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JPMorgan Chase
JPM

1,598 hedge funds and large institutions have $146B invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 1,598 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.12% more ownership

Funds ownership: 0% → 73.12% (+73%)

4% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.39B

Holders
1,598
Holders Change
+1,598
Holders Change %
–
% of All Funds
52.14%
Holding in Top 10
368
Holding in Top 10 Change
+368
Holding in Top 10 Change %
% of All Funds
12.01%
New
1,598
Increased
–
Reduced
–
Closed
–
Calls
$2.48B
Puts
$2.39B
Net Calls
+$87.7M
Net Calls Change
+$87.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.44B +$9.1B +178,912,530 New
State Street
2
State Street
Massachusetts
$9.05B +$8.72B +171,514,267 New
BIT
3
BlackRock Institutional Trust
California
$5.51B +$5.3B +104,303,871 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.41B +$5.21B +102,403,056 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.07B +$4.88B +96,044,072 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$4.18B +$4.03B +79,256,840 New
Northern Trust
7
Northern Trust
Illinois
$3.17B +$3.05B +60,023,478 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.99B +$2.88B +56,706,489 New
Capital World Investors
9
Capital World Investors
California
$2.92B +$2.81B +55,291,232 New
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$2.71B +$2.61B +51,373,825 New
Franklin Resources
11
Franklin Resources
California
$2.48B +$2.38B +46,884,712 New
Invesco
12
Invesco
Georgia
$2.25B +$2.16B +42,557,875 New
Ameriprise
13
Ameriprise
Minnesota
$2.13B +$2.05B +40,301,821 New
BA
14
BlackRock Advisors
Delaware
$1.97B +$1.9B +37,356,872 New
Bank of America
15
Bank of America
North Carolina
$1.87B +$1.8B +35,378,422 New
BFA
16
BlackRock Fund Advisors
California
$1.83B +$1.77B +34,745,148 New
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.7B +$1.64B +32,190,193 New
BG
18
BlackRock Group
United Kingdom
$1.69B +$1.63B +32,037,752 New
Norges Bank
19
Norges Bank
Norway
$1.64B +$1.57B +30,972,544 New
Morgan Stanley
20
Morgan Stanley
New York
$1.43B +$1.38B +27,172,840 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.38B +$1.33B +26,141,815 New
Harris Associates
22
Harris Associates
Illinois
$1.35B +$1.3B +25,538,239 New
Wells Fargo
23
Wells Fargo
California
$1.31B +$1.26B +24,725,435 New
Goldman Sachs
24
Goldman Sachs
New York
$1.23B +$1.18B +23,254,433 New
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.13B +$1.09B +21,437,646 New
1
2 3 4 5

JPM Hedge Fund Activity: Q2 2013 in Review

1,598 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2013, worth a combined $146B.

Buyers outnumbered sellers: 1,598 funds opened new JPM positions and 0 closed out — a net gain of 1,598 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,598 institutional investors held JPMorgan Chase (JPM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $146B of JPMorgan Chase stock for Q2 2013.
  • 1,598 funds opened new JPMorgan Chase positions in Q2 2013 and 0 closed out, a net change of +1,598 holders.

Based on aggregated 13F filings for Q2 2013.