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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 %
DD
1126
Dominick & Dominick
New York
$1.53M -$157K -3,034 -9%
CCM
1127
Chinook Capital Management
Oregon
$1.53M -$2.07K -40 -0.1%
SAM
1128
Shamrock Asset Management
Texas
$1.53M -$60.7K -1,173 -4%
MCM
1129
Monarch Capital Management
Indiana
$1.53M -$15.9K -307 -1%
WPIC
1130
White Pine Investment Company
Michigan
$1.51M -$6.61K -128 -0.4%
CAM
1131
Centre Asset Management
New York
$1.5M -$2.2M -42,600 -59%
CAM
1132
Congress Asset Management
Massachusetts
$1.49M +$170K +3,295 +13%
DT
1133
Diversified Trust
Tennessee
$1.49M +$530K +10,251 +55%
MFIMFI
1134
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.49M -$392K -7,577 -21%
RC
1135
Roundview Capital
New Jersey
$1.49M +$67.5K +1,305 +5%
CWM
1136
Concert Wealth Management
California
$1.48M +$61.6K +1,197 +4%
IIM
1137
Ipswich Investment Management
Massachusetts
$1.47M -$332K -6,419 -18%
CDH
1138
Charles D. Hyman
$1.47M -$208K -4,018 -12%
TWA
1139
TCI Wealth Advisors
Arizona
$1.47M – – –
CW
1140
Cabot-Wellington
Massachusetts
$1.45M +$123K +2,380 +9%
FFC
1141
First Financial Corp
Indiana
$1.45M +$6.72K +130 +0.5%
WIL
1142
Winifred I. Li
$1.44M +$394K +7,630 +38%
BCM
1143
Boltwood Capital Management
California
$1.43M -$3.88K -75 -0.3%
CIC
1144
Crawford Investment Counsel
Georgia
$1.41M -$1.58M -30,517 -53%
HBT
1145
Hills Bank & Trust
Iowa
$1.4M -$201K -3,893 -13%
GF
1146
Gerstein Fisher
New York
$1.4M +$69.6K +1,347 +5%
HCA
1147
Horan Capital Advisors
Ohio
$1.4M +$197K +3,814 +16%
IPRC
1148
Indices-Pac Research Corporation
New Jersey
$1.39M -$153K -2,955 -10%
MIH
1149
Madison Investment Holdings
Wisconsin
$1.39M – – –
GIM
1150
Goelzer Investment Management
Indiana
$1.37M -$1.4M -27,152 -51%
44 45
46
47 48