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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 %
EHC
1326
Everett Harris & Co
California
$628K – – –
LDB
1327
Lee, Danner & Bass
Tennessee
$626K – – –
WKA
1328
Wilson Kemp & Associates
Michigan
$624K -$1.36M -26,280 -69%
MCM
1329
Maple Capital Management
Vermont
$610K -$21.3K -412 -3%
FSA
1330
Franklin Street Advisors
North Carolina
$609K – – –
IPC
1331
Independent Portfolio Consultants
Florida
$606K -$23.3K -450 -4%
DDC
1332
DF Dent & Co
Maryland
$606K +$6.51K +126 +1%
Parallax Volatility Advisers
1333
Parallax Volatility Advisers
California
$602K +$602K +11,645 New
TMC
1334
Trellus Management Company
Florida
$600K – – –
BFG
1335
Beacon Financial Group
Texas
$594K +$594K +11,364 New
CCM
1336
Chilton Capital Management
Texas
$588K – – –
YIA
1337
YHB Investment Advisors
Connecticut
$580K -$2.58K -50 -0.4%
GIP
1338
Granite Investment Partners
California
$580K – – –
RMCM
1339
Reynders McVeigh Capital Management
Massachusetts
$579K -$51.7K -1,000 -8%
LCM
1340
Liberty Capital Management
Michigan
$569K -$4.96K -96 -0.9%
FMA
1341
FNY Managed Accounts
New York
$569K +$569K +11,000 New
B
1342
BancorpSouth
Mississippi
$568K -$5.43K -105 -0.9%
CCM
1343
Cai Capital Management
New York
$563K -$531K -10,269 -49%
IUAM
1344
Itau USA Asset Management
New York
$563K -$114K -2,200 -17%
BT
1345
Beacon Trust
New Jersey
$558K +$122K +2,365 +28%
RCA
1346
Rex Capital Advisors
Rhode Island
$551K – – –
PMFA
1347
Plante Moran Financial Advisors
Michigan
$542K +$54.4K +1,051 +11%
IH
1348
IFC Holdings
Florida
$542K +$111K +2,144 +26%
CK
1349
Cohen Klingenstein
New York
$538K – – –
EMG
1350
Ellington Management Group
Connecticut
$538K +$10.3K +200 +2%
52 53
54
55 56