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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 %
PR
401
Payden & Rygel
California
$21.4M -$68.4K -1,100 -0.3%
EB
402
Eastern Bank
Massachusetts
$21.4M +$106K +1,710 +0.5%
ANI
403
American National Insurance
Texas
$21.2M -$267K -4,300 -1%
Two Sigma Advisers
404
Two Sigma Advisers
New York
$20.9M +$5.79M +93,200 +38%
WSFS
405
Wilmington Savings Fund Society
Delaware
$20.8M +$340K +5,474 +2%
BAM
406
Berkshire Asset Management
Pennsylvania
$20.8M -$600K -9,652 -3%
FFIC
407
First Fiduciary Investment Counsel
Ohio
$20.6M -$332K -4,895 -2%
RCM
408
Rockshelter Capital Management
Pennsylvania
$20.6M -$464K -7,470 -2%
FNBOO
409
First National Bank of Omaha
Nebraska
$20.6M -$746K -12,008 -4%
DJSG
410
D.J. St. Germain
Massachusetts
$20.5M -$28.3K -455 -0.1%
AssetMark Inc
411
AssetMark Inc
California
$20.4M +$1.21M +19,521 +6%
MNA
412
Manning & Napier Advisors
New York
$20.4M +$935K +15,043 +5%
HIIFS
413
Harel Insurance Investments & Financial Services
Israel
$20.4M -$2.77M -44,610 -12%
JAFL
414
Jay A. Fishman Ltd
Michigan
$20.3M +$593K +9,540 +3%
CIP
415
Chartwell Investment Partners
Pennsylvania
$20.2M +$506K +8,135 +3%
BIP
416
Brandes Investment Partners
California
$20.2M -$1.33M -21,328 -6%
NEI
417
Northwest & Ethical Investments
Ontario, Canada
$20.1M – – –
NIM
418
Nexus Investment Management
Ontario, Canada
$20M +$41.9K +675 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
419
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20M -$2.19M -35,175 -10%
HIMC
420
Heritage Investors Management Corp
Maryland
$19.6M +$84.2K +1,355 +0.4%
DA
421
Denali Advisors
California
$19.5M +$7.59M +122,100 +63%
IEFM
422
IQ EQ Fund Management
Ireland
$19.5M -$2.1M -31,139 -10%
TAF
423
Tredje AP-fonden
Sweden
$19.4M -$2.56M -41,152 -12%
KRS
424
Kentucky Retirement Systems
Kentucky
$19.3M -$1.63M -26,237 -8%
Acadian Asset Management
425
Acadian Asset Management
Massachusetts
$19.3M +$7.19M +115,695 +59%
15 16
17
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