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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 %
SCA
726
Stonebridge Capital Advisors
Minnesota
$6.78M +$246K +3,954 +4%
CWM
727
Calamos Wealth Management
Illinois
$6.78M +$304K +4,887 +5%
NB
728
Norinchukin Bank
Japan
$6.75M +$868K +13,970 +15%
BSPF
729
British Steel Pension Fund
United Kingdom
$6.61M -$5M -80,542 -43%
PCM
730
Palouse Capital Management
Washington
$6.58M -$217K -3,488 -3%
TMAM
731
Tokio Marine Asset Management
Japan
$6.57M -$519K -8,345 -7%
DG
732
Davidson & Garrard
Virginia
$6.52M +$112K +1,804 +2%
ERIM
733
Eagle Ridge Investment Management
Connecticut
$6.44M -$59.7K -961 -0.9%
IFB
734
iAB Financial Bank
Indiana
$6.42M -$148K -2,380 -2%
BC
735
Brookfield Corp
Ontario, Canada
$6.42M – – –
HRC
736
Hoertkorn Richard Charles
$6.41M -$24.9K -400 -0.4%
DY
737
Dowling & Yahnke
California
$6.37M +$74.1K +1,192 +1%
SGK
738
Steigerwald Gordon & Koch
Virginia
$6.37M +$1.49M +24,263 +30%
OMC
739
Overbrook Management Corp
New York
$6.37M -$157K -2,530 -2%
TCM
740
Tradition Capital Management
New Jersey
$6.36M -$1.18M -18,911 -16%
MYLI
741
Meiji Yasuda Life Insurance
Japan
$6.34M +$226K +3,640 +4%
BCM
742
BTC Capital Management
Iowa
$6.26M +$81.7K +1,317 +1%
CA
743
Continental Advisors
Utah
$6.25M – – –
CC
744
ClearArc Capital
Ohio
$6.25M +$286K +4,603 +5%
GIM
745
Grassi Investment Management
California
$6.22M -$45K -724 -0.7%
JC
746
JBF Capital
Colorado
$6.21M – – –
EWM
747
Edge Wealth Management
New York
$6.19M +$389K +6,276 +7%
FAT
748
First American Trust
California
$6.18M -$214K -3,444 -3%
MCM
749
Murphy Capital Management
New Jersey
$6.18M +$140K +2,248 +2%
LIC
750
Lodestar Investment Counsel
Illinois
$6.13M +$1.54M +24,736 +33%
28 29
30
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