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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 %
NRECA
176
National Rural Electric Cooperative Association
Virginia
$112M – – –
CB
177
Cooke & Bieler
Pennsylvania
$109M -$5.58M -107,996 -5%
OAMG
178
Odey Asset Management Group
United Kingdom
$105M +$54.5M +1,054,879 +107%
CI
179
Cincinnati Insurance
Ohio
$104M – – –
SP
180
Sarasin & Partners
United Kingdom
$104M +$5.42M +104,943 +6%
LCS
181
Levin Capital Strategies
New York
$104M -$2.95M -57,166 -3%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$102M -$10.9M -210,100 -10%
NTCOC
183
Northern Trust Company of Connecticut
Connecticut
$98.9M +$1.22M +23,692 +1%
RFS
184
Rockefeller Financial Services
New York
$98.8M -$8.48M -164,097 -8%
Westfield Capital Management
185
Westfield Capital Management
Massachusetts
$97.7M -$4.76M -92,180 -5%
TPSF
186
Texas Permanent School Fund
Texas
$96.8M -$3.44M -66,622 -3%
Mackenzie Financial
187
Mackenzie Financial
Ontario, Canada
$95M +$12.5M +241,575 +15%
CBOA
188
Commonwealth Bank of Australia
Australia
$95M +$10.6M +205,604 +13%
Fidelity International
189
Fidelity International
Bermuda
$94.5M +$20.4M +394,347 +27%
HAM
190
HHR Asset Management
New Jersey
$93.4M +$10.7M +207,300 +13%
HFS
191
HL Financial Services
Kentucky
$93M +$1.29M +24,915 +1%
ICM
192
IronBridge Capital Management
Illinois
$92.9M -$654K -12,650 -0.7%
SOMRS
193
State of Michigan Retirement System
Michigan
$91.8M -$207K -4,000 -0.2%
FI
194
Focused Investors
California
$91.7M +$3.87M +74,800 +4%
CCM
195
Cullen Capital Management
New York
$89.6M +$5.87M +113,640 +7%
ACI
196
AMP Capital Investors
Australia
$87.8M -$5.72M -109,484 -6%
CRM
197
Cramer Rosenthal McGlynn
Connecticut
$87.7M +$1.32M +25,601 +2%
CCMH
198
Cornerstone Capital Management Holdings
New York
$87.6M -$1.89M -36,506 -2%
HTC
199
Haverford Trust Company
Pennsylvania
$86M +$2.03M +39,315 +2%
EC
200
Eminence Capital
New York
$85.9M +$702K +13,588 +0.8%
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