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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 %
MBI
1226
Montrusco Bolton Investments
Quebec, Canada
$971K +$971K +18,400 New
PPSG
1227
Princeton Portfolio Strategies Group
New Jersey
$970K +$970K +18,375 New
PP
1228
PDT Partners
New York
$966K +$966K +18,293 New
NCM
1229
Northroad Capital Management
New York
$964K +$964K +18,255 New
NSAM
1230
North Star Asset Management
Wisconsin
$954K +$954K +18,077 New
NAM
1231
Needelman Asset Management
California
$953K +$953K +18,053 New
WA
1232
WealthTrust-Arizona
Arizona
$949K +$949K +17,971 New
RCG
1233
Ruane, Cunniff & Goldfarb
New York
$945K +$945K +17,893 New
HCA
1234
Harbour Capital Advisors
Virginia
$945K +$945K +17,906 New
FHA
1235
First Horizon Advisors
Tennessee
$936K +$936K +17,726 New
WC
1236
Whitney & Co
New York
$932K +$932K +17,650 New
ECM
1237
Endex Capital Management
Kansas
$929K +$929K +17,592 New
KIG
1238
Kovitz Investment Group
Illinois
$927K +$927K +17,556 New
LCM
1239
Logan Capital Management
Pennsylvania
$923K +$923K +25,832 New
SCM
1240
Stonebridge Capital Management
California
$915K +$915K +17,337 New
VWM
1241
Valley Wealth Managers
New Jersey
$914K +$914K +17,328 New
SC
1242
Savant Capital
Illinois
$898K +$898K +17,015 New
NAM
1243
NTV Asset Management
West Virginia
$890K +$890K +16,864 New
PFM
1244
Phillips Financial Management
Indiana
$885K +$885K +16,021 New
BIM
1245
Baldwin Investment Management
Pennsylvania
$884K +$884K +16,741 New
CTC (Chicago Trading Company)
1246
CTC (Chicago Trading Company)
Illinois
$884K +$884K +16,746 New
AB
1247
AT Bancorp
Iowa
$879K +$879K +16,647 New
CAM
1248
Cacti Asset Management
Georgia
$876K +$876K +16,600 New
EWM
1249
Edge Wealth Management
New York
$870K +$870K +16,456 New
CICI
1250
Capital Investment Counsel Inc
North Carolina
$866K +$866K +16,403 New
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