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JPMorgan Chase
JPM

Overview Fund Activity

1,596 hedge funds and large institutions have $145B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,596 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+1,596
Holders Change %
–
% of All Funds
52.11%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
%
% of All Funds
12.01%
New
1,596
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 		Shares
Change %
STI
1451
Susquehanna Trust & Investment
Pennsylvania
$274K +$274K +5,190 New
SWM
1452
Segment Wealth Management
Texas
$273K +$273K +5,173 New
HH
1453
Hilltop Holdings
Texas
$272K +$272K +5,154 New
PCMC
1454
Paragon Capital Management (Colorado)
Colorado
$271K +$271K +5,143 New
UAS
1455
United Asset Strategies
New York
$271K +$271K +5,127 New
RFA
1456
Reilly Financial Advisors
California
$265K +$265K +5,014 New
LFR
1457
Lehman Financial Resources
Pennsylvania
$264K +$264K +5,000 New
AAM
1458
Augustine Asset Management
Florida
$264K +$264K +5,000 New
AAM
1459
Autus Asset Management
Arizona
$262K +$262K +4,968 New
ACM
1460
Alta Capital Management
Utah
$262K +$262K +4,975 New
MA
1461
Marshwinds Advisory
Georgia
$261K +$261K +4,952 New
CG
1462
Clinton Group
New York
$260K +$260K +4,923 New
EM
1463
Excalibur Management
Massachusetts
$260K +$260K +4,928 New
ZTNA
1464
Zions Trust National Association
Utah
$260K +$260K +4,935 New
CBT
1465
Central Bank & Trust
Kentucky
$258K +$258K +4,874 New
CCA
1466
Conestoga Capital Advisors
Pennsylvania
$258K +$258K +4,891 New
HAIM
1467
Hunter Associates Investment Management
Pennsylvania
$257K +$257K +4,861 New
BFA
1468
Beaumont Financial Advisors
Massachusetts
$255K +$255K +4,822 New
LG
1469
LaFleur & Godfrey
Michigan
$254K +$254K +4,812 New
DSAM
1470
Dock Street Asset Management
Florida
$254K +$254K +4,819 New
CCB
1471
Cutter & Co Brokerage
Missouri
$246K +$246K +4,657 New
PLFAM
1472
Pineno Levin & Ford Asset Management
Virginia
$246K +$246K +4,666 New
AI
1473
Accredited Investors
Minnesota
$244K +$244K +4,604 New
LCM
1474
Laurion Capital Management
New York
$242K +$242K +4,592 New
NIM
1475
NuWave Investment Management
New Jersey
$240K +$240K +4,550 New
57 58
59
60 61