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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
DT
1226
Diversified Trust
Tennessee
$978K +$941K +18,517 New
WC
1227
Whitnell & Co
Illinois
$978K +$941K +18,517 New
MBI
1228
Montrusco Bolton Investments
Quebec, Canada
$971K +$935K +18,400 New
PPSG
1229
Princeton Portfolio Strategies Group
New Jersey
$970K +$934K +18,375 New
PP
1230
PDT Partners
New York
$966K +$930K +18,293 New
NCM
1231
Northroad Capital Management
New York
$964K +$928K +18,255 New
NSAM
1232
North Star Asset Management
Wisconsin
$954K +$919K +18,077 New
NAM
1233
Needelman Asset Management
California
$953K +$918K +18,053 New
WA
1234
WealthTrust-Arizona
Arizona
$949K +$914K +17,971 New
RCG
1235
Ruane, Cunniff & Goldfarb
New York
$945K +$910K +17,893 New
HCA
1236
Harbour Capital Advisors
Virginia
$945K +$910K +17,906 New
FHA
1237
First Horizon Advisors
Tennessee
$936K +$901K +17,726 New
WC
1238
Whitney & Co
New York
$932K +$897K +17,650 New
ECM
1239
Endex Capital Management
Kansas
$929K +$894K +17,592 New
KIG
1240
Kovitz Investment Group
Illinois
$927K +$893K +17,556 New
LCM
1241
Logan Capital Management
Pennsylvania
$923K +$1.31M +25,832 New
SCM
1242
Stonebridge Capital Management
California
$915K +$881K +17,337 New
VWM
1243
Valley Wealth Managers
New Jersey
$914K +$881K +17,328 New
SC
1244
Savant Capital
Illinois
$898K +$865K +17,015 New
NAM
1245
NTV Asset Management
West Virginia
$890K +$857K +16,864 New
PFM
1246
Phillips Financial Management
Indiana
$885K +$815K +16,021 New
BIM
1247
Baldwin Investment Management
Pennsylvania
$884K +$851K +16,741 New
CTC (Chicago Trading Company)
1248
CTC (Chicago Trading Company)
Illinois
$884K +$851K +16,746 New
AB
1249
AT Bancorp
Iowa
$879K +$846K +16,647 New
CAM
1250
Cacti Asset Management
Georgia
$876K +$844K +16,600 New
48 49
50
51 52

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.