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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 %
PWAG
1576
Polaris Wealth Advisory Group
California
$16.6K – – –
EMA
1577
Efficient Market Advisors
California
$16K – – –
NHFG
1578
New Harbor Financial Group
Massachusetts
$16K – – –
SAM
1579
Solaris Asset Management
New York
$16K – – –
NIM
1580
NuWave Investment Management
New Jersey
$15K -$214K -4,252 -93%
PFG
1581
Piershale Financial Group
Illinois
$11K +$54 +1 +0.5%
EU
1582
Emory University
Georgia
$10K – – –
PFG
1583
Pacific Financial Group
Washington
$9K – – –
SMA
1584
Simply Money Advisors
Ohio
$7K -$145K -2,937 -95%
CPS
1585
Counsel Portfolio Services
Ontario, Canada
$6.48K +$6.04K +116,818 +1,374%
ST
1586
SpiderRock Trading
Illinois
$5K – – –
NCM
1587
Nelson Capital Management
California
$5K – – –
FA
1588
Financial Advantage
Maryland
$5K – – –
PIM
1589
Profit Investment Management
Maryland
$3.77K -$74 -1,435 -2%
BWFA
1590
Baltimore-Washington Financial Advisors
Maryland
$3K -$23.3K -450 -89%
NMLIC
1591
Northwestern Mutual Life Insurance Company
Wisconsin
$3K -$5.7K -95 -66%
EFS
1592
Essex Financial Services
Connecticut
$2.64K -$368 -7,127 -12%
CCT
1593
Capital City Trust
Florida
$230 +$58 +1,126 +34%
HCM
1594
Highfields Capital Management
Massachusetts
– -$101M -1,904,469 Closed
DLPIC
1595
Davide Leone & Partners Investment Company
United Kingdom
– -$52.8M -1,000,000 Closed
WM
1596
WCG Management
New York
– -$25.1M -475,000 Closed
JAM
1597
Jacobs Asset Management
New York
– -$21.6M -409,200 Closed
KCM
1598
Key Colony Management
Arkansas
– -$21.1M -400,000 Closed
CM
1599
Corvex Management
New York
– -$21.1M -400,000 Closed
SGI
1600
SAC Global Investors
United Kingdom
– -$14.5M -275,000 Closed
62 63
64
65 66