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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
$795M
2
Capital World Investors
Capital World Investors
California
$3.24B
3
Franklin Resources
Franklin Resources
California
$2.74B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$283M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.87B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
HSBC Holdings
United Kingdom
$359M
4
State Street
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
JRP
1201
Jasper Ridge Partners
California
$1.15M – – –
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$1.13M -$113K -2,188 -9%
FAAM
1203
First Allied Asset Management
California
$1.13M -$336K -6,516 -23%
WBG
1204
Wharton Business Group
Pennsylvania
$1.12M -$51.4K -995 -4%
WSCM
1205
Wellington Shields Capital Management
New York
$1.12M -$501K -9,698 -31%
BIM
1206
BRC Investment Management
Colorado
$1.12M -$15.7M -303,587 -93%
FCB
1207
First Citizens Bancorporation
South Carolina
$1.12M +$65.8K +1,274 +6%
SIG
1208
Schaller Investment Group
North Carolina
$1.11M – – –
FBT
1209
Founders Bank & Trust
Michigan
$1.11M +$3.93K +76 +0.4%
MVA
1210
Mount Vernon Associates
Maryland
$1.11M -$2.06M -39,900 -65%
CPIM
1211
Columbia Partners Investment Management
Virginia
$1.11M +$68.3K +1,321 +7%
SCM
1212
Stonebridge Capital Management
California
$1.11M +$211K +4,090 +24%
GCM
1213
Geneva Capital Management
Wisconsin
$1.1M +$31.7K +613 +3%
DMK
1214
David M. Knott
$1.1M – – –
LIC
1215
Lodestar Investment Counsel
Illinois
$1.1M +$5.17K +100 +0.5%
FIM
1216
Frontier Investment Management
Texas
$1.09M +$27.1K +525 +3%
IIM
1217
Intact Investment Management
Quebec, Canada
$1.09M +$719K +13,900 +193%
CWA
1218
Constellation Wealth Advisors
New York
$1.09M -$173K -3,340 -14%
ACM
1219
Argonaut Capital Management
New York
$1.09M +$289K +5,601 +36%
MCM
1220
Manchester Capital Management
Vermont
$1.08M -$16.4K -318 -1%
JIC
1221
Joel Isaacson & Co
New York
$1.07M +$21.6K +418 +2%
BOS
1222
Bank of Stockton
California
$1.07M +$301K +5,820 +39%
VCAM
1223
Van Cleef Asset Management
Ohio
$1.07M -$117K -2,268 -10%
TCOT
1224
Trust Company of Toledo
Ohio
$1.07M +$94.5K +1,830 +10%
SC
1225
Saiers Capital
New York
$1.06M -$8.85M -171,107 -89%
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