JPM icon

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 %
Rafferty Asset Management
376
Rafferty Asset Management
New York
$24.5M -$5.98M -96,225 -20%
WPC
377
Waters Parkerson & Co
Louisiana
$24.2M +$1.17M +18,811 +5%
NAM
378
North American Management
Massachusetts
$24.2M -$1.02M -16,373 -4%
RCM
379
RNC Capital Management
California
$23.9M +$462K +7,432 +2%
BVDMP
380
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$23.7M – – –
SAM
381
Shell Asset Management
Netherlands
$23.6M +$2.73M +43,933 +13%
ADEF
382
Adams Diversified Equity Fund
Maryland
$23.5M – – –
WB
383
WesBanco Bank
West Virginia
$23.4M +$458K +7,364 +2%
MHC
384
Meyer Handelman Company
New York
$23.4M -$377K -6,060 -2%
FCBT
385
First Citizens Bank & Trust
North Carolina
$23.1M -$2.7M -43,452 -10%
ELC
386
Edgar Lomax Company
Virginia
$23.1M +$1.18M +18,915 +5%
WAM
387
World Asset Management
Michigan
$23.1M +$130K +2,095 +0.6%
PFM
388
Parsec Financial Management
North Carolina
$22.7M -$95.3K -1,534 -0.4%
HCMT
389
Highland Capital Management (Tennessee)
Tennessee
$22.6M -$355K -5,718 -2%
Creative Planning
390
Creative Planning
Kansas
$22.6M +$1.31M +21,018 +6%
BAM
391
Barrett Asset Management
New York
$22.5M -$349K -5,612 -2%
FWCM
392
Ferguson Wellman Capital Management
Oregon
$22.5M +$1.88M +30,308 +9%
EARNEST Partners
393
EARNEST Partners
Georgia
$22.3M -$589K -9,486 -3%
TH
394
TCTC Holdings
Texas
$22.3M +$24K +386 +0.1%
Fiera Capital (Canada)
395
Fiera Capital (Canada)
Quebec, Canada
$22.2M +$4.19M +67,375 +23%
SAM
396
Securian Asset Management
Minnesota
$22.1M +$121K +1,954 +0.6%
DADC
397
D.A. Davidson & Co
Montana
$21.9M +$697K +11,222 +3%
SPC
398
Stewart & Patten Company
California
$21.8M +$57.5K +926 +0.3%
C
399
Consulta
United Kingdom
$21.7M +$21.7M +350,000 New
MAA
400
Matrix Asset Advisors
New York
$21.6M -$267K -4,298 -1%
14 15
16
17 18