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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
CAI
1276
Capital Advisors Inc
Oklahoma
$731K +$704K +13,856 New
AWM
1277
Altavista Wealth Management
North Carolina
$730K +$703K +13,820 New
DAC
1278
Dividend Assets Capital
South Carolina
$730K +$703K +13,831 New
ECAM
1279
East Coast Asset Management
Massachusetts
$721K +$694K +13,658 New
ICM
1280
IMS Capital Management
Oregon
$718K +$692K +13,605 New
HCM
1281
Howland Capital Management
Massachusetts
$709K +$683K +13,428 New
SCM
1282
Southport Capital Management
Tennessee
$704K +$678K +13,335 New
CWM
1283
Cabot Wealth Management
Massachusetts
$704K +$678K +13,340 New
OC
1284
Oarsman Capital
Wisconsin
$701K +$675K +13,276 New
WFMPM
1285
Woodley Farra Manion Portfolio Management
Indiana
$700K +$674K +13,259 New
ICAS
1286
Investors Capital Advisory Services
Massachusetts
$700K +$675K +13,274 New
IUAM
1287
Itau USA Asset Management
New York
$692K +$666K +13,100 New
GIM
1288
Greylin Investment Management
Virginia
$688K +$663K +13,032 New
JWA
1289
JFS Wealth Advisors
Pennsylvania
$687K +$662K +13,017 New
ACM
1290
Argyle Capital Management
Pennsylvania
$685K +$660K +12,975 New
SFSG
1291
Stearns Financial Services Group
North Carolina
$672K +$647K +12,726 New
PFC
1292
Phocas Financial Corp
California
$672K +$647K +12,728 New
GW
1293
GW & Wade
Massachusetts
$671K +$646K +12,714 New
BFA
1294
Bragg Financial Advisors
North Carolina
$669K +$644K +12,666 New
FNBTCON
1295
First National Bank & Trust Co of Newtown
Pennsylvania
$669K +$644K +12,676 New
ST
1296
Spinnaker Trust
Maine
$667K +$643K +12,640 New
WA
1297
Waverly Advisors
Alabama
$667K +$643K +12,640 New
AA
1298
Alesco Advisors
New York
$664K +$640K +12,582 New
Tudor Investment Corp
1299
Tudor Investment Corp
Connecticut
$660K +$636K +12,500 New
LJHT
1300
Laurie J. Hall Trustee
$658K +$634K +12,464 New
50 51
52
53 54

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.