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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
FNBSF
1426
First National Bank Sioux Falls
South Dakota
$330K +$318K +6,255 New
CIM
1427
Confluence Investment Management
Missouri
$327K +$315K +6,195 New
OAM
1428
Oberweis Asset Management
Illinois
$326K +$314K +6,182 New
AP
1429
Atwood & Palmer
Missouri
$325K +$313K +6,154 New
CT
1430
Coastline Trust
Rhode Island
$320K +$308K +6,058 New
KTC
1431
Kistler-Tiffany Companies
Pennsylvania
$319K +$307K +6,047 New
ECM
1432
Ensemble Capital Management
California
$317K +$305K +6,000 New
OTF
1433
Opus Trading Fund
New York
$317K +$305K +6,000 New
LCM
1434
Lucas Capital Management
New Jersey
$316K +$304K +5,987 New
PAA
1435
Peregrine Asset Advisers
Oregon
$313K +$301K +5,928 New
FC
1436
Fairpointe Capital
Illinois
$311K +$300K +5,899 New
WCM
1437
Weik Capital Management
Pennsylvania
$309K +$297K +5,850 New
FHB
1438
First Hawaiian Bank
Hawaii
$307K +$297K +5,832 New
RVP
1439
Relative Value Partners
Illinois
$304K +$292K +5,750 New
TC
1440
TradeLink Capital
Illinois
$296K +$285K +5,600 New
GAM
1441
Gotham Asset Management
New York
$295K +$284K +5,592 New
AIM
1442
Arcadia Investment Management
Michigan
$295K +$284K +5,593 New
KFA
1443
Kelleher Financial Advisors
New York
$293K +$282K +5,541 New
FFA
1444
First Foundation Advisors
California
$293K +$282K +5,542 New
FNBOH
1445
First National Bank of Hutchinson
Kansas
$291K +$280K +5,500 New
IIC
1446
Ironwood Investment Counsel
Arizona
$291K +$280K +5,505 New
SNBOSD
1447
Security National Bank of So Dak
Iowa
$290K +$279K +5,495 New
SFT
1448
Simmons First Trust
Arkansas
$286K +$276K +5,430 New
CAG
1449
Crestwood Advisors Group
Massachusetts
$282K +$272K +5,342 New
BWP
1450
BSW Wealth Partners
Colorado
$279K +$268K +5,280 New
56 57
58
59 60

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.