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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 %
WFMPM
1101
Woodley Farra Manion Portfolio Management
Indiana
$1.7M +$1.02M +19,679 +148%
CAM
1102
Chesapeake Asset Management
New York
$1.7M – – –
CCM
1103
Coldstream Capital Management
Washington
$1.69M +$29.8K +577 +2%
BRWA
1104
B. Riley Wealth Advisors
Florida
$1.67M +$268K +5,192 +19%
MWP
1105
Moller Wealth Partners
$1.66M – – –
WOC
1106
West Oak Capital
California
$1.65M -$15K -290 -0.9%
BSWMG
1107
Barrington Strategic Wealth Management Group
Illinois
$1.65M +$147K +2,840 +10%
FA
1108
FDx Advisors
Illinois
$1.64M +$169K +3,271 +11%
NCM
1109
Novare Capital Management
North Carolina
$1.64M +$315K +6,093 +24%
GJIC
1110
Gamble Jones Investment Counsel
California
$1.64M -$96.4K -1,866 -6%
CCG
1111
Cypress Capital Group
Florida
$1.64M -$755K -14,603 -32%
FBT
1112
First Bankers Trust
Kentucky
$1.64M -$25.9K -500 -2%
RBC
1113
Ronald Blue & Co
Georgia
$1.62M +$1.14M +22,081 +239%
NPA
1114
Nichols & Pratt Advisers
Massachusetts
$1.62M -$349K -6,755 -18%
MFS
1115
MSI Financial Services
Massachusetts
$1.62M +$12.6K +244 +0.8%
GDF
1116
Graham & Dodd Fund
New York
$1.61M -$171K -3,305 -10%
MC
1117
Miles Capital
Iowa
$1.59M -$375K -7,259 -19%
GIS
1118
Guardian Investor Services
New York
$1.57M -$41.9K -810 -3%
GIA
1119
GHP Investment Advisors
Colorado
$1.56M +$2.22K +43 +0.1%
MCM
1120
Maryland Capital Management
Maryland
$1.56M +$70.2K +1,358 +5%
IT
1121
Investors Trust
Texas
$1.55M -$512K -9,900 -25%
AC
1122
Alleghany Corporation
New York
$1.55M – – –
AH
1123
Allen Holding
New York
$1.55M – – –
OA
1124
Outfitter Advisors
Virginia
$1.54M +$136K +2,635 +10%
AMIM
1125
Aull & Monroe Investment Management
Alabama
$1.54M -$11.8K -229 -0.8%
43 44
45
46 47