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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 %
TCCM
1526
Timber Creek Capital Management
Massachusetts
$134K +$51.5K +1,000 +63%
LNB
1527
Ledyard National Bank
$131K -$2.59K -50 -2%
EWM
1528
Elite Wealth Management
Washington
$123K -$12.7K -247 -9%
MAS
1529
Madden Advisory Services
Florida
$121K -$2.59K -50 -2%
BCM
1530
Breithorn Capital Management
New York
$118K +$118K +2,280 New
BIM
1531
Bridgecreek Investment Management
Oklahoma
$115K -$46.4K -900 -29%
AA
1532
AlphaMark Advisors
Kentucky
$107K – – –
RIA
1533
Regal Investment Advisors
Michigan
$106K -$58.1K -1,126 -35%
HCM
1534
Horrell Capital Management
Arkansas
$106K +$106K +2,046 New
SHWM
1535
Smith & Howard Wealth Management
Georgia
$105K -$16.5K -319 -14%
SCG
1536
Strategic Capital Group
Washington
$104K – – –
RC
1537
Riversville Capital
Connecticut
$101K – – –
AWMS
1538
Advocacy Wealth Management Services
Georgia
$98K +$86.7K +1,621 +768%
ACM
1539
Antonetti Capital Management
Florida
$96K -$537K -10,350 -85%
CI Investments Inc
1540
CI Investments Inc
Ontario, Canada
$91K -$116K -2,240 -56%
JFA
1541
JNBA Financial Advisors
Minnesota
$74K +$50.5K +975 +215%
TF
1542
Trutina Financial
Washington
$72K +$72K +1,400 New
MAM
1543
Mark Asset Management
New York
$72K +$72K +1,400 New
VCM
1544
Vigilant Capital Management
Maine
$71K – – –
GGPS
1545
Gary Goldberg Planning Services
New York
$71K – – –
Twin Tree Management
1546
Twin Tree Management
Texas
$67K +$67K +1,303 New
MUMSS
1547
Mitsubishi UFJ Morgan Stanley Securities
Japan
$65K -$32.8K -630 -34%
IMS
1548
Index Management Solutions
Pennsylvania
$63K +$63K +1,218 New
SC
1549
StellarOne Corp
Virginia
$58K – – –
GI
1550
Gradient Investments
Minnesota
$55K -$1.18M -22,799 -96%
60 61
62
63 64