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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 %
PAM
501
Private Asset Management
California
$14M -$5.97K -96 -0%
BAMF
502
BI Asset Management Fondsmaeglerselskab
Denmark
$13.9M -$26.2M -420,900 -65%
CCM
503
Cadence Capital Management
Massachusetts
$13.8M -$1.41M -22,689 -9%
B
504
Barings
North Carolina
$13.7M +$255K +4,100 +2%
KA
505
KLCM Advisors
Wisconsin
$13.7M +$100K +1,611 +0.7%
SCM
506
SKBA Capital Management
California
$13.6M -$24.9K -400 -0.2%
BCM
507
BTR Capital Management
California
$13.5M +$382K +6,155 +3%
GC
508
Guardian Capital
Ontario, Canada
$13.4M -$268K -4,313 -2%
WTC
509
WhitTier Trust Company
Nevada
$13.4M +$321K +5,169 +2%
AHB
510
Abner Herrman & Brock
New Jersey
$13.3M +$396K +6,354 +3%
JWM
511
Jacobus Wealth Management
Wisconsin
$13.3M -$679K -10,921 -5%
AAM
512
Advisors Asset Management
Colorado
$13.1M +$1.3M +20,891 +11%
ESBC
513
E.S. Barr & Co
Kentucky
$13.1M -$294K -4,724 -2%
ASA
514
Armstrong Shaw Associates
Connecticut
$13M -$10.3K -166 -0.1%
Daiwa Securities Group
515
Daiwa Securities Group
Japan
$13M -$5.03M -80,950 -28%
GLRA
516
Gerald L. Ray & Associates
Texas
$13M -$30.9K -498 -0.2%
Alyeska Investment Group
517
Alyeska Investment Group
Illinois
$12.8M -$48.9M -787,503 -79%
BCM
518
BlueCrest Capital Management
Jersey
$12.8M +$5.12M +82,414 +67%
CAM
519
Carret Asset Management
New York
$12.8M +$74.8K +1,203 +0.6%
MIM
520
Marco Investment Management
Georgia
$12.7M +$69K +1,110 +0.5%
FBP
521
Flippin Bruce & Porter
Virginia
$12.6M +$411K +6,614 +3%
FNBT
522
FineMark National Bank & Trust
Florida
$12.6M +$1.02M +16,448 +9%
BCAM
523
Boston Common Asset Management
Massachusetts
$12.6M -$70.2K -1,130 -0.6%
EWA
524
EP Wealth Advisors
California
$12.6M -$781K -12,576 -6%
DDPIC
525
Deroy & Devereaux Private Investment Counsel
Michigan
$12.5M +$291K +4,683 +2%
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