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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 %
Wells Fargo
26
Wells Fargo
California
$1.54B +$21.8M +350,583 +1%
LPU
27
Lansdowne Partners (UK)
United Kingdom
$1.46B +$24.4M +392,697 +2%
Primecap Management
28
Primecap Management
California
$1.34B +$62.1M +999,526 +5%
Deutsche Bank
29
Deutsche Bank
Germany
$1.24B +$135M +2,169,081 +12%
BIM
30
BlackRock Investment Management
Delaware
$1.12B -$17M -273,382 -1%
DSA
31
Davis Selected Advisers
Arizona
$1.1B +$8.28M +133,233 +0.8%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$1.08B -$81.5M -1,311,272 -7%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.08B +$38.4M +617,513 +4%
TCIM
34
TIAA CREF Investment Management
New York
$1.06B -$14.6M -235,559 -1%
Goldman Sachs
35
Goldman Sachs
New York
$1.04B -$132M -2,125,484 -11%
Capital International Investors
36
Capital International Investors
California
$909M +$78.8M +1,268,332 +9%
Fisher Asset Management
37
Fisher Asset Management
Washington
$872M -$236K -3,792 -0%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$871M -$83.1M -1,337,078 -9%
Eagle Capital Management (New York)
39
Eagle Capital Management (New York)
New York
$871M +$46M +740,432 +6%
LSV Asset Management
40
LSV Asset Management
Illinois
$868M -$16.8M -270,647 -2%
Allianz Asset Management
41
Allianz Asset Management
Germany
$826M -$87M -1,400,020 -10%
UBS AM
42
UBS AM
Illinois
$814M -$4.24M -68,246 -0.5%
AllianceBernstein
43
AllianceBernstein
Tennessee
$802M +$418K +6,719 +0.1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$799M -$72.4M -1,165,832 -8%
UBS Group
45
UBS Group
Switzerland
$742M +$21.2M +340,510 +3%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$738M -$16.3M -262,787 -2%
Charles Schwab
47
Charles Schwab
California
$731M -$25.9M -417,350 -3%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$719M +$8.98M +144,467 +1%
Prudential Financial
49
Prudential Financial
New Jersey
$696M +$36.7M +590,280 +6%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$682M +$654K +10,528 +0.1%
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