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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
HHMI
1551
Howard Hughes Medical Institute
Maryland
$73K +$69.9K +1,375 New
VCM
1552
Vigilant Capital Management
Maine
$72K +$69.7K +1,371 New
PFO
1553
Pathstone Family Office
New Jersey
$71K +$69K +1,358 New
HTHT
1554
Hemenway Trust Hemenway Trust
New Hampshire
$63K +$61K +1,200 New
SC
1555
StellarOne Corp
Virginia
$60K +$57.2K +1,125 New
LWA
1556
Lenox Wealth Advisors
New York
$59K +$57.1K +1,123 New
BC
1557
Blackhill Capital
New Jersey
$53K +$50.8K +1,000 New
KPCM
1558
Kings Point Capital Management
New York
$52K +$50.1K +985 New
AAC
1559
Asset Advisors Corp
Georgia
$51K +$48.7K +957 New
S
1560
SignatureFD
Georgia
$48K +$46.6K +916 New
BFEC
1561
Benjamin F. Edwards & Company
Missouri
$43K +$41.3K +813 New
WCM
1562
Wealthcare Capital Management
Virginia
$41K +$39.4K +774 New
TFA
1563
Transamerica Financial Advisors
Florida
$40K +$38.1K +750 New
TIM
1564
Tortoise Investment Management
New York
$37K +$35.6K +700 New
AIP
1565
Advanced Investment Partners
Florida
$34K +$32K +630 New
IRS
1566
Invictus RG (Singapore)
Singapore
$33K +$32.2K +633 New
CRCP
1567
Copper Rock Capital Partners
Massachusetts
$32K +$30.5K +600 New
TFMS
1568
Trust & Fiduciary Management Services
Massachusetts
$32K +$30.9K +608 New
OSAM
1569
O'Shaughnessy Asset Management
Connecticut
$32K +$31.1K +612 New
BTS
1570
BB&T Securities
Virginia
$28.7K +$2.77M +54,430 New
AFS
1571
Aft Forsyth & Sober
Florida
$28K +$26.7K +525 New
BWFA
1572
Baltimore-Washington Financial Advisors
Maryland
$27K +$25.8K +508 New
SFS
1573
Signator Financial Services
Massachusetts
$26K +$25.4K +500 New
NC
1574
NewSquare Capital
Pennsylvania
$25K +$24.4K +480 New
JFA
1575
JNBA Financial Advisors
Minnesota
$24K +$23K +453 New
61 62
63
64 65

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.