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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.41B +$161M +3,117,657 +2%
State Street
2
State Street
Massachusetts
$8.67B -$195M -3,778,717 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.31B +$21.7M +419,736 +0.4%
BIT
4
BlackRock Institutional Trust
California
$5.3B -$90.5M -1,750,757 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.11B -$858M -16,599,034 -17%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.69B -$410M -7,936,346 -10%
Capital World Investors
7
Capital World Investors
California
$3.24B +$383M +7,412,000 +13%
Northern Trust
8
Northern Trust
Illinois
$2.98B -$121M -2,347,403 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.92B -$10.6M -204,774 -0.4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$2.87B +$214M +4,135,342 +8%
Franklin Resources
11
Franklin Resources
California
$2.74B +$312M +6,028,409 +13%
Invesco
12
Invesco
Georgia
$2.13B -$67.1M -1,297,482 -3%
Ameriprise
13
Ameriprise
Minnesota
$1.98B -$102M -1,969,729 -5%
BA
14
BlackRock Advisors
Delaware
$1.91B -$23.5M -454,048 -1%
Bank of America
15
Bank of America
North Carolina
$1.83B +$958K +18,537 +0.1%
BFA
16
BlackRock Fund Advisors
California
$1.8B +$7.77M +150,317 +0.4%
Norges Bank
17
Norges Bank
Norway
$1.74B +$141M +2,732,738 +9%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.7B +$31.2M +604,098 +2%
BG
19
BlackRock Group
United Kingdom
$1.69B +$36.4M +703,758 +2%
Morgan Stanley
20
Morgan Stanley
New York
$1.46B +$59.3M +1,146,263 +4%
Harris Associates
21
Harris Associates
Illinois
$1.39B +$72.5M +1,402,851 +5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.39B +$39.9M +772,227 +3%
Wells Fargo
23
Wells Fargo
California
$1.35B +$73.1M +1,414,270 +6%
Goldman Sachs
24
Goldman Sachs
New York
$1.28B +$82.3M +1,592,472 +7%
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.11B +$388K +7,509 +0%
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