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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 %
RCP
676
Rothschild Capital Partners
New York
$7.8M +$974K +15,670 +14%
CEI
677
Clark Estates Inc
New York
$7.8M -$746K -12,000 -9%
M
678
MOTCO
Texas
$7.8M +$258K +4,146 +3%
LIA
679
LS Investment Advisors
Michigan
$7.8M +$219K +3,532 +3%
PA
680
Profund Advisors
Maryland
$7.77M +$585K +9,411 +8%
JCM
681
JS Capital Management
New York
$7.77M -$932K -15,000 -11%
AF
682
Ally Financial
Michigan
$7.77M +$2.49M +40,000 +47%
CW
683
Cobiz Wealth
Colorado
$7.72M -$307K -4,948 -4%
CIA
684
Choate Investment Advisors
Massachusetts
$7.71M -$115K -1,846 -1%
CWM
685
Cabot Wealth Management
Massachusetts
$7.71M -$30.8K -495 -0.4%
AIP
686
Ameritas Investment Partners
Nebraska
$7.59M +$172K +2,762 +2%
MFS
687
MSI Financial Services
Massachusetts
$7.58M +$298K +4,792 +4%
CI
688
Conning Inc
Connecticut
$7.58M +$38.4K +630 +0.5%
1IA
689
1834 Investment Advisors
Wisconsin
$7.57M +$88.8K +1,429 +1%
AF
690
Alerus Financial
North Dakota
$7.53M +$7.53M +121,209 New
GCA
691
Guardian Capital Advisors
Ontario, Canada
$7.53M -$311K -5,265 -4%
CANC
692
Culbertson A N & Co
Virginia
$7.52M +$86.4K +1,390 +1%
KCM
693
Kanawha Capital Management
Virginia
$7.5M -$30.8K -496 -0.4%
PRA
694
Parametric Risk Advisors
Connecticut
$7.5M -$466K -7,500 -6%
WAM
695
Winslow Asset Management
Ohio
$7.5M -$240K -3,864 -3%
RL
696
Ruffer LLP
United Kingdom
$7.49M -$364K -5,848 -5%
PP
697
Patten & Patten
Tennessee
$7.48M -$5.59K -90 -0.1%
CIC
698
Carnegie Investment Counsel
Ohio
$7.45M +$1.77M +27,513 +31%
CF
699
CNA Financial
Illinois
$7.41M – – –
BBA
700
BLB&B Advisors
Pennsylvania
$7.38M +$88.2K +1,421 +1%
26 27
28
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