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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 %
EVC
1426
Eidelman Virant Capital
Missouri
$346K +$5.16K +100 +2%
EM
1427
Excalibur Management
Massachusetts
$343K +$88K +1,700 +34%
AW
1428
Alpha Windward
Massachusetts
$342K +$2.79K +54 +0.8%
EP
1429
Elkhorn Partners
Nebraska
$336K – – –
KFS
1430
Kurt F. Somerville
$331K -$207K -4,000 -38%
HCM
1431
Hengehold Capital Management
Ohio
$326K -$124K -2,400 -28%
LG
1432
LaFleur & Godfrey
Michigan
$326K +$77.5K +1,500 +31%
BHA
1433
Beech Hill Advisors
New York
$324K -$16.4K -317 -5%
HR
1434
Howe & Rusling
New York
$323K -$119K -2,271 -27%
FNBSF
1435
First National Bank Sioux Falls
South Dakota
$322K -$1.14K -22 -0.4%
AP
1436
Atwood & Palmer
Missouri
$318K – – –
LC
1437
Lourd Capital
California
$317K -$8.53K -165 -3%
PFS
1438
Prospera Financial Services
Texas
$312K -$29.4K -566 -9%
CP
1439
Camelot Portfolios
Ohio
$311K -$71.7K -1,386 -19%
MC
1440
Menta Capital
California
$310K +$310K +6,000 New
LCM
1441
Lucas Capital Management
New Jersey
$309K – – –
FC
1442
Fairpointe Capital
Illinois
$305K – – –
CT
1443
Coastline Trust
Rhode Island
$303K -$10.3K -200 -3%
WCM
1444
Weik Capital Management
Pennsylvania
$302K – – –
OAM
1445
Oberweis Asset Management
Illinois
$300K -$19.4K -375 -6%
AAM
1446
Augustine Asset Management
Florida
$300K +$41.4K +800 +16%
USGIU
1447
U.S. Global Investors (USGI)
Texas
$300K +$87.9K +1,700 +41%
RVP
1448
Relative Value Partners
Illinois
$297K – – –
PWM
1449
ParenteBeard Wealth Management
Pennsylvania
$295K -$159K -3,073 -35%
BWM
1450
Braver Wealth Management
Massachusetts
$293K +$70.1K +1,356 +31%
56 57
58
59 60