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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 %
AIM
1451
Arcadia Investment Management
Michigan
$289K – – –
GAM
1452
Gotham Asset Management
New York
$289K +$310 +6 +0.1%
KFA
1453
Kelleher Financial Advisors
New York
$286K – – –
ACM
1454
Aviance Capital Management
Florida
$282K +$104K +2,016 +58%
SNBOSD
1455
Security National Bank of So Dak
Iowa
$280K -$4.5K -87 -2%
MBE
1456
Michael B. Elefante
$278K +$274K +5,294 +6,966%
SOADOR
1457
State of Alaska Department of Revenue
Alaska
$278K +$278K +5,390 New
CRC
1458
Curi RMB Capital
Illinois
$277K +$62.2K +1,201 +29%
PAA
1459
Peregrine Asset Advisers
Oregon
$276K -$30.7K -593 -10%
BWP
1460
BSW Wealth Partners
Colorado
$273K – – –
CC
1461
Cipher Capital
New York
$272K -$151K -2,930 -36%
BC
1462
Barnett & Company
Tennessee
$272K +$72.4K +1,401 +36%
KIG
1463
Kessler Investment Group
Indiana
$272K +$272K +5,261 New
STI
1464
Susquehanna Trust & Investment
Pennsylvania
$271K +$2.69K +52 +1%
PSC
1465
Prentiss Smith & Co
Vermont
$270K – – –
S
1466
SignatureFD
Georgia
$268K +$221K +4,264 +466%
CBT
1467
Central Bank & Trust
Kentucky
$267K +$15.5K +300 +6%
PCMC
1468
Paragon Capital Management (Colorado)
Colorado
$266K – – –
Carson Wealth (CWM LLC)
1469
Carson Wealth (CWM LLC)
Nebraska
$260K +$260K +5,030 New
HAIM
1470
Hunter Associates Investment Management
Pennsylvania
$259K +$7.75K +150 +3%
LFR
1471
Lehman Financial Resources
Pennsylvania
$258K – – –
AAM
1472
Autus Asset Management
Arizona
$257K – – –
CIM
1473
Confluence Investment Management
Missouri
$253K -$67.6K -1,306 -21%
BFA
1474
Beaumont Financial Advisors
Massachusetts
$253K +$4.08K +79 +2%
SWM
1475
Segment Wealth Management
Texas
$251K -$16.1K -311 -6%
57 58
59
60 61