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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
CI Investments Inc
1501
CI Investments Inc
Ontario, Canada
$211K +$203K +4,000 New
VFAM
1502
Valley Forge Asset Management
Pennsylvania
$209K +$201K +3,951 New
WDA
1503
Wendell David Associates
New Hampshire
$207K +$199K +3,913 New
EMR
1504
Errol M. Rudman
$207K +$199K +3,920 New
RMC
1505
Regis Management Company
California
$207K +$199K +3,923 New
TSS
1506
Thomas Story & Son
Indiana
$205K +$198K +3,889 New
BC
1507
Barnett & Company
Tennessee
$204K +$196K +3,865 New
CCM
1508
Catapult Capital Management
New York
$203K +$195K +3,837 New
BFPW
1509
BOK Financial Private Wealth
Colorado
$202K +$194K +3,821 New
FIM
1510
Freedom Investment Management
Connecticut
$201K +$193K +3,799 New
RCM
1511
Reynolds Capital Management
Nevada
$201K +$193K +3,800 New
Loomis, Sayles & Company
1512
Loomis, Sayles & Company
Massachusetts
$199K +$192M +3,768,878 New
WCM
1513
Windsor Capital Management
Arizona
$191K +$184K +3,620 New
ACM
1514
Aviance Capital Management
Florida
$182K +$175K +3,449 New
TRCT
1515
Tower Research Capital (TRC)
New York
$180K +$173K +3,403 New
VIMU
1516
Veritas Investment Management (UK)
United Kingdom
$179K +$172K +3,385 New
CCT
1517
Capital City Trust
Florida
$176K +$169K +3,330 New
AIM
1518
Acropolis Investment Management
Missouri
$176K +$169K +3,329 New
AC
1519
Alexandria Capital
Virginia
$173K +$167K +3,285 New
RIA
1520
Regal Investment Advisors
Michigan
$168K +$162K +3,180 New
BIM
1521
Bridgecreek Investment Management
Oklahoma
$165K +$159K +3,129 New
SMA
1522
Simply Money Advisors
Ohio
$163K +$157K +3,079 New
Thrivent Financial for Lutherans
1523
Thrivent Financial for Lutherans
Minnesota
$158K +$152M +2,992,647 New
AA
1524
Apriem Advisors
California
$155K +$150K +2,942 New
CFSG
1525
Community Financial Services Group
Vermont
$155K +$150K +2,944 New
59 60
61
62 63

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.