa
$2.01M +$1.93M +38,001 New
MC
1038
Middleton & Co
Massachusetts
$2.01M +$1.93M +38,004 New
SCI
1039
S&CO Inc
Massachusetts
$2M +$1.93M +37,934 New
SAMNY
1040
Samsung Asset Management (New York)
New York
$1.97M +$1.9M +37,400 New
PIM
1041
Penobscot Investment Management
Massachusetts
$1.97M +$1.9M +37,353 New
NL
1042
NWAM LLC
Washington
$1.97M +$1.9M +37,354 New
CFS
1043
Community Financial System
New York
$1.96M +$1.88M +37,058 New
MIC
1044
MU Investments Company
Japan
$1.95M +$1.86M +36,596 New
SCM
1045
SOL Capital Management
Maryland
$1.93M +$1.86M +36,591 New
FLC
1046
Francis L. Coolidge
$1.93M +$1.85M +36,466 New
CCT
1047
Country Club Trust
Missouri
$1.92M +$1.85M +36,372 New
MFIMFI
1048
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.92M +$1.85M +36,327 New
TT
1049
Tower Trust
Indiana
$1.91M +$1.84M +36,168 New
CCMU
1050
Cheyne Capital Management (UK)
United Kingdom
$1.91M +$1.93M +38,000 New
40 41
42
43 44

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.