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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 %
SWP
776
Stratos Wealth Partners
Ohio
$5.69M +$1.4M +22,516 +33%
CAN
777
Cetera Advisor Networks
California
$5.67M -$1.48M -23,835 -21%
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.67M +$31.7K +510 +0.6%
FNFDCM
779
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.66M +$82.6K +1,330 +1%
EOJOAM
780
E. Ohman J:or Asset Management
Sweden
$5.65M +$404K +6,500 +8%
FAM
781
Fred Alger Management
New York
$5.64M +$849K +13,666 +18%
BC
782
Bartlett & Co
Ohio
$5.62M -$214K -3,446 -4%
AL
783
Aspiriant LLC
California
$5.61M +$903K +13,341 +19%
NPF
784
Norris Perne & French
Michigan
$5.59M -$305K -4,904 -5%
AF
785
Arrow Financial
New York
$5.58M -$108K -1,733 -2%
BTNA
786
Bremer Trust National Association
Minnesota
$5.58M -$94.4K -1,519 -2%
WBG
787
Wharton Business Group
Pennsylvania
$5.56M -$102K -1,639 -2%
AIM
788
Avity Investment Management
Connecticut
$5.55M -$857K -13,795 -13%
VWM
789
Venturi Wealth Management
Texas
$5.54M +$262K +4,220 +5%
PTC
790
Private Trust Company
Ohio
$5.51M +$216K +3,470 +4%
EWM
791
Evercore Wealth Management
New York
$5.47M +$144K +2,322 +3%
OSNBOA
792
Old Second National Bank of Aurora
Illinois
$5.46M +$17.1K +275 +0.3%
NCM
793
Narwhal Capital Management
Georgia
$5.45M – – –
CFA
794
Carroll Financial Associates
North Carolina
$5.44M -$56.2K -904 -1%
RIM
795
Regent Investment Management
Kentucky
$5.43M +$20.1K +324 +0.4%
LPC
796
Loeb Partners Corp
New York
$5.39M -$24.9K -400 -0.5%
HVIA
797
Hudson Valley Investment Advisors
New York
$5.37M +$94.1K +1,514 +2%
NEAM
798
New England Asset Management
Connecticut
$5.36M -$68.4K -1,100 -1%
FA
799
FDx Advisors
Illinois
$5.36M +$23.2K +373 +0.4%
BIM
800
Bridges Investment Management
Nebraska
$5.36M +$179K +2,877 +3%
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