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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 %
FFBTD
701
First Financial Bank - Trust Division
Ohio
$7.38M +$205K +3,301 +3%
SSWM
702
Smith Salley Wealth Management
North Carolina
$7.37M +$578K +9,302 +9%
PG
703
PEAK6 Group
Illinois
$7.37M +$7.37M +118,589 New
TCOV
704
Trust Company of Vermont
Vermont
$7.33M -$73.4K -1,181 -1%
NRS
705
Neville Rodie & Shaw
New York
$7.32M -$121K -1,950 -2%
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$7.27M +$131K +2,106 +2%
FHA
707
First Horizon Advisors
Tennessee
$7.24M -$635K -10,216 -8%
FTC
708
Farmers Trust Company
Ohio
$7.24M -$10K -161 -0.1%
ECM
709
Exchange Capital Management
Michigan
$7.14M +$24.8K +399 +0.3%
MYAM
710
Meiji Yasuda Asset Management
Japan
$7.12M +$1.5M +24,191 +27%
JG
711
Jefferies Group
New York
$7.07M +$274K +4,412 +4%
DIA
712
Denver Investment Advisors
Colorado
$7M -$429K -6,901 -6%
CIS
713
Capital International Sarl
California
$6.98M -$771K -12,412 -10%
TB
714
Terril Brothers
Missouri
$6.98M -$34.2K -550 -0.5%
EML
715
Eos Management LP
New York
$6.97M – – –
SWM
716
SVA Wealth Management
Wisconsin
$6.97M +$33.2K +535 +0.5%
OCM
717
Oakwood Capital Management
California
$6.96M -$139K -2,235 -2%
TSW
718
Thompson Siegel & Walmsley
Virginia
$6.93M -$2.15M -34,626 -24%
AT
719
Argent Trust
Texas
$6.92M -$285K -4,589 -4%
SDJVC
720
St. Denis J. Villere & Co
Louisiana
$6.88M +$648K +10,430 +10%
1SB
721
1ST Source Bank
Indiana
$6.86M -$302K -4,853 -4%
BPM
722
Bowling Portfolio Management
Ohio
$6.86M +$66.3K +1,067 +1%
WF
723
WealthTrust Fairport
Ohio
$6.85M -$31.7K -510 -0.5%
AHC
724
Anderson Hoagland & Co
Missouri
$6.8M +$5.98K +97 +0.1%
FM
725
Foster & Motley
Ohio
$6.79M +$96.5K +1,553 +1%
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