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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 %
WDA
1501
Wendell David Associates
New Hampshire
$207K +$207K +3,913 New
EMR
1502
Errol M. Rudman
$207K +$207K +3,920 New
RMC
1503
Regis Management Company
California
$207K +$207K +3,923 New
TSS
1504
Thomas Story & Son
Indiana
$205K +$205K +3,889 New
BC
1505
Barnett & Company
Tennessee
$204K +$204K +3,865 New
CCM
1506
Catapult Capital Management
New York
$203K +$203K +3,837 New
BFPW
1507
BOK Financial Private Wealth
Colorado
$202K +$202K +3,821 New
FIM
1508
Freedom Investment Management
Connecticut
$201K +$201K +3,799 New
RCM
1509
Reynolds Capital Management
Nevada
$201K +$201K +3,800 New
Loomis, Sayles & Company
1510
Loomis, Sayles & Company
Massachusetts
$199K +$199K +3,768,878 New
WCM
1511
Windsor Capital Management
Arizona
$191K +$191K +3,620 New
ACM
1512
Aviance Capital Management
Florida
$182K +$182K +3,449 New
TRCT
1513
Tower Research Capital (TRC)
New York
$180K +$180K +3,403 New
VIMU
1514
Veritas Investment Management (UK)
United Kingdom
$179K +$179K +3,385 New
CCT
1515
Capital City Trust
Florida
$176K +$176K +3,330 New
AIM
1516
Acropolis Investment Management
Missouri
$176K +$176K +3,329 New
AC
1517
Alexandria Capital
Virginia
$173K +$173K +3,285 New
RIA
1518
Regal Investment Advisors
Michigan
$168K +$168K +3,180 New
BIM
1519
Bridgecreek Investment Management
Oklahoma
$165K +$165K +3,129 New
SMA
1520
Simply Money Advisors
Ohio
$163K +$163K +3,079 New
Thrivent Financial for Lutherans
1521
Thrivent Financial for Lutherans
Minnesota
$158K +$158K +2,992,647 New
AA
1522
Apriem Advisors
California
$155K +$155K +2,942 New
CFSG
1523
Community Financial Services Group
Vermont
$155K +$155K +2,944 New
AFC
1524
AFT Forsyth & Company
Florida
$143K +$143K +2,700 New
OAM
1525
Orinda Asset Management
California
$141K +$141K +2,675 New
59 60
61
62 63