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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 %
DCM
1051
Decade Capital Management
New York
$2M +$2M +38,700 New
EHWM
1052
Eads & Heald Wealth Management
Georgia
$1.98M -$134K -2,599 -6%
NL
1053
NWAM LLC
Washington
$1.97M +$40.4K +781 +2%
PIM
1054
Penobscot Investment Management
Massachusetts
$1.97M +$38.5K +745 +2%
MIC
1055
MU Investments Company
Japan
$1.97M +$57.5K +1,100 +3%
MCWS
1056
McKinley Carter Wealth Services
West Virginia
$1.97M +$214K +4,133 +12%
RIM
1057
Regent Investment Management
Kentucky
$1.96M +$177K +3,423 +10%
SCI
1058
S&CO Inc
Massachusetts
$1.96M – – –
BSB
1059
Bangor Savings Bank
Maine
$1.96M -$153K -2,970 -7%
AIM
1060
ADAR Investment Management
New Jersey
$1.95M -$24M -464,383 -92%
JFGIW
1061
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.95M +$582K +11,251 +42%
CAM
1062
CMT Asset Management
Illinois
$1.95M +$1.95M +37,764 New
G
1063
GlobalBridge
Minnesota
$1.94M -$244K -4,726 -11%
RC
1064
RegentAtlantic Capital
New Jersey
$1.92M +$331K +6,412 +21%
LPT
1065
Legacy Private Trust
Wisconsin
$1.91M +$105K +2,030 +6%
LW
1066
Linscomb Wealth
Texas
$1.89M +$103K +1,999 +6%
CFS
1067
Community Financial System
New York
$1.88M -$31K -600 -2%
BAM
1068
Burnham Asset Management
New York
$1.88M -$741K -14,347 -28%
IC
1069
InterOcean Capital
Illinois
$1.88M +$46.5K +900 +3%
SLF
1070
Sun Life Financial
Ontario, Canada
$1.87M -$147K -2,842 -7%
SFSIG
1071
San Francisco Sentry Investment Group
California
$1.87M +$82.3K +1,591 +5%
AAM
1072
Aureus Asset Management
Massachusetts
$1.86M -$557K -10,772 -23%
11A
1073
10-15 Associates
New York
$1.86M +$96.5K +1,867 +5%
AP
1074
Advisor Partners
California
$1.86M +$81.5K +1,577 +5%
SCM
1075
SOL Capital Management
Maryland
$1.85M -$42.3K -819 -2%
41 42
43
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