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JPMorgan Chase
JPM

Overview Fund Activity

1,904 hedge funds and large institutions have $167B invested in JPMorgan Chase in 2016 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 783 increasing their positions, 800 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+5
Holders Change %
+0.26%
% of All Funds
50.88%
Holding in Top 10
340
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+7.94%
% of All Funds
9.09%
New
101
Increased
783
Reduced
800
Closed
77
Calls
$2.42B
Puts
$2.62B
Net Calls
-$206M
Net Calls Change
-$451M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.74B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
3
Capital World Investors
California
$6.81B
4
State Street
4
State Street
Massachusetts
$9.36B
5
Harris Associates
5
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
BAPIM
226
British Airways Pensions Investment Management
United Kingdom
$69.9M +$7.42M +119,000 +12%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$69.3M +$48.4M +778,395 +231%
KBC Group
228
KBC Group
Belgium
$69.1M +$3.09M +49,806 +5%
GIBU
229
Gulf International Bank (UK)
United Kingdom
$68.8M +$134K +2,150 +0.2%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$67.5M +$7.85M +126,328 +13%
ZIM
231
Zacks Investment Management
Illinois
$67.3M +$953K +15,339 +1%
N
232
Natixis
France
$66.8M +$48.6M +781,480 +266%
AIM
233
Artemis Investment Management
United Kingdom
$66.8M +$33.4M +537,259 +100%
CB
234
Commerce Bank
Missouri
$66.6M +$2.95M +47,442 +5%
RCAMU
235
Rothschild & Co Asset Management US
Connecticut
$66.6M -$9.77M -157,201 -13%
WBC
236
Westpac Banking Corp
Australia
$65M +$130K +2,108 +0.2%
HighTower Advisors
237
HighTower Advisors
Illinois
$64.4M -$5.15M -82,976 -7%
SWITC
238
Stewart West Indies Trading Company
Colorado
$63.9M – – –
ECA
239
Endeavour Capital Advisors
Connecticut
$63.6M – – –
Janus Henderson Group
240
Janus Henderson Group
United Kingdom
$63.3M -$4.66M -74,910 -7%
RCG
241
Ruane, Cunniff & Goldfarb
New York
$62.8M +$61.7M +992,221 +5,327%
DRZID
242
DePrince Race & Zollo Inc (DRZ)
Florida
$62.4M +$12.6M +202,865 +25%
EDRH
243
Edmond de Rothschild Holding
Switzerland
$61.7M -$5.08M -81,784 -8%
BCM
244
Becker Capital Management
Oregon
$61.4M +$151K +2,437 +0.2%
CGM
245
Capital Growth Management
Massachusetts
$61.2M +$11.2M +180,000 +22%
VRS
246
Virginia Retirement Systems
Virginia
$61.1M +$61.1M +983,758 New
ProShare Advisors
247
ProShare Advisors
Maryland
$60.8M -$6.7M -107,850 -10%
BTW
248
Boston Trust Walden
Massachusetts
$60.1M +$909K +14,625 +2%
GI
249
GAMCO Investors
Connecticut
$59.7M -$2.39M -38,390 -4%
EDRAMF
250
Edmond de Rothschild Asset Management (France)
France
$59.4M -$4.95M -79,700 -8%
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