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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 %
HFS
626
Haverford Financial Services
Pennsylvania
$8.96M -$106K -1,704 -1%
CTC
627
Central Trust Company
Missouri
$8.94M +$596K +9,587 +7%
WAM
628
Wilsey Asset Management
California
$8.92M -$301K -4,836 -3%
MAM
629
Martingale Asset Management
Massachusetts
$8.91M -$6.85M -110,257 -43%
TIM
630
Thompson Investment Management
Wisconsin
$8.9M -$64.4K -1,036 -0.7%
SC
631
SouthState Corp
Florida
$8.87M +$1.97M +31,662 +28%
PAG
632
Private Advisor Group
New Jersey
$8.86M +$2.93M +48,657 +49%
AHC
633
Adell Harriman & Carpenter
Texas
$8.85M +$134K +2,152 +2%
CSC
634
Cove Street Capital
California
$8.84M -$99.4K -1,600 -1%
TYCC
635
Texas Yale Capital Corp
Florida
$8.81M +$373 +6 +0%
IA
636
IFP Advisors
Florida
$8.79M +$6.13M +98,678 +230%
JAM
637
JCIC Asset Management
Ontario, Canada
$8.79M -$551K -8,866 -6%
SBIA
638
Sheaff Brock Investment Advisors
Indiana
$8.78M -$624K -10,034 -7%
NLI
639
Nippon Life Insurance
Japan
$8.74M -$104K -1,670 -1%
DSI
640
Daiwa SB Investments
Japan
$8.68M -$2.64M -42,930 -23%
CCT
641
Chemung Canal Trust
New York
$8.64M -$154K -2,473 -2%
FAAS
642
First Allied Advisory Services
California
$8.63M -$163K -2,624 -2%
TAM
643
Tocqueville Asset Management
New York
$8.56M -$72.1K -1,160 -0.8%
FNT
644
First National Trust
Pennsylvania
$8.55M +$251K +4,043 +3%
CCFCSB
645
Cape Cod Five Cents Savings Bank
Massachusetts
$8.49M +$231K +3,714 +3%
PWM
646
Patriot Wealth Management
Texas
$8.49M +$179K +2,884 +2%
GW
647
GW & Wade
Massachusetts
$8.49M +$159K +2,552 +2%
RC
648
RBO & Co
California
$8.48M +$28K +451 +0.3%
FMBTD
649
First Midwest Bank Trust Division
Illinois
$8.46M +$724K +11,658 +9%
CIS
650
Connors Investor Services
Pennsylvania
$8.42M +$117K +1,890 +1%
24 25
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