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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 %
AFG
426
American Financial Group
Ohio
$19.3M – – –
HHC
427
Hutchin Hill Capital
New York
$19.3M +$19.3M +310,000 New
WI
428
Wafra Inc
New York
$19.2M +$9.44M +151,911 +97%
MC
429
Martin Currie
United Kingdom
$19.2M -$2.49M -40,051 -11%
DGHMC
430
Dalton, Greiner, Hartman, Maher & Co
New York
$19.1M -$1.59M -25,634 -8%
ZIC
431
ZWJ Investment Counsel
Georgia
$19.1M +$980K +15,767 +5%
Citadel Advisors
432
Citadel Advisors
Florida
$18.9M +$4.44M +71,469 +31%
NMIMC
433
Northwestern Mutual Investment Management Company
Wisconsin
$18.8M +$5.14M +82,646 +38%
BSA
434
Braun Stacey Associates
New York
$18.8M +$59.1K +951 +0.3%
Robeco Institutional Asset Management
435
Robeco Institutional Asset Management
Netherlands
$18.7M +$1.23M +19,830 +7%
HI
436
Honeywell International
North Carolina
$18.6M -$932K -15,000 -5%
OI
437
Oakbrook Investments
Illinois
$18.6M +$3.36M +54,000 +22%
BF
438
BOK Financial
Oklahoma
$18.5M -$1.5M -24,165 -7%
FT
439
Fiduciary Trust
Massachusetts
$18.4M -$481K -7,740 -3%
GKIM
440
GW&K Investment Management
Massachusetts
$18.2M +$964K +15,513 +6%
CNAM
441
Campbell Newman Asset Management
Wisconsin
$18.2M +$1.72M +27,615 +10%
COPPSERS
442
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.2M +$1.27M +20,416 +7%
Mirae Asset Global Investments
443
Mirae Asset Global Investments
South Korea
$18.2M -$2.83M -45,599 -13%
KB
444
Kimelman & Baird
New York
$18.1M -$258K -4,144 -1%
SF
445
Synovus Financial
Georgia
$18.1M +$279K +4,493 +2%
SIM
446
Sentry Investment Management
Wisconsin
$17.9M – – –
DCM
447
Donaldson Capital Management
Indiana
$17.8M -$1.9M -30,534 -10%
GAI
448
General American Investors
New York
$17.7M – – –
FMW
449
Farr Miller & Washington
District of Columbia
$17.6M +$316K +5,081 +2%
DIA
450
Davidson Investment Advisors
Montana
$17.6M +$349K +5,616 +2%
16 17
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