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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 %
FBB
1176
Fulton Breakefield Broenniman
Maryland
$1.27M +$38.8K +751 +3%
UR
1177
USCA RIA
Texas
$1.26M +$31.5K +610 +3%
BDF
1178
Balasa Dinverno & Foltz
$1.25M -$83.7K -1,620 -6%
WPC
1179
White Pine Capital
Minnesota
$1.25M -$209K -4,050 -14%
LPC
1180
Loeb Partners Corp
New York
$1.24M – – –
SSWM
1181
Sheets Smith Wealth Management
North Carolina
$1.24M – – –
KA
1182
Kerrisdale Advisers
Florida
$1.24M +$81.6K +1,578 +7%
LC
1183
Lilley & Co
Michigan
$1.24M +$25.8K +500 +2%
BTCOSD
1184
Bankers Trust Company of South Dakota
Iowa
$1.23M -$5.69K -110 -0.5%
MHI
1185
Miller Howard Investments
New York
$1.22M – – –
ST
1186
Smithfield Trust
Pennsylvania
$1.22M -$121K -2,334 -9%
WSTAM
1187
Wilbanks Smith & Thomas Asset Management
Virginia
$1.21M -$27.3K -528 -2%
VanEck Associates
1188
VanEck Associates
New York
$1.21M -$133K -2,566 -10%
IA
1189
Icon Advisers
Colorado
$1.2M -$4.35M -84,090 -78%
FHB
1190
First Hawaiian Bank
Hawaii
$1.2M +$901K +17,437 +299%
MMLI
1191
Massachusetts Mutual Life Insurance
Massachusetts
$1.2M +$596K +11,529 +99%
IAS
1192
INR Advisory Services
Pennsylvania
$1.2M – – –
BG
1193
Bollard Group
Massachusetts
$1.19M +$982K +19,000 +475%
KC
1194
Kingfisher Capital
North Carolina
$1.19M -$39.3K -760 -3%
SOAMC
1195
Spirit of America Management Corp
New York
$1.19M – – –
PFS
1196
Penseco Financial Services
Pennsylvania
$1.18M +$12.8K +247 +1%
HDIM
1197
Hanson & Doremus Investment Management
Vermont
$1.18M +$20.1K +396 +2%
LBC
1198
Lawrence B. Cohen
$1.17M +$82.7K +1,600 +8%
ATC
1199
Adirondack Trust Company
New York
$1.17M +$2.58K +50 +0.2%
WIC
1200
Wilkins Investment Counsel
Massachusetts
$1.16M – – –
46 47
48
49 50