JPM icon

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 %
SAM
1226
Shikiar Asset Management
New York
$1.05M -$15.5K -300 -1%
BOK
1227
Bank of Kentucky
Kentucky
$1.05M +$54.1K +1,047 +5%
KFS
1228
KMS Financial Services
Washington
$1.04M +$503K +9,725 +93%
GIA
1229
Granite Investment Advisors
New Hampshire
$1.04M -$8.16M -157,974 -89%
MCA
1230
Mendon Capital Advisors
Florida
$1.03M – – –
OCM
1231
Otter Creek Management
Florida
$1.03M +$1.03M +20,000 New
CCM
1232
Condor Capital Management
New Jersey
$1.03M -$37.1K -718 -3%
SI
1233
SII Investments
Wisconsin
$1.02M -$88.3K -1,707 -8%
PH
1234
Pinnacle Holdings
Oklahoma
$1.02M -$49.2K -952 -5%
ANB
1235
Amarillo National Bank
Texas
$1M -$153K -2,960 -13%
MBT
1236
Monroe Bank & Trust
Michigan
$998K +$29.2K +565 +3%
WAM
1237
Weatherly Asset Management
California
$990K -$45K -870 -4%
WSC
1238
Wellington Shields & Co
New York
$988K +$103K +2,000 +12%
CCMU
1239
Cheyne Capital Management (UK)
United Kingdom
$982K -$982K -19,000 -50%
ACP
1240
Ashfield Capital Partners
California
$967K -$10.3K -200 -1%
HSA
1241
HBK Sorce Advisory
Pennsylvania
$962K -$861K -16,664 -47%
ACI
1242
Advance Capital I
Michigan
$961K +$961K +18,600 New
NSAM
1243
North Star Asset Management
Wisconsin
$946K +$12K +232 +1%
WA
1244
WealthTrust-Arizona
Arizona
$936K +$6.88K +133 +0.7%
NAM
1245
Needelman Asset Management
California
$931K -$2.59K -50 -0.3%
OFS
1246
Orrstown Financial Services
Pennsylvania
$930K +$390K +7,549 +72%
WP
1247
WMS Partners
Maryland
$928K -$133K -2,575 -13%
HCA
1248
Harbour Capital Advisors
Virginia
$926K – – –
SAMC
1249
Shinko Asset Management Company
Japan
$925K -$217K -4,200 -19%
RCG
1250
Ruane, Cunniff & Goldfarb
New York
$919K -$5.63K -109 -0.6%
48 49
50
51 52