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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 %
Canada Life
126
Canada Life
Manitoba, Canada
$185M +$132M +2,554,830 +246%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$184M +$184M +3,561,804 New
EIG
128
EdgePoint Investment Group
Ontario, Canada
$182M +$13.8M +267,907 +8%
RL
129
Ruffer LLP
United Kingdom
$181M +$2.59M +49,502 +1%
SB
130
Suntrust Banks
Georgia
$180M -$15.5M -298,912 -8%
Retirement Systems of Alabama
131
Retirement Systems of Alabama
Alabama
$178M -$1.15M -22,175 -0.6%
US Bancorp
132
US Bancorp
Minnesota
$177M -$6.62M -127,998 -4%
OTPPB
133
Ontario Teachers' Pension Plan Board
Ontario, Canada
$176M -$8.72M -168,740 -5%
Citadel Advisors
134
Citadel Advisors
Florida
$175M +$98.2M +1,900,403 +127%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$174M -$5.29M -102,434 -3%
WHG
136
Westwood Holdings Group
Texas
$171M +$27.9M +539,938 +19%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$171M +$16M +310,197 +10%
CM
138
CS McKee
Pennsylvania
$169M +$28M +542,625 +20%
GIA
139
Gateway Investment Advisers
Ohio
$167M +$2.79M +54,035 +2%
NFA
140
Nationwide Fund Advisors
Ohio
$160M +$6.49M +125,543 +4%
CLM
141
ClearBridge LLC (Maryland)
Maryland
$158M -$24.6M -475,399 -13%
NI
142
Numeric Investors
Massachusetts
$158M +$5.22M +100,900 +3%
CA
143
Cortland Advisers
Delaware
$158M – – –
N
144
Natixis
France
$157M +$90.4M +1,748,685 +135%
JFL
145
Jarislowsky, Fraser Ltd
Quebec, Canada
$155M -$3.19M -61,761 -2%
AAMU
146
Amundi Asset Management US
Massachusetts
$152M +$2.05M +39,651 +1%
Winslow Capital Management
147
Winslow Capital Management
Minnesota
$152M -$152M -2,933,207 -50%
CGT
148
Capital Guardian Trust
California
$151M -$26.5M -511,717 -15%
FMI
149
Factory Mutual Insurance
Massachusetts
$149M -$7.88M -152,500 -5%
TGA
150
Trilogy Global Advisors
Florida
$149M +$15.8M +305,188 +12%
4 5
6
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