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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 %
TC
1151
Taylor Cottrill
New Hampshire
$1.37M – – –
TNBTD
1152
Trustmark National Bank Trust Department
Mississippi
$1.37M +$54K +1,045 +4%
BC
1153
Burney Company
Virginia
$1.36M +$70.9K +1,371 +6%
LCM
1154
Logan Capital Management
Pennsylvania
$1.35M +$13.1K +254 +1%
CA
1155
Cetera Advisors
Colorado
$1.35M -$107K -2,072 -7%
EML
1156
Eos Management LP
New York
$1.34M – – –
MWP
1157
MYCIO Wealth Partners
Pennsylvania
$1.34M -$87.3K -1,690 -6%
AIM
1158
Aspen Investment Management
Michigan
$1.33M – – –
HC
1159
HHG & Company
Connecticut
$1.33M +$7.65K +148 +0.6%
BC
1160
Banced Corp
Illinois
$1.33M -$59.1K -1,142 -4%
PIP
1161
Palisades Investment Partners
California
$1.33M – – –
OH
1162
Orbis Holdings
Bermuda
$1.32M – – –
LCM
1163
Leonard Capital Management
Florida
$1.31M – – –
AWA
1164
AmeriServ Wealth Advisors
Pennsylvania
$1.31M -$12.9K -250 -1%
IAS
1165
IMA Advisory Services
Colorado
$1.31M +$61K +1,180 +5%
CIC
1166
Carnegie Investment Counsel
Ohio
$1.3M +$105K +2,022 +9%
BAS
1167
Brown Advisory Securities
Maryland
$1.3M +$13.2K +255 +1%
NDSI
1168
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$174K -3,372 -12%
BG
1169
Bahl & Gaynor
Ohio
$1.29M +$30.6K +593 +2%
PP
1170
PDT Partners
New York
$1.28M +$337K +6,513 +36%
FCFC
1171
First Commonwealth Financial Corp
Pennsylvania
$1.28M +$35.4K +685 +3%
DCM
1172
Dynamic Capital Management
Jersey
$1.28M +$1.28M +24,748 New
MGIA
1173
Moneta Group Investment Advisors
Missouri
$1.28M -$24.6K -475 -2%
STB
1174
S&T Bank
Pennsylvania
$1.28M +$5.17K +100 +0.4%
FCCM
1175
First City Capital Management
Georgia
$1.27M +$10.3K +200 +0.8%
45 46
47
48 49