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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
1
Eagle Asset Management
Florida
$795M
2
Capital World Investors
2
Capital World Investors
California
$3.24B
3
Franklin Resources
3
Franklin Resources
California
$2.74B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$283M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.87B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.11B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.69B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$359M
4
State Street
4
State Street
Massachusetts
$8.67B
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1376
Drexel Morgan & Co
Pennsylvania
$450K – – –
PCM
1377
Perritt Capital Management
Illinois
$449K – – –
NCMG
1378
NCM Capital Management Group
North Carolina
$449K +$20.7K +400 +5%
BST
1379
Bath Savings Trust
Maine
$444K +$10.4K +200 +2%
SFM
1380
Signature Financial Management
Virginia
$442K +$8.54K +165 +2%
TTWM
1381
TCV Trust & Wealth Management
Virginia
$440K -$12K -232 -3%
PSI
1382
Pinnacle Summer Investments
Virginia
$439K +$169K +3,270 +63%
FUBT
1383
First United Bank & Trust
Maryland
$437K +$51.6K +1,000 +13%
LA
1384
Lau Associates
Delaware
$434K -$144K -2,790 -25%
CPA
1385
Cowen Prime Advisors
New York
$420K – – –
JCM
1386
Janney Capital Management
Pennsylvania
$417K +$30.6K +591 +8%
KT
1387
Kanaly Trust
Texas
$416K -$10.8K -210 -3%
EIM
1388
Emerson Investment Management
Massachusetts
$416K +$827 +16 +0.2%
CIG
1389
Consolidated Investment Group
Colorado
$413K – – –
MG
1390
MDE Group
New Jersey
$412K -$29.1K -562 -7%
T
1391
Thomaspartners
Massachusetts
$409K -$86.7K -1,675 -17%
HW
1392
Hancock Whitney
Mississippi
$408K -$14.7K -285 -3%
TIP
1393
Torray Investment Partners
Maryland
$408K – – –
CC
1394
Capital Counsel
New York
$406K -$112K -2,159 -22%
BRM
1395
Boston Research & Management
Massachusetts
$406K – – –
LCM
1396
LVM Capital Management
Michigan
$403K -$33.7K -652 -8%
SA
1397
Strategic Advisors
New York
$402K +$9.3K +180 +2%
LI
1398
Lafayette Investments
Maryland
$397K – – –
ZTNA
1399
Zions Trust National Association
Utah
$395K +$140K +2,700 +55%
RT
1400
Rockland Trust
Massachusetts
$393K +$17.2K +333 +5%
54 55
56
57 58