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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
TT
1151
Tiedemann Trust
Delaware
$1.34M +$1.3M +25,487 New
TNBTD
1152
Trustmark National Bank Trust Department
Mississippi
$1.34M +$1.29M +25,374 New
LCM
1153
Leonard Capital Management
Florida
$1.34M +$1.29M +25,331 New
MIU
1154
Man Investments (UK)
United Kingdom
$1.33M +$1.29M +25,279 New
MGIA
1155
Moneta Group Investment Advisors
Missouri
$1.33M +$1.28M +25,175 New
BC
1156
Burney Company
Virginia
$1.31M +$1.27M +24,916 New
BAS
1157
Brown Advisory Securities
Maryland
$1.31M +$1.27M +24,883 New
STB
1158
S&T Bank
Pennsylvania
$1.3M +$1.25M +24,591 New
BG
1159
Bahl & Gaynor
Ohio
$1.29M +$1.24M +24,408 New
FCCM
1160
First City Capital Management
Georgia
$1.29M +$1.24M +24,382 New
CWA
1161
Constellation Wealth Advisors
New York
$1.29M +$1.24M +24,359 New
IAS
1162
IMA Advisory Services
Colorado
$1.27M +$1.23M +24,114 New
FCFC
1163
First Commonwealth Financial Corp
Pennsylvania
$1.27M +$1.23M +24,095 New
MSS
1164
Mitchell Sinkler & Starr
Pennsylvania
$1.27M +$1.22M +24,045 New
WSTAM
1165
Wilbanks Smith & Thomas Asset Management
Virginia
$1.27M +$1.22M +24,023 New
LPC
1166
Loeb Partners Corp
New York
$1.27M +$1.22M +24,000 New
SSWM
1167
Sheets Smith Wealth Management
North Carolina
$1.27M +$1.22M +24,000 New
RCAG
1168
Rehmann Capital Advisory Group
Michigan
$1.27M +$1.22M +23,985 New
BTCOSD
1169
Bankers Trust Company of South Dakota
Iowa
$1.26M +$1.21M +23,862 New
GI
1170
Gradient Investments
Minnesota
$1.26M +$1.21M +23,866 New
FBB
1171
Fulton Breakefield Broenniman
Maryland
$1.26M +$1.21M +23,807 New
KC
1172
Kingfisher Capital
North Carolina
$1.25M +$1.21M +23,716 New
UR
1173
USCA RIA
Texas
$1.25M +$1.2M +23,669 New
MHI
1174
Miller Howard Investments
New York
$1.25M +$1.2M +23,593 New
LC
1175
Lilley & Co
Michigan
$1.24M +$1.19M +23,475 New
45 46
47
48 49

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.