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JPMorgan Chase
JPM

Overview Fund Activity

1,596 hedge funds and large institutions have $145B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,596 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+1,596
Holders Change %
–
% of All Funds
52.11%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
%
% of All Funds
12.01%
New
1,596
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 		Shares
Change %
CAS
1351
CTC Alternative Strategies
Illinois
$496K +$496K +9,400 New
NFG
1352
Nadler Financial Group
Illinois
$496K +$496K +9,390 New
LFG
1353
LifePlan Financial Group
Ohio
$495K +$495K +9,380 New
RBC
1354
Ronald Blue & Co
Georgia
$488K +$488K +9,251 New
KA
1355
KLCM Advisors
Wisconsin
$487K +$487K +9,225 New
MA
1356
MCF Advisors
Kentucky
$481K +$481K +7,922 New
TIM
1357
Telemus Investment Management
Michigan
$479K +$479K +9,073 New
OCM
1358
Osterweis Capital Management
California
$476K +$476K +9,025 New
AIM
1359
AMI Investment Management
Indiana
$475K +$475K +9,002 New
Kayne Anderson Rudnick Investment Management
1360
Kayne Anderson Rudnick Investment Management
California
$475K +$475K +9,003 New
VNA
1361
VNBTrust National Association
Virginia
$473K +$473K +8,961 New
ICOA
1362
Investment Centers of America
North Dakota
$469K +$469K +8,941 New
PWM
1363
ParenteBeard Wealth Management
Pennsylvania
$463K +$463K +8,772 New
TTWM
1364
TCV Trust & Wealth Management
Virginia
$462K +$462K +8,741 New
DMC
1365
Drexel Morgan & Co
Pennsylvania
$461K +$461K +8,721 New
HCM
1366
Hengehold Capital Management
Ohio
$460K +$460K +8,716 New
PCM
1367
Perritt Capital Management
Illinois
$459K +$459K +8,688 New
MG
1368
MDE Group
New Jersey
$450K +$450K +8,526 New
CPS
1369
Counsel Portfolio Services
Ontario, Canada
$449K +$449K +8,500 New
NBC
1370
Neuberger Berman Canada
Ontario, Canada
$449K +$449K +8,500 New
LCM
1371
LVM Capital Management
Michigan
$446K +$446K +8,449 New
HR
1372
Howe & Rusling
New York
$446K +$446K +8,457 New
BT
1373
Beacon Trust
New Jersey
$445K +$445K +8,424 New
SKK
1374
Shepherd Kaplan Krochuk
Massachusetts
$444K +$444K +8,415 New
SFM
1375
Signature Financial Management
Virginia
$443K +$443K +8,379 New
53 54
55
56 57