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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
SKK
1376
Shepherd Kaplan Krochuk
Massachusetts
$444K +$428K +8,415 New
SFM
1377
Signature Financial Management
Virginia
$443K +$426K +8,379 New
BST
1378
Bath Savings Trust
Maine
$442K +$426K +8,373 New
NCMG
1379
NCM Capital Management Group
North Carolina
$438K +$421K +8,290 New
KT
1380
Kanaly Trust
Texas
$436K +$421K +8,275 New
IH
1381
IFC Holdings
Florida
$436K +$421K +8,285 New
CC
1382
Cipher Capital
New York
$433K +$417K +8,201 New
HW
1383
Hancock Whitney
Mississippi
$432K +$416K +8,188 New
CPA
1384
Cowen Prime Advisors
New York
$426K +$413K +8,119 New
EIM
1385
Emerson Investment Management
Massachusetts
$424K +$408K +8,034 New
CIG
1386
Consolidated Investment Group
Colorado
$422K +$406K +7,988 New
SGAM
1387
Steinberg Global Asset Management
Florida
$418K +$403K +7,922 New
TIP
1388
Torray Investment Partners
Maryland
$417K +$402K +7,900 New
BRM
1389
Boston Research & Management
Massachusetts
$415K +$400K +7,866 New
LI
1390
Lafayette Investments
Maryland
$406K +$391K +7,683 New
SAM
1391
Symphony Asset Management
California
$403K +$388K +7,632 New
BEAM
1392
Baker Ellis Asset Management
Washington
$400K +$386K +7,584 New
SA
1393
Strategic Advisors
New York
$399K +$387K +7,603 New
HCM
1394
Highlander Capital Management
New Jersey
$397K +$382K +7,520 New
NYLT
1395
New York Life Trust
New York
$394K +$379K +7,456 New
FUBT
1396
First United Bank & Trust
Maryland
$394K +$379K +7,464 New
PAS
1397
Partnervest Advisory Services
California
$394K +$380K +7,466 New
JCM
1398
Janney Capital Management
Pennsylvania
$394K +$380K +7,467 New
CP
1399
Camelot Portfolios
Ohio
$391K +$376K +7,399 New
HI
1400
Hudock Inc
Pennsylvania
$391K +$376K +7,404 New
54 55
56
57 58

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.