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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 %
CIP
526
Convergence Investment Partners
Florida
$12.5M -$3.52M -56,566 -22%
CL
527
Chubb Ltd
Switzerland
$12.4M – – –
PWP
528
Private Wealth Partners
California
$12.2M -$771K -12,400 -6%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$12.2M +$290K +4,669 +2%
CONA
530
Capital One National Association
New York
$12.2M +$28.7K +462 +0.2%
FTIOP
531
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.1M -$61.8K -994 -0.5%
OAM
532
Origin Asset Management
United Kingdom
$12.1M +$3.53M +56,800 +41%
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$12M +$283K +4,558 +2%
BB
534
Busey Bank
Illinois
$12M +$1.52M +24,539 +15%
AAIM
535
American Assets Investment Management
California
$12M +$623K +10,030 +5%
YP
536
Yellowstone Partners
Idaho
$12M -$192K -3,096 -2%
11A
537
10-15 Associates
New York
$12M +$679K +10,921 +6%
APFBOT
538
Amica Pension Fund Board of Trustees
Rhode Island
$11.9M – – –
MAM
539
Meeder Asset Management
Ohio
$11.9M -$567K -9,126 -5%
CCM
540
Covington Capital Management
California
$11.9M +$293K +4,707 +3%
GLA
541
Great Lakes Advisors
Illinois
$11.8M -$1.1M -17,726 -9%
WAMC
542
Western Asset Management Company
California
$11.8M -$8.08M -130,000 -41%
RIM
543
Ranger International Management
Illinois
$11.8M +$11.8M +189,700 New
TAM
544
Taurus Asset Management
New York
$11.8M -$113K -1,825 -1%
HIM
545
Hermes Investment Management
United Kingdom
$11.7M +$789K +12,700 +7%
Toronto Dominion Bank
546
Toronto Dominion Bank
Ontario, Canada
$11.6M -$616K -9,874 -5%
BFS
547
Baskin Financial Services
Ontario, Canada
$11.6M +$48.1K +774 +0.4%
LBC
548
Lowe Brockenbrough & Co
Virginia
$11.6M +$139K +2,232 +1%
HEIP
549
Hudson Edge Investment Partners
New Jersey
$11.5M -$876K -14,100 -7%
GMI
550
Greystone Managed Investments
Saskatchewan, Canada
$11.5M -$779K -12,541 -6%
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