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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 %
QAM
476
QCI Asset Management
New York
$16.1M +$126K +2,030 +0.8%
SBCM
477
Schwerin Boyle Capital Management
Massachusetts
$16.1M -$202K -3,250 -1%
Truist Financial
478
Truist Financial
North Carolina
$15.8M +$5.04M +81,111 +47%
LMGAM
479
Liberty Mutual Group Asset Management
Massachusetts
$15.8M +$1.02M +16,436 +7%
OPCM
480
Osborne Partners Capital Management
California
$15.6M -$419K -6,750 -3%
GL
481
GLG LLC
New York
$15.6M -$6.99M -112,533 -31%
ABTD
482
Arvest Bank Trust Division
Oklahoma
$15.6M +$173K +2,776 +1%
DAM
483
Davis Asset Management
California
$15.5M -$6.15M -99,000 -28%
MP
484
MSD Partners
New York
$15.5M – – –
BFM
485
Boston Financial Management
Massachusetts
$15.5M +$8.71M +140,086 +128%
MC
486
MIG Capital
California
$15.3M -$2.55M -41,053 -14%
JIM
487
Jupiter Investment Management
United Kingdom
$15.2M +$6.15M +98,926 +68%
JCM
488
Janney Capital Management
Pennsylvania
$15.2M +$17.9K +288 +0.1%
CG
489
Colony Group
Massachusetts
$15.1M -$87.3K -1,405 -0.6%
TCM
490
Twin Capital Management
Pennsylvania
$15.1M +$1.72M +27,600 +13%
LSERS
491
Louisiana State Employees Retirement System
Louisiana
$14.9M -$348K -5,600 -2%
MSDF
492
Michael & Susan Dell Foundation
New York
$14.8M – – –
AC
493
Alexandria Capital
Virginia
$14.8M +$73.5K +1,183 +0.5%
LTFS
494
Ladenburg Thalmann Financial Services
Florida
$14.7M -$196K -3,163 -1%
FIB
495
First Interstate Bank
Montana
$14.6M +$80.5K +1,296 +0.6%
IG
496
ING Group
Netherlands
$14.3M +$5.76M +92,641 +67%
CS
497
Central Securities
New York
$14.3M – – –
CHA
498
Cedar Hill Associates
Illinois
$14.3M +$3.6K +58 +0%
SRC
499
Shufro Rose & Co
New York
$14.3M -$165K -2,656 -1%
CFG
500
Citizens Financial Group
Rhode Island
$14M -$445K -7,165 -3%
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