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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 %
M2MC
351
Matthew 25 Management Corp
Pennsylvania
$27.3M -$3.11M -50,000 -10%
CTI
352
Community Trust & Investment
Kentucky
$27.2M +$412K +6,623 +2%
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$27M -$393K -6,331 -1%
DLA
354
Douglas Lane & Associates
New York
$27M +$613K +9,861 +2%
ECM
355
Estabrook Capital Management
New York
$26.9M -$1.42M -22,788 -5%
FP
356
Foundry Partners
Minnesota
$26.8M +$903K +14,525 +3%
SCA
357
STALEY CAPITAL ADVISERS
Pennsylvania
$26.7M +$1.09M +17,550 +4%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$26.5M +$1.16M +18,700 +5%
OC
359
Oppenheimer & Co
New York
$26M +$249K +4,014 +1%
VDI
360
Vaughan David Investments
Illinois
$25.9M -$810K -13,039 -3%
WJA
361
Williams Jones & Associates
New York
$25.9M -$601K -9,677 -2%
SCM
362
Sterling Capital Management
North Carolina
$25.9M +$1.12M +17,962 +5%
SG Americas Securities
363
SG Americas Securities
New York
$25.9M +$9.65M +155,359 +60%
SG
364
Societe Generale
$25.9M +$25.9M +416,169 New
SMDAM
365
Sumitomo Mitsui DS Asset Management
Japan
$25.8M +$3.55M +57,152 +16%
ABC
366
Associated Banc-Corp
Wisconsin
$25.8M +$400K +6,440 +2%
RG
367
Rathbones Group
United Kingdom
$25.2M -$236K -3,794 -0.9%
PP
368
Palladium Partners
Virginia
$25.2M +$97.2K +1,564 +0.4%
Cohen & Steers
369
Cohen & Steers
New York
$25.2M +$1.06M +17,000 +4%
CS
370
Cannell & Spears
New York
$25.1M +$102K +1,640 +0.4%
RCM
371
Redwood Capital Management
New York
$24.9M -$3.11M -50,000 -11%
MAMU
372
Marathon Asset Management (UK)
United Kingdom
$24.8M +$450K +7,247 +2%
Nomura Holdings
373
Nomura Holdings
Japan
$24.7M +$15.2M +246,592 +160%
WCM
374
Wedge Capital Management
North Carolina
$24.6M -$369K -5,944 -1%
DnB Asset Management
375
DnB Asset Management
Norway
$24.5M -$1.1M -17,700 -4%
13 14
15
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