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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
PSI
1451
Pinnacle Summer Investments
Virginia
$276K +$266K +5,227 New
PSC
1452
Prentiss Smith & Co
Vermont
$276K +$266K +5,228 New
STI
1453
Susquehanna Trust & Investment
Pennsylvania
$274K +$264K +5,190 New
SWM
1454
Segment Wealth Management
Texas
$273K +$263K +5,173 New
HH
1455
Hilltop Holdings
Texas
$272K +$262K +5,154 New
PCMC
1456
Paragon Capital Management (Colorado)
Colorado
$271K +$261K +5,143 New
UAS
1457
United Asset Strategies
New York
$271K +$261K +5,127 New
RFA
1458
Reilly Financial Advisors
California
$265K +$255K +5,014 New
AAM
1459
Augustine Asset Management
Florida
$264K +$254K +5,000 New
LFR
1460
Lehman Financial Resources
Pennsylvania
$264K +$254K +5,000 New
AAM
1461
Autus Asset Management
Arizona
$262K +$253K +4,968 New
ACM
1462
Alta Capital Management
Utah
$262K +$253K +4,975 New
MA
1463
Marshwinds Advisory
Georgia
$261K +$252K +4,952 New
CG
1464
Clinton Group
New York
$260K +$250K +4,923 New
EM
1465
Excalibur Management
Massachusetts
$260K +$251K +4,928 New
ZTNA
1466
Zions Trust National Association
Utah
$260K +$251K +4,935 New
CBT
1467
Central Bank & Trust
Kentucky
$258K +$248K +4,874 New
CCA
1468
Conestoga Capital Advisors
Pennsylvania
$258K +$249K +4,891 New
HAIM
1469
Hunter Associates Investment Management
Pennsylvania
$257K +$247K +4,861 New
BFA
1470
Beaumont Financial Advisors
Massachusetts
$255K +$245K +4,822 New
LG
1471
LaFleur & Godfrey
Michigan
$254K +$245K +4,812 New
DSAM
1472
Dock Street Asset Management
Florida
$254K +$245K +4,819 New
CCB
1473
Cutter & Co Brokerage
Missouri
$246K +$237K +4,657 New
PLFAM
1474
Pineno Levin & Ford Asset Management
Virginia
$246K +$237K +4,666 New
AI
1475
Accredited Investors
Minnesota
$244K +$234K +4,604 New
57 58
59
60 61

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.