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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 %
NSEDCP
651
NJ State Employees Deferred Compensation Plan
New Jersey
$8.39M – – –
CA
652
Callahan Advisors
Texas
$8.35M +$78.4K +1,261 +0.9%
RBA
653
Richard Bernstein Advisors
New York
$8.34M – – –
RW
654
Rand Wealth
Maryland
$8.34M +$105K +1,697 +1%
Jones Financial Companies
655
Jones Financial Companies
Missouri
$8.33M -$1.32M -21,302 -14%
LM
656
Lincluden Management
Ontario, Canada
$8.3M +$34.9K +562 +0.4%
GJL
657
Gendell Jeffrey L
$8.28M -$2.36M -38,000 -22%
PAM
658
Premier Asset Management
Illinois
$8.28M -$23.3K -375 -0.3%
KIA
659
KCM Investment Advisors
California
$8.25M -$236K -3,803 -3%
VW
660
Vantage Wealth
California
$8.25M +$207K +3,325 +3%
CB
661
Chemical Bank
Michigan
$8.25M -$417K -6,710 -5%
CRCM
662
Crystal Rock Capital Management
Illinois
$8.22M – – –
WA
663
Wasatch Advisors
Utah
$8.22M -$1.02M -16,347 -11%
FBC
664
Fairfield, Bush & Co
Connecticut
$8.22M -$99.5K -1,601 -1%
EGM
665
Engineers Gate Manager
New York
$8.18M +$1.18M +19,025 +17%
BIA
666
Biondo Investment Advisors
Pennsylvania
$8.08M +$69.2K +1,113 +0.9%
ACH
667
ArrowMark Colorado Holdings
Colorado
$8.08M +$932K +15,000 +13%
IMAS
668
ID Management A/S
Denmark
$8.02M – – –
AC
669
AFAM Capital
Texas
$7.97M -$56.9K -916 -0.7%
SIC
670
Salem Investment Counselors
North Carolina
$7.96M +$730K +11,755 +10%
KFC
671
Klingenstein Fields & Co
New York
$7.91M -$165K -2,651 -2%
SSB
672
Sandy Spring Bank
Maryland
$7.89M -$134K -2,147 -2%
SC
673
Skylands Capital
Wisconsin
$7.85M -$598K -9,700 -7%
BCMNY
674
Buckingham Capital Management (New York)
New York
$7.85M +$1.69M +27,216 +27%
SNT
675
Security National Trust
West Virginia
$7.83M -$3.66M -58,933 -32%
25 26
27
28 29