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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
$3.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
Capital World Investors
California
$6.81B
4
State Street
State Street
Massachusetts
$9.36B
5
Harris Associates
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$668M +$4.86M +78,223 +0.7%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$663M +$752K +12,100 +0.1%
EVM
53
Eaton Vance Management
Massachusetts
$646M -$7.2M -115,912 -1%
AL
54
AJO LP
Pennsylvania
$644M -$11.1M -178,118 -2%
Capital Research Global Investors
55
Capital Research Global Investors
California
$636M -$2.88M -46,358 -0.5%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$603M +$164M +2,643,986 +37%
ClearBridge Investments
57
ClearBridge Investments
New York
$582M +$18.3M +293,741 +3%
PPA
58
Parametric Portfolio Associates
Washington
$575M +$12.2M +196,219 +2%
Sanders Capital
59
Sanders Capital
Florida
$572M -$480K -7,732 -0.1%
WRF
60
Waddell & Reed Financial
Kansas
$570M -$140M -2,246,306 -20%
Principal Financial Group
61
Principal Financial Group
Iowa
$567M +$38.2M +614,985 +7%
EA
62
Emerald Acquisition
Washington
$546M +$546M +8,797,214 New
PI
63
Putnam Investments
Massachusetts
$529M -$29.6M -476,169 -5%
BlackRock
64
BlackRock
New York
$522M +$30.7M +494,026 +6%
APG Asset Management
65
APG Asset Management
Netherlands
$521M -$27.1M -436,628 -5%
TIM
66
Thornburg Investment Management
New Mexico
$521M -$124M -1,987,916 -19%
American Century Companies
67
American Century Companies
Missouri
$512M -$28M -450,970 -5%
GA
68
Greenhaven Associates
New York
$504M -$53.6M -869,784 -10%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$494M -$9.82M -157,987 -2%
CS
70
Credit Suisse
Switzerland
$492M -$9.51M -153,006 -2%
PP
71
Prudential plc
United Kingdom
$492M +$12.8M +206,637 +3%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$479M +$189K +3,043 +0%
TA
73
Teachers Advisors
New York
$451M +$14.8M +238,419 +3%
Fidelity International
74
Fidelity International
Bermuda
$445M +$775K +12,472 +0.2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$441M -$5.86M -94,240 -1%
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