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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 %
AII
201
AGF Investments Inc
Ontario, Canada
$85.8M +$1.55M +29,965 +2%
Nomura Asset Management
202
Nomura Asset Management
Japan
$85.7M -$12.4M -239,974 -13%
Cohen & Steers
203
Cohen & Steers
New York
$85.1M -$3.43M -66,300 -4%
Brown Advisory
204
Brown Advisory
Maryland
$84.4M +$3.64M +70,428 +5%
EA
205
Euclid Advisors
Connecticut
$83.4M +$14.5M +280,556 +21%
HI
206
Honeywell International
North Carolina
$82.3M -$258K -5,000 -0.3%
Nuveen Asset Management
207
Nuveen Asset Management
Illinois
$82.1M -$8.24M -159,466 -9%
IRF
208
IBM Retirement Fund
New York
$80.8M -$11.9M -229,493 -13%
USSCPF
209
United States Steel & Carnegie Pension Fund
New York
$80.3M – – –
SCA
210
SAC Capital Advisors
Connecticut
$79M +$69.5M +1,344,160 +728%
SIA
211
Sit Investment Associates
Minnesota
$76.8M +$7.25M +140,240 +10%
Mawer Investment Management
212
Mawer Investment Management
Alberta, Canada
$76.3M +$8.97M +173,575 +13%
PC
213
PointState Capital
New York
$75.5M -$12.6M -244,500 -14%
DRZID
214
DePrince Race & Zollo Inc (DRZ)
Florida
$74.7M -$8.67M -167,700 -10%
AIG
215
American International Group
New York
$74.6M +$1.94M +37,608 +3%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$74.4M -$1.19M -23,018 -2%
GT
217
Glenmede Trust
Pennsylvania
$74.3M +$1.81M +34,942 +2%
ERSOT
218
Employees Retirement System of Texas
Texas
$74M +$6.08M +117,700 +9%
C
219
Consulta
United Kingdom
$70.8M +$10.1M +195,224 +17%
GF
220
Gabelli Funds
New York
$70.5M -$103K -2,000 -0.1%
HNB
221
Huntington National Bank
Ohio
$69.9M -$63.5K -1,229 -0.1%
DC
222
Davenport & Co
Virginia
$69.7M +$377K +7,287 +0.5%
GC
223
Guggenheim Capital
Illinois
$69.7M +$5.85M +113,197 +9%
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$69.5M +$1.11M +21,399 +2%
WBC
225
Westpac Banking Corp
Australia
$69.2M +$7.13M +137,880 +11%
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