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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
TCM
1301
Telos Capital Management
California
$651K +$627K +12,328 New
SBWM
1302
Sunflower Bank Wealth Management
Arizona
$648K +$624K +12,280 New
MCM
1303
Maple Capital Management
Vermont
$645K +$621K +12,220 New
GC
1304
Grimes & Company
Massachusetts
$644K +$620K +12,198 New
RMCM
1305
Reynders McVeigh Capital Management
Massachusetts
$644K +$620K +12,201 New
IPC
1306
Independent Portfolio Consultants
Florida
$643K +$619K +12,176 New
BP
1307
Ballentine Partners
Massachusetts
$641K +$617K +12,133 New
EHC
1308
Everett Harris & Co
California
$641K +$617K +12,142 New
AWS
1309
Aris Wealth Services
Pennsylvania
$640K +$616K +12,126 New
LDB
1310
Lee, Danner & Bass
Tennessee
$639K +$615K +12,102 New
BSW
1311
Buckingham Strategic Wealth
Missouri
$637K +$614K +12,069 New
HHGA
1312
Halbert Hargrove Global Advisors
California
$636K +$612K +12,041 New
FSA
1313
Franklin Street Advisors
North Carolina
$623K +$599K +11,788 New
MMLI
1314
Massachusetts Mutual Life Insurance
Massachusetts
$617K +$594K +11,684 New
DDC
1315
DF Dent & Co
Maryland
$613K +$590K +11,604 New
TMC
1316
Trellus Management Company
Florida
$612K +$590K +11,600 New
CCM
1317
Chilton Capital Management
Texas
$601K +$579K +11,380 New
WPAM
1318
Wright Private Asset Management
Connecticut
$601K +$579K +11,382 New
PAM
1319
Paradigm Asset Management
New York
$599K +$577K +11,350 New
SFP
1320
Santa Fe Partners
New Mexico
$596K +$574K +11,288 New
YIA
1321
YHB Investment Advisors
Connecticut
$595K +$573K +11,272 New
GIP
1322
Granite Investment Partners
California
$593K +$571K +11,230 New
LA
1323
Lau Associates
Delaware
$591K +$569K +11,190 New
LCM
1324
Liberty Capital Management
Michigan
$586K +$565K +11,104 New
B
1325
BancorpSouth
Mississippi
$585K +$564K +11,087 New
51 52
53
54 55

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.