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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
AIP
1051
Ameritas Investment Partners
Nebraska
$1.9M +$1.83M +36,000 New
B
1052
Bailard
California
$1.89M +$1.82M +35,728 New
I
1053
IberiaBank
Louisiana
$1.88M +$1.81M +35,542 New
BIM
1054
Bridges Investment Management
Nebraska
$1.87M +$1.8M +35,475 New
IC
1055
InterOcean Capital
Illinois
$1.87M +$1.8M +35,458 New
HSA
1056
HBK Sorce Advisory
Pennsylvania
$1.86M +$1.79M +35,274 New
MP
1057
Manifold Partners
California
$1.86M +$1.79M +35,163 New
HIC
1058
Harvey Investment Company
Kentucky
$1.85M +$1.78M +35,040 New
LPT
1059
Legacy Private Trust
Wisconsin
$1.85M +$1.78M +34,982 New
IIM
1060
Ipswich Investment Management
Massachusetts
$1.84M +$1.77M +34,801 New
LW
1061
Linscomb Wealth
Texas
$1.83M +$1.76M +34,584 New
RIM
1062
Regent Investment Management
Kentucky
$1.82M +$1.76M +34,538 New
BMC
1063
Benin Management Corp
Connecticut
$1.82M +$1.75M +34,495 New
SFSIG
1064
San Francisco Sentry Investment Group
California
$1.82M +$1.75M +34,501 New
GDF
1065
Graham & Dodd Fund
New York
$1.81M +$1.75M +34,374 New
AP
1066
Advisor Partners
California
$1.81M +$1.74M +34,308 New
GVT
1067
Genesee Valley Trust
New York
$1.8M +$1.74M +34,138 New
FA
1068
FCG Advisors
New Jersey
$1.8M +$1.73M +34,066 New
11A
1069
10-15 Associates
New York
$1.8M +$1.73M +34,031 New
PWS
1070
Peloton Wealth Strategists
Indiana
$1.79M +$1.73M +33,950 New
GWM
1071
Greenwich Wealth Management
Connecticut
$1.79M +$1.73M +33,936 New
MCWS
1072
McKinley Carter Wealth Services
West Virginia
$1.79M +$1.72M +33,888 New
QT
1073
Quantbot Technologies
New York
$1.77M +$1.71M +33,639 New
GJIC
1074
Gamble Jones Investment Counsel
California
$1.77M +$1.71M +33,581 New
CS
1075
Cannell & Spears
New York
$1.76M +$1.7M +33,393 New
41 42
43
44 45

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.