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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 %
BEAM
1401
Baker Ellis Asset Management
Washington
$392K – – –
HCM
1402
Highlander Capital Management
New Jersey
$389K – – –
KTC
1403
Kistler-Tiffany Companies
Pennsylvania
$385K +$72.4K +1,400 +23%
VNA
1404
VNBTrust National Association
Virginia
$383K -$81K -1,564 -17%
HI
1405
Hudock Inc
Pennsylvania
$383K +$517 +10 +0.1%
VCAM
1406
Valentine Capital Asset Management
California
$377K +$9.4K +182 +3%
STIA
1407
Stone Toro Investment Advisers
New Jersey
$377K +$377K +7,300 New
BHBT
1408
Burke & Herbert Bank & Trust
Virginia
$374K – – –
OCM
1409
Osterweis Capital Management
California
$373K -$92.6K -1,795 -20%
CAMI
1410
Concord Asset Management (Illinois)
Illinois
$373K – – –
NES
1411
New England Securities
New York
$372K +$155K +3,001 +71%
CL
1412
CPWM LLC
Washington
$369K – – –
CAS
1413
CTC Alternative Strategies
Illinois
$369K -$117K -2,265 -24%
TSBJ
1414
Trevor, Stewart, Burton & Jacobsen
New York
$367K – – –
RB
1415
Rodgers Brothers
Pennsylvania
$367K – – –
PIM
1416
Provident Investment Management
Michigan
$367K +$5.17K +100 +1%
HH
1417
Hilltop Holdings
Texas
$363K +$96.6K +1,870 +36%
YMRC
1418
Yorktown Management & Research Company
Virginia
$362K – – –
KIC
1419
Keating Investment Counselors
Florida
$362K – – –
FFA
1420
First Foundation Advisors
California
$352K +$65.5K +1,268 +23%
DHFB
1421
Dixon Hubard Feinour & Brown
Virginia
$351K – – –
BL
1422
Bolton LP
Connecticut
$351K +$351K +6,792 New
WDA
1423
Wendell David Associates
New Hampshire
$349K +$146K +2,803 +72%
NYLT
1424
New York Life Trust
New York
$348K -$37.5K -725 -10%
TAS
1425
TIFF Advisory Services
Pennsylvania
$346K – – –
55 56
57
58 59