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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 %
MA
1476
Marshwinds Advisory
Georgia
$249K -$7.3K -141 -3%
DSAM
1477
Dock Street Asset Management
Florida
$249K – – –
BFPW
1478
BOK Financial Private Wealth
Colorado
$249K +$51.6K +1,000 +26%
CAG
1479
Crestwood Advisors Group
Massachusetts
$246K -$30K -581 -11%
Jane Street
1480
Jane Street
New York
$245K -$2.77M -53,690 -92%
AA
1481
ALPS Advisors
Colorado
$245K +$245K +4,740 New
CAL
1482
Capital Analysts LLC
Pennsylvania
$244K -$127K -2,448 -34%
NFG
1483
Nadler Financial Group
Illinois
$243K -$241K -4,679 -50%
RFA
1484
Reilly Financial Advisors
California
$243K -$17.8K -342 -7%
CCA
1485
Conestoga Capital Advisors
Pennsylvania
$242K -$10.3K -200 -4%
HCM
1486
Hodges Capital Management
Texas
$241K +$7.82K +151 +3%
AI
1487
Accredited Investors
Minnesota
$239K +$415 +8 +0.2%
IIC
1488
Ironwood Investment Counsel
Arizona
$238K -$46.4K -898 -16%
CCB
1489
Cutter & Co Brokerage
Missouri
$236K -$4.44K -86 -2%
BRA
1490
Bender Robert & Associates
California
$234K +$3.61K +70 +2%
SFT
1491
Simmons First Trust
Arkansas
$232K -$47.9K -930 -17%
FGP
1492
Foyston, Gordon, & Payne
Ontario, Canada
$231K – – –
KWMG
1493
King Wealth Management Group
Florida
$230K +$15.5K +300 +7%
UAS
1494
United Asset Strategies
New York
$230K -$35.1K -679 -13%
FIM
1495
Freedom Investment Management
Connecticut
$226K +$29.4K +568 +15%
ORI
1496
Oak Ridge Investments
Illinois
$222K +$11.8K +227 +6%
FMP
1497
Financial Management Professionals
Texas
$218K -$15.5K -300 -7%
CHAM
1498
Clear Harbor Asset Management
Connecticut
$217K -$1.46M -28,233 -87%
NPPM
1499
North Point Portfolio Managers
Ohio
$217K – – –
CCM
1500
Cutler Capital Management
Massachusetts
$216K -$502K -9,745 -70%
58 59
60
61 62