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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 %
TCM
301
Tetrem Capital Management
Manitoba, Canada
$38.5M -$12.2M -196,525 -24%
SFM
302
Systematic Financial Management
New Jersey
$38.2M -$3.93M -63,213 -9%
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$38M +$1.23M +19,756 +3%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$37.9M -$26.8K -432 -0.1%
HCM
305
Huber Capital Management
California
$37.8M -$3.32M -53,400 -8%
SIA
306
Sit Investment Associates
Minnesota
$37.5M -$28.3M -455,505 -43%
DL
307
Delta Lloyd
Netherlands
$37.5M -$919K -14,787 -2%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$37.4M +$1.65M +26,543 +5%
Renaissance Technologies
309
Renaissance Technologies
New York
$37.4M +$37.4M +602,286 New
PSUF
310
People's United Financial
Connecticut
$37.4M +$248K +3,985 +0.7%
AIA
311
Affinity Investment Advisors
California
$37.2M +$3.38M +54,461 +10%
PWLP
312
Prio Wealth Limited Partnership
Massachusetts
$37.1M -$229K -3,683 -0.6%
Skandinaviska Enskilda Banken (SEB)
313
Skandinaviska Enskilda Banken (SEB)
Sweden
$36.9M +$367K +5,900 +1%
WT
314
Whittier Trust
California
$36.6M -$530K -8,535 -1%
AI
315
Analytic Investors
California
$36.4M -$2.72M -43,779 -7%
BA
316
Boston Advisors
Massachusetts
$36.3M -$1.03M -16,612 -3%
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$36M +$1.89M +30,417 +6%
Capital Fund Management (CFM)
318
Capital Fund Management (CFM)
France
$35M -$33.6M -540,000 -49%
SAM
319
Sentinel Asset Management
Vermont
$35M -$304K -4,900 -0.9%
PI
320
PineBridge Investments
New York
$34.7M +$8.62M +138,764 +33%
Lazard Asset Management
321
Lazard Asset Management
New York
$34.3M +$7.73M +124,361 +29%
HPC
322
HM Payson & Co
Maine
$33.1M -$1.41M -22,644 -4%
WF
323
Welch & Forbes
Massachusetts
$33.1M +$1.04M +16,737 +3%
GAM
324
GVO Asset Management
Switzerland
$33M +$1.45M +23,319 +5%
UB
325
UMB Bank
Missouri
$32.2M -$1.56M -25,108 -5%
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