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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 %
EIM
251
ExxonMobil Investment Management
Texas
$58.8M +$3.29M +52,907 +6%
USSCPF
252
United States Steel & Carnegie Pension Fund
New York
$58.6M -$14.6M -235,000 -20%
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$58.6M -$4.18M -67,315 -7%
CLOS
254
Compagnie Lombard Odier SCmA
Switzerland
$58.5M -$3.56M -57,342 -6%
MCM
255
Moore Capital Management
New York
$57.5M +$57.5M +925,000 New
OCAM
256
Onex Canada Asset Management
Ontario, Canada
$57.2M +$20M +321,625 +54%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$56.1M -$1.67M -26,801 -3%
Kovitz Investment Group Partners
258
Kovitz Investment Group Partners
Illinois
$56M -$3.63M -63,053 -6%
ASRS
259
Arizona State Retirement System
Arizona
$55.7M -$6.11M -98,300 -10%
WG
260
Winton Group
United Kingdom
$55.7M -$38.5M -619,327 -41%
PMG
261
Private Management Group
California
$53.9M -$7.71K -124 -0%
GG
262
Gofen & Glossberg
Illinois
$53.7M -$1.41M -22,682 -3%
BCM
263
Bridgeway Capital Management
Texas
$53.5M -$648K -10,430 -1%
William Blair & Company
264
William Blair & Company
Illinois
$53.3M +$1.88M +30,248 +4%
FAF
265
Fjarde Ap-fonden
Sweden
$52.6M +$422K +6,793 +0.8%
SIM
266
Stelliam Investment Management
New York
$51.9M -$15.2M -245,000 -23%
SW
267
SVB Wealth
Massachusetts
$51.8M -$1.61M -25,844 -3%
PIA
268
Piedmont Investment Advisors
North Carolina
$51.4M -$287K -4,622 -0.6%
AIA
269
Avalon Investment & Advisory
Texas
$49.5M +$2.1M +33,779 +4%
FIM
270
Foresters Investment Management
New York
$49.5M +$1.35M +21,760 +3%
PC
271
PM Capital
Australia
$48.4M -$2.92M -47,000 -6%
CP
272
Cumberland Partners
Ontario, Canada
$48.2M -$2.12M -34,143 -4%
FQ
273
First Quadrant
California
$47.7M +$4.73M +76,100 +11%
Mackenzie Financial
274
Mackenzie Financial
Ontario, Canada
$47.7M -$2.48M -39,989 -5%
BMO
275
Beck Mack & Oliver
New York
$47.4M -$733K -11,801 -2%
9 10
11
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