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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 %
PWAP
1301
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$728K -$3.46K -67 -0.5%
DAC
1302
Dividend Assets Capital
South Carolina
$715K – – –
CPO
1303
Cerity Partners OCIO
New York
$706K -$40.6K -785 -5%
BSW
1304
Buckingham Strategic Wealth
Missouri
$704K +$80.2K +1,552 +13%
HCM
1305
Howland Capital Management
Massachusetts
$703K +$8.74K +169 +1%
TCM
1306
Telos Capital Management
California
$700K +$62.6K +1,211 +10%
BFA
1307
Bragg Financial Advisors
North Carolina
$698K +$43.2K +835 +7%
Manulife (Manufacturers Life Insurance)
1308
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$696K -$5.77K -111,591 -0.8%
PFBT
1309
Parkside Financial Bank & Trust
Missouri
$692K -$29.2K -565 -4%
WA
1310
Waverly Advisors
Alabama
$690K +$37.1K +718 +6%
ICOA
1311
Investment Centers of America
North Dakota
$689K +$225K +4,330 +48%
HT
1312
HAP Trading
New York
$683K +$683K +13,208 New
NCIM
1313
New Century Investment Management
Michigan
$682K -$755K -14,610 -53%
ACM
1314
Argyle Capital Management
Pennsylvania
$671K – – –
GC
1315
Grimes & Company
Massachusetts
$661K +$29.8K +575 +5%
SBWM
1316
Sunflower Bank Wealth Management
Arizona
$658K +$23.7K +459 +4%
LMF
1317
LMR Master Fund
Cayman Islands
$653K -$2.43M -46,979 -79%
ST
1318
Spinnaker Trust
Maine
$653K – – –
LJHT
1319
Laurie J. Hall Trustee
$649K +$5.17K +100 +0.8%
GIM
1320
Greylin Investment Management
Virginia
$648K -$25.9K -500 -4%
GW
1321
GW & Wade
Massachusetts
$642K -$15K -290 -2%
FNBTCON
1322
First National Bank & Trust Co of Newtown
Pennsylvania
$634K -$21.6K -417 -3%
SFSG
1323
Stearns Financial Services Group
North Carolina
$633K -$25K -483 -4%
HHGA
1324
Halbert Hargrove Global Advisors
California
$629K +$6.57K +127 +1%
MBTD
1325
Mechanics Bank - Trust Department
California
$629K +$84.4K +1,632 +16%
51 52
53
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