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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
NC
1326
NBW Capital
Massachusetts
$582K +$560K +11,019 New
IT
1327
Independence Trust
Tennessee
$582K +$561K +11,025 New
BJL
1328
Brighton Jones LLC
Washington
$572K +$551K +10,830 New
PAM
1329
Palisade Asset Management
Minnesota
$572K +$551K +10,833 New
NIM
1330
Northeast Investment Management
Massachusetts
$572K +$551K +10,843 New
FANJ
1331
Financial Architects (New Jersey)
New Jersey
$566K +$540K +10,622 New
Edgewood Management
1332
Edgewood Management
Connecticut
$564K +$543K +10,679 New
RCA
1333
Rex Capital Advisors
Rhode Island
$563K +$542K +10,657 New
KAM
1334
Keeley Asset Management
Illinois
$560K +$539K +10,600 New
MBTD
1335
Mechanics Bank - Trust Department
California
$556K +$535K +10,524 New
WIM
1336
Waverton Investment Management
United Kingdom
$554K +$534K +10,500 New
WA
1337
WBH Advisory
Maryland
$553K +$533K +10,489 New
OFS
1338
Orrstown Financial Services
Pennsylvania
$552K +$531K +10,452 New
KFS
1339
KMS Financial Services
Washington
$551K +$531K +10,436 New
CK
1340
Cohen Klingenstein
New York
$549K +$529K +10,400 New
KFS
1341
Kurt F. Somerville
$549K +$529K +10,400 New
EMG
1342
Ellington Management Group
Connecticut
$538K +$519K +10,200 New
MJRIC
1343
Mogy Joel R Investment Counsel
California
$529K +$509K +10,020 New
SCM
1344
Sandler Capital Management
New York
$528K +$508K +10,000 New
SH
1345
Scepter Holdings
Texas
$528K +$508K +10,000 New
CC
1346
Capital Counsel
New York
$528K +$509K +10,011 New
TRIM
1347
Thompson Rubinstein Investment Management
Oregon
$516K +$497K +9,777 New
ANBTV
1348
American National Bank & Trust (Virginia)
Virginia
$515K +$496K +9,753 New
T
1349
Thomaspartners
Massachusetts
$513K +$487K +9,576 New
JIP
1350
Jaffetilchin Investment Partners
Florida
$512K +$493K +9,696 New
52 53
54
55 56

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.