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 %
PFM
1276
Phillips Financial Management
Indiana
$834K -$9.9K -188 -1%
NCM
1277
Northroad Capital Management
New York
$827K -$116K -2,250 -12%
SCM
1278
Southport Capital Management
Tennessee
$824K +$134K +2,597 +19%
VWM
1279
Valley Wealth Managers
New Jersey
$818K -$78K -1,508 -9%
OC
1280
Oarsman Capital
Wisconsin
$816K +$130K +2,510 +19%
EFSCE
1281
Enterprise Financial Services Corp (EFSC)
Missouri
$807K -$20.5K -396 -2%
DAM
1282
Delta Asset Management
Tennessee
$806K -$2.48K -48 -0.3%
IAM
1283
ICM Asset Management
Washington
$801K -$15.5K -300 -2%
BTNA
1284
Bremer Trust National Association
Minnesota
$797K +$26.8K +519 +3%
AWS
1285
Aris Wealth Services
Pennsylvania
$797K +$170K +3,283 +27%
AssetMark Inc
1286
AssetMark Inc
California
$788K +$788K +15,253 New
KS
1287
Karpas Strategies
Connecticut
$782K +$879 +17 +0.1%
CASB
1288
Cape Ann Savings Bank
Massachusetts
$777K +$1.65K +32 +0.2%
PCM
1289
Prelude Capital Management
New York
$775K +$684K +13,239 +752%
ICAS
1290
Investors Capital Advisory Services
Massachusetts
$772K +$86.5K +1,676 +13%
GAM
1291
Griffin Asset Management
New York
$771K +$29.8K +576 +4%
B
1292
Bailard
California
$766K -$1.08M -20,905 -59%
IAM
1293
Integre Asset Management
New York
$764K – – –
MFW
1294
Meristem Family Wealth
Minnesota
$758K -$32K -619 -4%
AA
1295
Alesco Advisors
New York
$751K +$100K +1,939 +15%
CNAM
1296
Campbell Newman Asset Management
Wisconsin
$749K +$749K +14,505 New
AT
1297
Allston Trading
Illinois
$740K +$740K +14,313 New
HPCM
1298
High Pointe Capital Management
Illinois
$736K +$5.17K +100 +0.7%
AWM
1299
Altavista Wealth Management
North Carolina
$735K +$20.7K +400 +3%
PMAM
1300
Picton Mahoney Asset Management
Ontario, Canada
$734K -$455K -8,800 -38%
50 51
52
53 54