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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 %
ASC
151
Atalanta Sosnoff Capital
New York
$148M -$59.2M -1,144,515 -29%
Aviva
152
Aviva
United Kingdom
$147M +$10.1M +194,859 +7%
PI
153
PGGM Investments
Netherlands
$143M +$7.18M +138,857 +5%
YCMGA
154
York Capital Management Global Advisors
New York
$142M +$142M +2,752,595 New
KeyBank National Association
155
KeyBank National Association
Ohio
$142M -$135M -2,605,621 -49%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$142M -$1.53M -29,587 -1%
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$142M +$2.74M +53,030 +2%
DCM
158
Discovery Capital Management
Connecticut
$140M +$28M +541,000 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
159
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$135M -$14.7M -283,936 -10%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$134M -$4.95M -95,744 -4%
Victory Capital Management
161
Victory Capital Management
Texas
$134M +$134M +2,587,277 New
Korea Investment Corp
162
Korea Investment Corp
South Korea
$132M +$9.58M +185,300 +8%
SBAM
163
Santa Barbara Asset Management
California
$132M +$7.46M +144,346 +6%
LBG
164
Lloyds Banking Group
United Kingdom
$129M +$18.4M +355,591 +17%
SCCM
165
Schafer Cullen Capital Management
New York
$128M -$1.29M -25,016 -1%
Aristotle Capital Management
166
Aristotle Capital Management
California
$127M +$29.5M +570,940 +30%
William Blair & Company
167
William Blair & Company
Illinois
$126M -$5.38M -104,093 -4%
RFC
168
Regions Financial Corp
Alabama
$124M +$67K +1,296 +0.1%
Comerica Bank
169
Comerica Bank
Texas
$123M -$2.25M -43,532 -2%
MLICM
170
Metropolitan Life Insurance Company (MetLife)
New York
$123M -$1.12M -21,724 -0.9%
BCIM
171
British Columbia Investment Management
British Columbia, Canada
$123M -$13.6M -263,614 -10%
GC
172
GMT Capital
Georgia
$122M +$863K +16,700 +0.7%
PAMU
173
Pictet Asset Management (UK)
United Kingdom
$118M -$2.76M -53,304 -2%
FCAM
174
F&C Asset Management
United Kingdom
$115M -$5.84M -113,013 -5%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$114M +$5.43M +105,086 +5%
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