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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 %
JIC
601
Johnson Investment Counsel
Ohio
$9.7M +$1.56M +25,062 +19%
CCA
602
Cobblestone Capital Advisors
New York
$9.7M +$9.51K +153 +0.1%
DCM
603
Destrier Capital Management
New York
$9.63M – – –
CIM
604
Contrarius Investment Management
Jersey
$9.57M -$1.89M -30,467 -17%
DBT
605
Dubuque Bank & Trust
Iowa
$9.54M +$1.07M +17,147 +13%
LMIM
606
Lockheed Martin Investment Management
Maryland
$9.53M +$3.2M +51,500 +51%
CCM
607
Channing Capital Management
Illinois
$9.52M +$1.85M +29,836 +24%
Jane Street
608
Jane Street
New York
$9.48M +$4.5M +72,458 +90%
NC
609
Northpointe Capital
Michigan
$9.45M +$2.22M +35,690 +31%
OAC
610
OMERS Administration Corp
Ontario, Canada
$9.32M +$9.32M +150,000 New
PCM
611
Parsons Capital Management
Rhode Island
$9.32M -$94.5K -1,521 -1%
V
612
Veritable
Delaware
$9.31M +$275K +4,426 +3%
HCMNY
613
Howard Capital Management (New York)
New York
$9.22M +$94.7K +1,524 +1%
Cambridge Investment Research Advisors
614
Cambridge Investment Research Advisors
Iowa
$9.18M +$328K +5,279 +4%
KRSITF
615
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.18M -$1.15M -18,436 -11%
IC
616
InterOcean Capital
Illinois
$9.12M +$1.33M +21,481 +17%
BOTW
617
Bank of the West
California
$9.09M -$439K -7,061 -5%
BAM
618
Baring Asset Management
United Kingdom
$9.05M +$1.66M +26,782 +23%
SLI
619
Sumitomo Life Insurance
Japan
$9.04M -$529K -8,506 -6%
RAM
620
Riggs Asset Management
Pennsylvania
$9.03M +$131K +2,102 +1%
DMIC
621
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.01M +$67.4K +1,084 +0.8%
WB
622
Webster Bank
Connecticut
$9M -$233K -3,753 -3%
MME
623
Meag Munich Ergo
Germany
$8.99M -$16.7M -269,509 -65%
PCM
624
Palisade Capital Management
New Jersey
$8.98M -$2.72M -43,726 -23%
EWM
625
Endurance Wealth Management
Rhode Island
$8.96M +$37.3K +600 +0.4%
23 24
25
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