JPM icon

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 %
PC
1551
Polar Capital
United Kingdom
$52.1K +$28.1K +543,941 +117%
BC
1552
Blackhill Capital
New Jersey
$52K – – –
BFEC
1553
Benjamin F. Edwards & Company
Missouri
$52K +$10.3K +200 +25%
KPCM
1554
Kings Point Capital Management
New York
$51K – – –
AIB
1555
Allied Irish Banks
Ireland
$49K +$49K +959 New
HHMI
1556
Howard Hughes Medical Institute
Maryland
$47K -$23.5K -458 -33%
AFIA
1557
America First Investment Advisors
Nebraska
$44K +$24.4K +475 +124%
AAC
1558
Asset Advisors Corp
Georgia
$43K -$6.46K -125 -13%
LWA
1559
Lenox Wealth Advisors
New York
$38K -$19.8K -385 -34%
WCM
1560
Wealthcare Capital Management
Virginia
$37K -$2.61K -51 -7%
TIM
1561
Tortoise Investment Management
New York
$36K – – –
CP
1562
Corbenic Partners
Pennsylvania
$35K +$20.8K +405 +147%
TFA
1563
Transamerica Financial Advisors
Florida
$34K -$5.23K -100 -13%
TFMS
1564
Trust & Fiduciary Management Services
Massachusetts
$33K +$1.94K +38 +6%
CRCP
1565
Copper Rock Capital Partners
Massachusetts
$31K – – –
JT
1566
Jump Trading
Illinois
$30K +$18.4K +359 +158%
AFS
1567
Aft Forsyth & Sober
Florida
$27K – – –
SFS
1568
Signator Financial Services
Massachusetts
$26K – – –
NC
1569
NewSquare Capital
Pennsylvania
$25K – – –
GXMC
1570
Global X Management Company
New York
$24K -$1.04M -20,304 -98%
UB
1571
UMB Bank
Missouri
$22.8K +$861 +16,665 +4%
TCM
1572
TD Capital Management
Tennessee
$22K +$153 +3 +0.7%
IRS
1573
Invictus RG (Singapore)
Singapore
$21K -$12K -230 -36%
PFO
1574
Pathstone Family Office
New Jersey
$19K -$51.7K -993 -73%
OSAM
1575
O'Shaughnessy Asset Management
Connecticut
$17K -$14.1K -277 -45%
61 62
63
64 65