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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
1
Eagle Asset Management
Florida
$795M
2
Capital World Investors
2
Capital World Investors
California
$3.24B
3
Franklin Resources
3
Franklin Resources
California
$2.74B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$283M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.87B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$359M
4
State Street
4
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGIM
101
I.G. Investment Management
Manitoba, Canada
$272M +$32.8M +634,504 +14%
CA
102
Commerzbank Aktiengesellschaft
Germany
$269M -$66M -1,277,098 -20%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$254M -$9.59M -185,440 -4%
IG
104
ING Group
Netherlands
$253M -$51.3M -992,759 -17%
Diamond Hill Capital Management
105
Diamond Hill Capital Management
Ohio
$252M -$481K -9,301 -0.2%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$250M +$172K +3,332 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
107
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$244M -$21.6M -418,801 -8%
HL
108
Harding Loevner
New Jersey
$241M +$19.7M +381,141 +9%
CIP
109
Cornerstone Investment Partners
Georgia
$235M +$31.9M +616,475 +16%
PAM
110
Panagora Asset Management
Massachusetts
$234M +$10.5M +202,712 +5%
AQR Capital Management
111
AQR Capital Management
Connecticut
$229M +$4.15M +80,246 +2%
SO
112
STRS Ohio
Ohio
$225M -$21.6M -417,928 -9%
TA
113
Teachers Advisors
New York
$224M -$17.9M -345,359 -7%
Calamos Advisors
114
Calamos Advisors
Illinois
$223M +$37.9M +732,314 +20%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$221M -$23.2M -449,053 -10%
AIM
116
abrdn Investment Management
United Kingdom
$214M +$7.22M +139,744 +3%
Jennison Associates
117
Jennison Associates
New York
$210M +$15.4M +298,120 +8%
SG Americas Securities
118
SG Americas Securities
New York
$209M -$85.2M -1,649,215 -29%
Capital International Investors
119
Capital International Investors
California
$208M – – –
Credit Agricole
120
Credit Agricole
France
$205M +$205M +3,962,307 New
Federated Hermes
121
Federated Hermes
Pennsylvania
$205M -$42.9M -829,590 -17%
WT
122
Wellcome Trust
United Kingdom
$196M – – –
Loomis, Sayles & Company
123
Loomis, Sayles & Company
Massachusetts
$194M -$385K -7,451 -0.2%
USAA
124
United Services Automobile Association
Texas
$190M +$2M +38,762 +1%
NIMC
125
NWQ Investment Management Company
California
$189M -$24.6M -475,466 -11%
3 4
5
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