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JPMorgan Chase
JPM

Overview Fund Activity

1,596 hedge funds and large institutions have $145B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,596 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+1,596
Holders Change %
–
% of All Funds
52.11%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
%
% of All Funds
12.01%
New
1,596
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 		Shares
Change %
GCM
1201
Geneva Capital Management
Wisconsin
$1.1M +$1.1M +20,737 New
CCM
1202
Condor Capital Management
New Jersey
$1.09M +$1.09M +20,675 New
FIM
1203
Frontier Investment Management
Texas
$1.09M +$1.09M +20,648 New
PH
1204
Pinnacle Holdings
Oklahoma
$1.09M +$1.09M +20,600 New
SAM
1205
Shikiar Asset Management
New York
$1.09M +$1.09M +20,600 New
WP
1206
WMS Partners
Maryland
$1.08M +$1.08M +20,532 New
HSA
1207
Holt-Smith Advisors
Wisconsin
$1.08M +$1.08M +20,417 New
FCB
1208
First Citizens Bancorporation
South Carolina
$1.07M +$1.07M +20,327 New
JIC
1209
Joel Isaacson & Co
New York
$1.07M +$1.07M +20,302 New
RT
1210
Reliance Trust
Georgia
$1.07M +$1.07M +20,306 New
JIM
1211
Jupiter Investment Management
United Kingdom
$1.07M +$1.07M +20,258 New
WIL
1212
Winifred I. Li
$1.06M +$1.06M +20,146 New
CPIM
1213
Columbia Partners Investment Management
Virginia
$1.06M +$1.06M +20,140 New
WAM
1214
Weatherly Asset Management
California
$1.06M +$1.06M +20,021 New
IWC
1215
Integrated Wealth Counsel
California
$1.06M +$1.06M +20,021 New
MCA
1216
Mendon Capital Advisors
Florida
$1.06M +$1.06M +20,000 New
GA
1217
GFS Advisors
Texas
$1.03M +$1.03M +19,583 New
JG
1218
Jefferies Group
New York
$1.03M +$1.03M +19,420 New
BOK
1219
Bank of Kentucky
Kentucky
$1.01M +$1.01M +19,188 New
ACP
1220
Ashfield Capital Partners
California
$998K +$998K +18,904 New
AI
1221
Atria Investments
North Carolina
$996K +$996K +18,865 New
TCOT
1222
Trust Company of Toledo
Ohio
$992K +$992K +18,786 New
MBT
1223
Monroe Bank & Trust
Michigan
$989K +$989K +18,739 New
DT
1224
Diversified Trust
Tennessee
$978K +$978K +18,517 New
WC
1225
Whitnell & Co
Illinois
$978K +$978K +18,517 New
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