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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
SCM
1351
Salem Capital Management
Massachusetts
$500K +$481K +9,468 New
PMFA
1352
Plante Moran Financial Advisors
Michigan
$498K +$479K +9,430 New
CAS
1353
CTC Alternative Strategies
Illinois
$496K +$478K +9,400 New
NFG
1354
Nadler Financial Group
Illinois
$496K +$477K +9,390 New
LFG
1355
LifePlan Financial Group
Ohio
$495K +$477K +9,380 New
RBC
1356
Ronald Blue & Co
Georgia
$488K +$470K +9,251 New
KA
1357
KLCM Advisors
Wisconsin
$487K +$469K +9,225 New
MA
1358
MCF Advisors
Kentucky
$481K +$403K +7,922 New
TIM
1359
Telemus Investment Management
Michigan
$479K +$461K +9,073 New
OCM
1360
Osterweis Capital Management
California
$476K +$459K +9,025 New
AIM
1361
AMI Investment Management
Indiana
$475K +$458K +9,002 New
Kayne Anderson Rudnick Investment Management
1362
Kayne Anderson Rudnick Investment Management
California
$475K +$458K +9,003 New
VNA
1363
VNBTrust National Association
Virginia
$473K +$456K +8,961 New
ICOA
1364
Investment Centers of America
North Dakota
$469K +$455K +8,941 New
PWM
1365
ParenteBeard Wealth Management
Pennsylvania
$463K +$446K +8,772 New
TTWM
1366
TCV Trust & Wealth Management
Virginia
$462K +$444K +8,741 New
DMC
1367
Drexel Morgan & Co
Pennsylvania
$461K +$443K +8,721 New
HCM
1368
Hengehold Capital Management
Ohio
$460K +$443K +8,716 New
PCM
1369
Perritt Capital Management
Illinois
$459K +$442K +8,688 New
MG
1370
MDE Group
New Jersey
$450K +$433K +8,526 New
CPS
1371
Counsel Portfolio Services
Ontario, Canada
$449K +$432K +8,500 New
NBC
1372
Neuberger Berman Canada
Ontario, Canada
$449K +$432K +8,500 New
LCM
1373
LVM Capital Management
Michigan
$446K +$430K +8,449 New
HR
1374
Howe & Rusling
New York
$446K +$430K +8,457 New
BT
1375
Beacon Trust
New Jersey
$445K +$428K +8,424 New
53 54
55
56 57

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.