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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
AFC
1526
AFT Forsyth & Company
Florida
$143K +$137K +2,700 New
OAM
1527
Orinda Asset Management
California
$141K +$136K +2,675 New
EWM
1528
Elite Wealth Management
Washington
$139K +$134K +2,635 New
SC
1529
Saturna Capital
Washington
$139K +$134K +2,640 New
LNB
1530
Ledyard National Bank
$136K +$131K +2,579 New
MAS
1531
Madden Advisory Services
Florida
$126K +$121K +2,385 New
SHWM
1532
Smith & Howard Wealth Management
Georgia
$124K +$119K +2,344 New
SC
1533
Sculptor Capital
New York
$121K +$116K +2,289 New
Flossbach Von Storch
1534
Flossbach Von Storch
Germany
$117K +$113K +2,220 New
AA
1535
AlphaMark Advisors
Kentucky
$109K +$105K +2,063 New
SCG
1536
Strategic Capital Group
Washington
$107K +$103K +2,022 New
I2I
1537
Insight 2811 Inc
Illinois
$106K +$102K +2,000 New
LIM
1538
Longfellow Investment Management
Massachusetts
$106K +$102K +2,000 New
RC
1539
Riversville Capital
Connecticut
$103K +$99.2K +1,952 New
SFPIA
1540
Stevens First Principles Investment Advisors
California
$100K +$96.6K +1,900 New
MUMSS
1541
Mitsubishi UFJ Morgan Stanley Securities
Japan
$99K +$95.6K +1,880 New
HPBT
1542
High Point Bank & Trust
North Carolina
$99K +$95.7K +1,882 New
CCA
1543
Catalyst Capital Advisors
New York
$98K +$94.3K +1,855 New
KLWA
1544
Kelly Lawrence W & Associates
California
$95K +$91.5K +1,800 New
PCM
1545
Prelude Capital Management
New York
$93K +$89.5K +1,761 New
TCCM
1546
Timber Creek Capital Management
Massachusetts
$84K +$81.3K +1,600 New
CMBA
1547
C.M. Bidwell & Associates
Hawaii
$80K +$77K +1,515 New
HTA
1548
Haber Trilix Advisors
Massachusetts
$75K +$72.6K +1,428 New
MMEA
1549
Mark Morris et al
$74K +$71.2K +1,400 New
GGPS
1550
Gary Goldberg Planning Services
New York
$73K +$69.9K +1,375 New
60 61
62
63 64

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.