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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
LBC
1201
Lawrence B. Cohen
$1.11M +$1.07M +21,010 New
GXMC
1202
Global X Management Company
New York
$1.1M +$1.06M +20,774 New
GCM
1203
Geneva Capital Management
Wisconsin
$1.09M +$1.05M +20,737 New
CCM
1204
Condor Capital Management
New Jersey
$1.09M +$1.05M +20,675 New
FIM
1205
Frontier Investment Management
Texas
$1.09M +$1.05M +20,648 New
PH
1206
Pinnacle Holdings
Oklahoma
$1.09M +$1.05M +20,600 New
SAM
1207
Shikiar Asset Management
New York
$1.09M +$1.05M +20,600 New
WP
1208
WMS Partners
Maryland
$1.08M +$1.04M +20,532 New
HSA
1209
Holt-Smith Advisors
Wisconsin
$1.08M +$1.04M +20,417 New
FCB
1210
First Citizens Bancorporation
South Carolina
$1.07M +$1.03M +20,327 New
JIC
1211
Joel Isaacson & Co
New York
$1.07M +$1.03M +20,302 New
RT
1212
Reliance Trust
Georgia
$1.07M +$1.03M +20,306 New
JIM
1213
Jupiter Investment Management
United Kingdom
$1.07M +$1.03M +20,258 New
WIL
1214
Winifred I. Li
$1.06M +$1.02M +20,146 New
CPIM
1215
Columbia Partners Investment Management
Virginia
$1.06M +$1.02M +20,140 New
IWC
1216
Integrated Wealth Counsel
California
$1.06M +$1.02M +20,021 New
WAM
1217
Weatherly Asset Management
California
$1.06M +$1.02M +20,021 New
MCA
1218
Mendon Capital Advisors
Florida
$1.06M +$1.02M +20,000 New
GA
1219
GFS Advisors
Texas
$1.03M +$996K +19,583 New
JG
1220
Jefferies Group
New York
$1.03M +$987K +19,420 New
BOK
1221
Bank of Kentucky
Kentucky
$1.01M +$976K +19,188 New
ACP
1222
Ashfield Capital Partners
California
$998K +$961K +18,904 New
AI
1223
Atria Investments
North Carolina
$996K +$959K +18,865 New
TCOT
1224
Trust Company of Toledo
Ohio
$992K +$955K +18,786 New
MBT
1225
Monroe Bank & Trust
Michigan
$989K +$953K +18,739 New
47 48
49
50 51

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.