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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
+$296M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$292M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$222M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$164M
5
Deutsche Bank
Deutsche Bank
Germany
+$135M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$625M
3
Capital World Investors
Capital World Investors
California
-$345M
4
State Street
State Street
Massachusetts
-$274M
5
Harris Associates
Harris Associates
Illinois
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAG
326
Orbis Allan Gray
Bermuda
$32.1M +$8.27M +133,136 +35%
PA
327
Pinnacle Associates
New York
$32.1M +$424K +6,828 +1%
LS
328
Livforsakringsbolaget Skandia
Sweden
$31.8M +$1.49M +24,000 +5%
WT
329
Washington Trust
Rhode Island
$31.7M -$636K -10,241 -2%
CBOA
330
Commonwealth Bank of Australia
Australia
$31.5M +$1.03M +16,628 +3%
GC
331
GMT Capital
Georgia
$31.3M -$9.05M -145,600 -22%
Asset Management One
332
Asset Management One
Japan
$30.9M -$225K -3,661 -0.7%
CS
333
Candriam SCA
Luxembourg
$30.9M +$11.8M +189,240 +61%
TCT
334
TIAA CREF Trust
Missouri
$30.7M -$934K -15,027 -3%
CI
335
Clal Insurance
Israel
$30.7M – – –
IRF
336
IBM Retirement Fund
New York
$30.7M -$384K -6,003 -1%
MSA
337
Mason Street Advisors
Wisconsin
$30.6M +$227K +3,646 +0.7%
SBH
338
Segall Bryant & Hamill
Illinois
$30.5M +$1.48M +23,799 +5%
DIA
339
Dana Investment Advisors
Wisconsin
$30M -$311K -5,003 -1%
JAM
340
Jupiter Asset Management
United Kingdom
$29.9M -$967K -15,562 -3%
NG
341
NatWest Group
United Kingdom
$29.9M -$3.25M -52,315 -10%
DK
342
Darrell & King
Virginia
$29.1M -$607K -9,773 -2%
MOACM
343
Mutual of America Capital Management
New York
$28.9M -$1.35M -21,715 -4%
CAM
344
Capstone Asset Management
Texas
$28.6M +$2.24M +36,074 +9%
B
345
BP
United Kingdom
$28.3M +$1.62M +26,000 +6%
DILH
346
Dai-ichi Life Holdings
Japan
$28.3M -$6.11M -98,374 -18%
OA
347
Oak Associates
Ohio
$28.2M -$38.5K -619 -0.1%
ISL
348
Ingalls & Snyder LLC
New York
$27.7M +$112K +1,804 +0.4%
First Trust Advisors
349
First Trust Advisors
Illinois
$27.6M +$2.57M +41,308 +10%
PFC
350
Poplar Forest Capital
California
$27.6M -$1.15M -18,484 -4%
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