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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 %
GA
1251
GFS Advisors
Texas
$918K -$93.8K -1,815 -9%
TC
1252
Telemus Capital
Michigan
$917K +$917K +17,736 New
NBC
1253
Neuberger Berman Canada
Ontario, Canada
$912K +$473K +9,150 +108%
ECM
1254
Endex Capital Management
Kansas
$909K – – –
WC
1255
Whitnell & Co
Illinois
$908K -$48.9K -947 -5%
SH
1256
Scepter Holdings
Texas
$905K +$388K +7,500 +75%
BJL
1257
Brighton Jones LLC
Washington
$900K +$340K +6,586 +61%
IWC
1258
Integrated Wealth Counsel
California
$895K -$140K -2,706 -14%
MIU
1259
Man Investments (UK)
United Kingdom
$890K -$417K -8,059 -32%
SC
1260
Savant Capital
Illinois
$890K +$10.9K +210 +1%
VF
1261
Virtu Financial
New York
$884K +$884K +17,095 New
BP
1262
Ballentine Partners
Massachusetts
$881K +$254K +4,906 +40%
NAM
1263
NTV Asset Management
West Virginia
$880K +$9.14K +177 +1%
MPA
1264
Marvin & Palmer Associates
Delaware
$879K -$207K -4,000 -19%
AI
1265
Atria Investments
North Carolina
$879K -$95.6K -1,850 -10%
WC
1266
Whitney & Co
New York
$879K -$33.6K -650 -4%
NIM
1267
Northeast Investment Management
Massachusetts
$874K +$314K +6,065 +56%
KIG
1268
Kovitz Investment Group
Illinois
$871K -$36.2K -700 -4%
BIM
1269
Baldwin Investment Management
Pennsylvania
$865K – – –
RT
1270
Reliance Trust
Georgia
$861K -$188K -3,642 -18%
CAM
1271
Cacti Asset Management
Georgia
$858K – – –
EWM
1272
Edge Wealth Management
New York
$851K – – –
ACA
1273
Anchor Capital Advisors
Massachusetts
$840K -$688K -13,309 -45%
JWA
1274
JFS Wealth Advisors
Pennsylvania
$836K +$163K +3,158 +24%
CC
1275
Curian Capital
Colorado
$834K -$1.2M -23,157 -59%
49 50
51
52 53