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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 %
EA
1076
Emerald Advisers
Pennsylvania
$1.85M +$215K +4,163 +13%
BFIM
1077
Beese Fulmer Investment Management
Ohio
$1.84M +$271K +5,242 +17%
QIM
1078
Quantitative Investment Management
Virginia
$1.83M -$2.57M -49,800 -58%
TT
1079
Tower Trust
Indiana
$1.82M -$49.4K -956 -3%
GIA
1080
Guyasuta Investment Advisors
Pennsylvania
$1.81M +$148K +2,855 +9%
GD
1081
Grandfield & Dodd
New York
$1.81M -$171K -3,316 -9%
BCM
1082
Brown Capital Management
Maryland
$1.81M +$191K +3,689 +12%
GLI
1083
Guardian Life Insurance
New York
$1.79M -$590K -11,407 -25%
TCM
1084
Tributary Capital Management
Nebraska
$1.79M -$4.74M -91,780 -73%
RSS
1085
Rosenblum Silverman Sutton
California
$1.79M +$1.79M +34,524 New
BA
1086
Birinyi Associates
Connecticut
$1.78M +$413K +8,000 +30%
HIC
1087
Harvey Investment Company
Kentucky
$1.78M -$34K -658 -2%
FM
1088
Forward Management
California
$1.77M +$48.8K +942 +3%
PHS
1089
Pekin Hardy Strauss
Illinois
$1.76M +$155K +3,003 +10%
CCT
1090
Country Club Trust
Missouri
$1.76M -$118K -2,283 -6%
GWM
1091
Greenwich Wealth Management
Connecticut
$1.76M +$7.24K +140 +0.4%
PWS
1092
Peloton Wealth Strategists
Indiana
$1.76M – – –
HCC
1093
Hirtle Callaghan & Co
Pennsylvania
$1.74M +$1.74M +33,714 New
BMC
1094
Benin Management Corp
Connecticut
$1.74M -$41.4K -800 -2%
WS
1095
Wedbush Securities
California
$1.74M +$150K +2,897 +9%
GVT
1096
Genesee Valley Trust
New York
$1.74M -$29.9K -579 -2%
FA
1097
FCG Advisors
New Jersey
$1.73M -$26.4K -511 -2%
CBN
1098
Cadence Bank NA
Texas
$1.73M +$53.9K +1,043 +3%
FAM
1099
Fiduciary Asset Management
Missouri
$1.73M -$259K -5,000 -13%
Verition Fund Management
1100
Verition Fund Management
Connecticut
$1.71M +$304K +5,884 +22%
42 43
44
45 46