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

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
Capital World Investors
California
$6.81B
4
State Street
State Street
Massachusetts
$9.36B
5
Harris Associates
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
276
James Investment Research
Ohio
$47.2M +$17M +273,097 +56%
Los Angeles Capital Management
277
Los Angeles Capital Management
California
$46.2M -$24.6M -396,020 -35%
CEP
278
Chicago Equity Partners
Illinois
$45.8M +$4.88M +78,580 +12%
AIMCA
279
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45.7M +$1.5M +24,100 +3%
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$45.6M +$429K +6,896 +0.9%
BCM
281
Basswood Capital Management
New York
$45.5M – – –
PNC
282
Park National Corp
Ohio
$45.3M -$207K -3,332 -0.5%
NIPH
283
NN Investment Partners Holdings
Netherlands
$45M -$19M -305,557 -30%
SCP
284
Seizert Capital Partners
Michigan
$44.4M -$5.39M -86,767 -11%
LWCA
285
Locust Wood Capital Advisers
New York
$44.2M -$717K -11,535 -2%
CTB
286
Country Trust Bank
Illinois
$44.2M -$45.2K -728 -0.1%
ZIG
287
Zurich Insurance Group
Switzerland
$43.8M +$1.47M +23,619 +3%
BFS
288
Bradley Foster & Sargent
Connecticut
$43.6M -$844K -13,584 -2%
TAM
289
Todd Asset Management
Kentucky
$43.6M -$3.38M -54,339 -7%
GH
290
GAM Holding
Switzerland
$43.2M +$3.59M +57,796 +9%
Public Sector Pension Investment Board (PSP Investments)
291
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$43.1M +$6.14M +98,800 +17%
UCFA
292
United Capital Financial Advisors
Texas
$43M +$804K +12,968 +2%
OTPPB
293
Ontario Teachers' Pension Plan Board
Ontario, Canada
$42.7M -$525K -8,441 -1%
CRM
294
Cramer Rosenthal McGlynn
Connecticut
$42.4M +$30.2M +486,775 +250%
QI
295
QS Investors
New York
$42.1M -$863K -13,884 -2%
SC
296
Scotia Capital
Ontario, Canada
$41.6M +$2.24M +36,005 +6%
URS
297
Utah Retirement Systems
Utah
$41.4M -$68.4K -1,100 -0.2%
PC
298
Packer & Co
Australia
$40.4M – – –
MA
299
MUFG Americas
New York
$39.7M -$1.88M -30,206 -5%
DCM
300
Dupont Capital Management
Delaware
$39.1M -$5.86M -94,225 -13%
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