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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 %
BUB
551
BBVA USA Bancshares
Texas
$11.5M -$337K -5,426 -3%
TU
552
TDAM USA
Ontario, Canada
$11.4M -$1.46M -23,506 -11%
MG
553
Markel Group
Virginia
$11.4M – – –
PFC
554
Phocas Financial Corp
California
$11.3M -$194K -3,118 -2%
SCA
555
Stillwater Capital Advisors
Pennsylvania
$11.3M -$22.4K -360 -0.2%
ACM
556
Advisors Capital Management
New Jersey
$11.2M -$1M -16,145 -8%
AB
557
Amalgamated Bank
New York
$11.2M +$2.54M +38,796 +29%
QF
558
QVT Financial
New York
$11.2M -$2.91M -46,879 -21%
MAM
559
Majedie Asset Management
United Kingdom
$11.2M +$958K +15,409 +9%
NB
560
NBT Bank
New York
$11.1M -$42.6K -686 -0.4%
BCM
561
Buckhead Capital Management
Georgia
$11.1M -$23.7K -382 -0.2%
First Manhattan
562
First Manhattan
New York
$11.1M +$156K +2,518 +1%
TCM
563
Tufton Capital Management
Maryland
$11.1M -$360K -5,798 -3%
SCM
564
Shelton Capital Management
Colorado
$11M +$42.4K +682 +0.4%
FPCM
565
Financial Partners Capital Management
New York
$11M -$47.8K -770 -0.4%
AJ
566
Ashburton (Jersey)
Jersey
$10.9M -$1.17M -18,876 -10%
ACM
567
Azimuth Capital Management
Michigan
$10.9M +$302K +4,867 +3%
EA
568
Euclid Advisors
Connecticut
$10.8M +$1.25M +20,040 +13%
AP
569
Appleton Partners
Massachusetts
$10.6M +$144K +2,312 +1%
LPL Financial
570
LPL Financial
California
$10.6M -$50.6M -840,951 -83%
MI
571
Markston International
New York
$10.5M -$105K -1,687 -1%
AG
572
Advisor Group
Arizona
$10.5M +$10.5M +168,988 New
VC
573
Vestor Capital
Illinois
$10.5M -$89.5K -1,440 -0.8%
CW
574
Cabot-Wellington
Massachusetts
$10.4M -$119K -1,805 -1%
EGA
575
Eagle Global Advisors
Texas
$10.4M +$63.3K +1,018 +0.6%
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