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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 %
PI
751
Pettee Investors
Connecticut
$6.13M – – –
VKH
752
Virtu KCG Holdings
New York
$6.13M +$1.04M +16,705 +20%
CWM
753
CIBC World Markets
New York
$6.09M +$6.09M +98,070 New
CNBT
754
Canandaigua National Bank & Trust
New York
$6.09M -$163K -2,629 -3%
FMII
755
Farmers & Merchants Investments Inc
Nebraska
$6.07M -$256K -4,114 -4%
BCM
756
Bourgeon Capital Management
Connecticut
$6.04M +$123K +1,973 +2%
CAM
757
Centre Asset Management
New York
$5.99M -$49.7K -800 -0.8%
BHIA
758
Birch Hill Investment Advisors
Massachusetts
$5.99M -$207K -3,333 -3%
CBOR
759
Community Bank of Raymore
Missouri
$5.97M – – –
CI
760
Capital International
California
$5.96M -$962K -15,488 -14%
AC
761
Alley Company
Illinois
$5.95M +$153K +2,455 +3%
RWA
762
Ropes Wealth Advisors
Massachusetts
$5.92M +$2.02M +32,576 +52%
FAM
763
Foresters Asset Management
Ontario, Canada
$5.9M +$5.9M +95,017 New
TBA
764
Tower Bridge Advisors
Pennsylvania
$5.86M -$273K -4,395 -4%
FNB
765
First Niagara Bank
New York
$5.86M +$13.4K +216 +0.2%
PFP
766
Pinnacle Financial Partners
Tennessee
$5.85M +$183K +2,861 +3%
BCMO
767
Buckingham Capital Management (Ohio)
Ohio
$5.83M +$415K +6,686 +8%
IA
768
Icon Advisers
Colorado
$5.81M -$2.42M -39,000 -29%
CTA
769
Chesley Taft & Associates
Illinois
$5.81M +$36K +580 +0.6%
EAM
770
EULAV Asset Management
Florida
$5.78M -$1.3M -21,000 -18%
CSUI
771
Cincinnati Specialty Underwriters Insurance
Ohio
$5.78M – – –
CCC
772
Cincinnati Casualty Company
Ohio
$5.78M – – –
TC
773
Trust Company
Kansas
$5.78M +$467K +7,520 +9%
LH
774
Lebenthal Holdings
New York
$5.77M +$1.35M +21,728 +31%
Westfield Capital Management
775
Westfield Capital Management
Massachusetts
$5.74M +$5.74M +92,300 New
29 30
31
32 33