JPM icon

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 %
MA
1351
MCF Advisors
Kentucky
$535K +$54.4K +896 +11%
KA
1352
KLCM Advisors
Wisconsin
$535K +$58.2K +1,127 +12%
FANJ
1353
Financial Architects (New Jersey)
New Jersey
$533K -$16.2K -314 -3%
MJRIC
1354
Mogy Joel R Investment Counsel
California
$518K – – –
ACM
1355
Advent Capital Management
New York
$517K +$517K +10,000 New
ANBTV
1356
American National Bank & Trust (Virginia)
Virginia
$514K +$10.4K +201 +2%
TRIM
1357
Thompson Rubinstein Investment Management
Oregon
$505K – – –
IT
1358
Independence Trust
Tennessee
$503K -$66.9K -1,295 -12%
WA
1359
WBH Advisory
Maryland
$497K -$45.5K -879 -8%
RC
1360
Reik & Co
New York
$497K +$497K +9,620 New
WMC
1361
Westwood Management Corporation
Illinois
$491K -$4.86M -94,029 -91%
TT
1362
Tiedemann Trust
Delaware
$490K -$826K -16,000 -63%
SCM
1363
Salem Capital Management
Massachusetts
$489K – – –
CAI
1364
Capital Advisors Inc
Oklahoma
$476K -$240K -4,640 -33%
Edgewood Management
1365
Edgewood Management
Connecticut
$472K -$80.1K -1,550 -15%
GC
1366
Gratry & Company
Ohio
$472K +$472K +9,125 New
ECAM
1367
East Coast Asset Management
Massachusetts
$470K -$236K -4,562 -33%
AIM
1368
AMI Investment Management
Indiana
$470K +$5.16K +100 +1%
SGAM
1369
Steinberg Global Asset Management
Florida
$469K +$59.9K +1,160 +15%
GHAM
1370
Gilman Hill Asset Management
Connecticut
$465K -$258K -5,000 -36%
Kayne Anderson Rudnick Investment Management
1371
Kayne Anderson Rudnick Investment Management
California
$465K – – –
LFG
1372
LifePlan Financial Group
Ohio
$464K -$20.7K -400 -4%
KAM
1373
Keeley Asset Management
Illinois
$463K -$85.4K -1,650 -16%
PAS
1374
Partnervest Advisory Services
California
$460K +$74.4K +1,441 +19%
PAM
1375
Palisade Asset Management
Minnesota
$451K -$109K -2,111 -19%
53 54
55
56 57