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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 %
DC
451
Deere & Company
Illinois
$17.6M -$82K -1,320 -0.5%
BIC
452
Beach Investment Counsel
Pennsylvania
$17.5M -$9.33M -150,177 -35%
MPI
453
Mairs & Power Inc
Minnesota
$17.5M +$133K +2,143 +0.8%
BTS
454
BB&T Securities
Virginia
$17.4M +$168K +2,707 +1%
AMI
455
Amica Mutual Insurance
Rhode Island
$17.3M – – –
CCP
456
Clough Capital Partners
Massachusetts
$17.3M -$1.9M -30,500 -10%
Artisan Partners
457
Artisan Partners
Wisconsin
$17.1M -$2.24M -36,052 -12%
RMA
458
Roffman Miller Associates
Pennsylvania
$16.8M +$1.04M +16,813 +7%
CPSAC
459
Chas P. Smith & Associates (CPS)
Florida
$16.8M +$949K +15,279 +6%
ONB
460
Old National Bancorp
Indiana
$16.8M -$96.3K -1,549 -0.6%
MCM
461
MAI Capital Management
Ohio
$16.7M -$1.18M -18,956 -7%
FCI
462
Financial Counselors Inc
Kansas
$16.7M +$578K +9,303 +4%
CSIC
463
Clifford Swan Investment Counsel
California
$16.6M -$394K -6,348 -2%
WIC
464
Willis Investment Counsel
Georgia
$16.6M -$18.6K -300 -0.1%
NP
465
NS Partners
United Kingdom
$16.5M +$1.59M +25,603 +11%
SAM
466
Silvercrest Asset Management
New York
$16.5M -$215K -3,455 -1%
FBNAT
467
FirstMerit Bank N.A. Trustee
Ohio
$16.5M -$341K -5,492 -2%
RIL
468
Rothschild Investment LLC
Illinois
$16.5M +$41.4K +667 +0.3%
NSIM
469
North Star Investment Management
Illinois
$16.5M +$140K +2,256 +0.9%
FBA
470
Front Barnett Associates
Illinois
$16.4M -$113K -1,821 -0.7%
RJT
471
Raymond James Trust
Florida
$16.4M +$665K +10,699 +4%
KWILP
472
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.3M +$3.68M +59,298 +29%
CFB
473
Cullen/Frost Bankers
Texas
$16.3M -$164K -2,635 -1%
MCTIC
474
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$16.3M +$312K +5,025 +2%
FWIA
475
Fort Washington Investment Advisors
Ohio
$16.2M -$107K -1,721 -0.7%
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