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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 %
RAM
1026
Roanoke Asset Management
New Jersey
$2.15M +$2.15M +39,785 New
LNWWM
1027
Laird Norton Wetherby Wealth Management
California
$2.14M +$68.2K +1,319 +3%
PTB
1028
Pioneer Trust Bank
Oregon
$2.14M – – –
AAMU
1029
AEGON Asset Management (UK)
United Kingdom
$2.13M -$53.8K -1,040 -2%
IB
1030
Intrust Bank
Kansas
$2.12M -$19.4K -375 -0.9%
DBIA
1031
Dumont & Blake Investment Advisors
New Jersey
$2.12M +$15.8K +305 +0.7%
DSC
1032
Duncker Streett & Co
Missouri
$2.11M -$200K -3,873 -9%
CCM
1033
Corsair Capital Management
New York
$2.11M -$2.64K -51 -0.1%
TSWM
1034
Triangle Securities Wealth Management
North Carolina
$2.11M -$170K -3,298 -7%
RG
1035
Renaissance Group
Kentucky
$2.11M +$2.11M +40,827 New
NAMA
1036
Nikko Asset Management Americas
New York
$2.11M -$491K -9,400 -19%
AB
1037
Atlas Brown
Kentucky
$2.1M -$226K -4,368 -10%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$2.09M +$38.6K +746 +2%
BCM
1039
Birmingham Capital Management
Alabama
$2.08M -$78K -1,508 -4%
CS
1040
Cannell & Spears
New York
$2.08M +$350K +6,775 +20%
FMWA
1041
Forvis Mazars Wealth Advisors
Missouri
$2.07M -$5.38K -104 -0.3%
M2MC
1042
Matthew 25 Management Corp
Pennsylvania
$2.05M -$6.91M -412,400 -77%
I
1043
IberiaBank
Louisiana
$2.05M +$209K +4,050 +11%
DAM
1044
Deltec Asset Management
New York
$2.05M +$517K +10,000 +34%
TBNY
1045
Trustco Bank (New York)
New York
$2.05M +$64.1K +1,241 +3%
BIM
1046
Bridges Investment Management
Nebraska
$2.05M +$211K +4,075 +11%
WA
1047
WFG Advisors
Texas
$2.03M -$97.8K -1,892 -5%
PMG
1048
ProVise Management Group
Florida
$2.03M +$10.9K +210 +0.5%
MC
1049
Middleton & Co
Massachusetts
$2.02M +$57.9K +1,120 +3%
OIA
1050
Optimum Investment Advisors
Illinois
$2.02M +$2.02M +39,020 New
40 41
42
43 44