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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 %
PFO
1551
Pathstone Family Office
New Jersey
$71K +$71K +1,358 New
HTHT
1552
Hemenway Trust Hemenway Trust
New Hampshire
$63K +$63K +1,200 New
SC
1553
StellarOne Corp
Virginia
$60K +$60K +1,125 New
LWA
1554
Lenox Wealth Advisors
New York
$59K +$59K +1,123 New
BC
1555
Blackhill Capital
New Jersey
$53K +$53K +1,000 New
KPCM
1556
Kings Point Capital Management
New York
$52K +$52K +985 New
AAC
1557
Asset Advisors Corp
Georgia
$51K +$51K +957 New
S
1558
SignatureFD
Georgia
$48K +$48K +916 New
BFEC
1559
Benjamin F. Edwards & Company
Missouri
$43K +$43K +813 New
WCM
1560
Wealthcare Capital Management
Virginia
$41K +$41K +774 New
TFA
1561
Transamerica Financial Advisors
Florida
$40K +$40K +750 New
TIM
1562
Tortoise Investment Management
New York
$37K +$37K +700 New
AIP
1563
Advanced Investment Partners
Florida
$34K +$34K +630 New
IRS
1564
Invictus RG (Singapore)
Singapore
$33K +$33K +633 New
CRCP
1565
Copper Rock Capital Partners
Massachusetts
$32K +$32K +600 New
TFMS
1566
Trust & Fiduciary Management Services
Massachusetts
$32K +$32K +608 New
OSAM
1567
O'Shaughnessy Asset Management
Connecticut
$32K +$32K +612 New
BTS
1568
BB&T Securities
Virginia
$28.7K +$28.7K +54,430 New
AFS
1569
Aft Forsyth & Sober
Florida
$28K +$28K +525 New
BWFA
1570
Baltimore-Washington Financial Advisors
Maryland
$27K +$27K +508 New
SFS
1571
Signator Financial Services
Massachusetts
$26K +$26K +500 New
NC
1572
NewSquare Capital
Pennsylvania
$25K +$25K +480 New
JFA
1573
JNBA Financial Advisors
Minnesota
$24K +$24K +453 New
TCM
1574
TD Capital Management
Tennessee
$23K +$23K +429 New
UB
1575
UMB Bank
Missouri
$22.4K +$22.4K +424,922 New
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