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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 %
WC
1601
Wexford Capital
Florida
– -$11M -208,320 Closed
MAM
1602
Myriad Asset Management
Hong Kong
– -$10.7M -202,500 Closed
MLL
1603
Moody Lynn & Lieberson
Massachusetts
– -$8.63M -163,471 Closed
PCM
1604
Parameter Capital Management
Connecticut
– -$7.92M -150,000 Closed
CI
1605
Cowen Inc
New York
– -$6.84M -129,600 Closed
NM
1606
Nokota Management
New York
– -$6.7M -127,000 Closed
PWPCM
1607
Perella Weinberg Partners Capital Management
New York
– -$6.54M -123,890 Closed
EIM
1608
Essex Investment Management
Massachusetts
– -$6.18M -116,974 Closed
AG
1609
Artal Group
Luxembourg
– -$5.28M -100,000 Closed
SBCM
1610
Silver Bridge Capital Management
Massachusetts
– -$4.93M -93,405 Closed
MWVC
1611
Morgens Waterfall Vintiadis & Co
New York
– -$3.96M -75,000 Closed
GG
1612
Greenwood Gearhart
Arkansas
– -$3.7M -70,109 Closed
RAM
1613
Ramsey Asset Management
Virginia
– -$3.61M -68,319 Closed
TCP
1614
TAMRO Capital Partners
Virginia
– -$2.46M -46,511 Closed
SCIA
1615
Sanibel Captiva Investment Advisers
Illinois
– -$2.43M -45,950 Closed
BIM
1616
Beach Investment Management
Pennsylvania
– -$2.04M -38,630 Closed
VAM
1617
Visium Asset Management
New York
– -$1.75M -33,095 Closed
BCM
1618
Boyle Capital Management
Iowa
– -$1.41M -26,642 Closed
CCM
1619
Coe Capital Management
Illinois
– -$1.36M -25,705 Closed
MSS
1620
Mitchell Sinkler & Starr
Pennsylvania
– -$1.27M -24,045 Closed
MBI
1621
Montrusco Bolton Investments
Quebec, Canada
– -$971K -18,400 Closed
CTC (Chicago Trading Company)
1622
CTC (Chicago Trading Company)
Illinois
– -$884K -16,746 Closed
CICI
1623
Capital Investment Counsel Inc
North Carolina
– -$866K -16,403 Closed
BCM
1624
Beddow Capital Management
Wyoming
– -$776K -14,700 Closed
ICM
1625
IMS Capital Management
Oregon
– -$718K -13,605 Closed
63 64
65
66 67