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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 %
RSVP
1501
Ramsay Stattman Vela & Price
Colorado
$216K – – –
ARMC
1502
American Research & Management Company
Massachusetts
$210K – – –
NC
1503
NBW Capital
Massachusetts
$208K -$362K -7,000 -64%
AFG
1504
Albion Financial Group
Utah
$208K – – –
CAW
1505
Cornerstone Advisors (Washington)
Washington
$207K +$207K +4,000 New
BO
1506
Bank OZK
Arkansas
$206K +$206K +4,001 New
FWM
1507
Focused Wealth Management
New York
$205K +$205K +3,965 New
ACM
1508
Alta Capital Management
Utah
$204K -$52.9K -1,025 -21%
FAM
1509
Formidable Asset Management
Ohio
$193K +$193K +3,705 New
WG
1510
Welch Group
Alabama
$192K -$31.1K -600 -14%
HF
1511
Hoxton Financial
West Virginia
$192K -$20.6K -399 -10%
PLFAM
1512
Pineno Levin & Ford Asset Management
Virginia
$189K -$51.6K -1,000 -21%
WCM
1513
Windsor Capital Management
Arizona
$188K +$724 +14 +0.4%
CFSG
1514
Community Financial Services Group
Vermont
$184K +$31.5K +607 +21%
AIM
1515
Acropolis Investment Management
Missouri
$182K +$9.92K +192 +6%
ACMI
1516
Amida Capital Management II
New York
$181K +$181K +3,500 New
VIMU
1517
Veritas Investment Management (UK)
United Kingdom
$175K – – –
HTHT
1518
Hemenway Trust Hemenway Trust
New Hampshire
$173K +$111K +2,154 +180%
MCM
1519
Munder Capital Management
Michigan
$168K -$45.2K -870 -21%
AA
1520
Apriem Advisors
California
$160K +$7.86K +152 +5%
AC
1521
Alexandria Capital
Virginia
$150K -$19.4K -377 -11%
AFC
1522
AFT Forsyth & Company
Florida
$140K – – –
LIM
1523
Longfellow Investment Management
Massachusetts
$140K +$36.4K +702 +35%
HPBT
1524
High Point Bank & Trust
North Carolina
$137K +$40K +775 +41%
SC
1525
Saturna Capital
Washington
$136K – – –
59 60
61
62 63