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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 %
NCM
576
Noesis Capital Mangement
Florida
$10.4M +$29.6K +476 +0.3%
AAF
577
Andra AP-fonden
Sweden
$10.3M -$1.03M -16,500 -9%
ZA
578
Zweig Advisers
Connecticut
$10.3M -$832K -13,000 -7%
BT
579
Beacon Trust
New Jersey
$10.2M -$89.8K -1,445 -0.9%
HP
580
Hosking Partners
United Kingdom
$10.2M +$1.33M +21,398 +15%
Mariner
581
Mariner
Kansas
$10.2M +$1.23M +19,860 +14%
SI
582
Stephens Inc
Arkansas
$10.1M +$798K +12,849 +9%
CBB
583
Citizens Business Bank
California
$10.1M +$10.4K +168 +0.1%
Victory Capital Management
584
Victory Capital Management
Texas
$10.1M -$1.86M -29,974 -16%
LG
585
LaFleur & Godfrey
Michigan
$10.1M -$162K -2,600 -2%
CA
586
Cullinan Associates
Kentucky
$10.1M +$473K +7,610 +5%
QOP
587
Quinn Opportunity Partners
Virginia
$10.1M +$4.47M +72,000 +80%
BAM
588
Burnham Asset Management
New York
$10M +$5.42M +87,181 +118%
CCMG
589
Clark Capital Management Group
Pennsylvania
$9.98M -$1.53M -24,607 -13%
CC
590
Cadinha & Co
Hawaii
$9.97M -$2.46M -39,556 -20%
BPB
591
Badgley, Phelps & Bell
Washington
$9.9M +$150K +2,414 +2%
CAM
592
Cypress Asset Management
Texas
$9.86M -$513K -8,250 -5%
JPMIA
593
J.P. Marvel Investment Advisors
Massachusetts
$9.85M -$209K -3,369 -2%
DA
594
DSC Advisors
Illinois
$9.82M +$8.07M +129,873 +463%
CFM
595
Coronation Fund Managers
South Africa
$9.77M +$9.77M +157,242 New
SIP
596
Stoneridge Investment Partners
Pennsylvania
$9.77M -$1.29M -20,803 -12%
SAM
597
Strategy Asset Managers
California
$9.75M -$63.1K -1,016 -0.6%
BCM
598
Brookmont Capital Management
Texas
$9.73M -$1.4M -22,508 -13%
MERSOM
599
Municipal Employees' Retirement System of Michigan
Michigan
$9.72M +$1.74M +27,960 +22%
CCM
600
Cohen Capital Management
California
$9.72M – – –
22 23
24
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