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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 %
NFA
801
Nuveen Fund Advisors
Illinois
$5.35M +$5.35M +86,113 New
HAG
802
HighPoint Advisor Group
Illinois
$5.34M +$1.92M +29,128 +56%
CCM
803
Compton Capital Management
Rhode Island
$5.33M -$74.8K -1,203 -1%
BAC
804
Boys Arnold & Co
North Carolina
$5.3M +$2.65M +42,606 +100%
OWD
805
Osborn Williams & Donohoe
Ohio
$5.3M +$21.4K +344 +0.4%
PAIM
806
Punch & Associates Investment Management
Minnesota
$5.29M +$70.2K +1,129 +1%
BO
807
BRR OpCo
Ohio
$5.25M -$22.4K -361 -0.4%
MSV
808
MN Services Vermogensbeheer
Netherlands
$5.21M +$49.7K +888 +1%
SAM
809
Security Asset Management
New York
$5.2M – – –
LAM
810
Lebenthal Asset Management
New York
$5.17M +$4.29M +69,031 +485%
DWA
811
Douglass Winthrop Advisors
New York
$5.17M +$427K +6,875 +9%
OC
812
Oakworth Capital
Alabama
$5.14M +$196K +3,004 +4%
WKWM
813
Walter & Keenan Wealth Management
Indiana
$5.12M +$10.6K +170 +0.2%
SFS
814
Strategic Financial Services
New York
$5.1M +$10.6K +165 +0.2%
MA
815
Montag & Associates
Georgia
$5.1M +$88.6K +1,425 +2%
GC
816
Gratus Capital
Georgia
$5.09M +$5.09M +81,889 New
AI
817
Ariel Investments
Illinois
$5.09M +$225K +3,622 +5%
AAM
818
AR Asset Management
California
$5.06M – – –
LTI
819
Laffer Tengler Investments
Tennessee
$5.05M +$2.84M +45,666 +128%
BOH
820
Bank of Hawaii
Hawaii
$5M -$449K -7,226 -8%
FG
821
Fiduciary Group
Georgia
$4.98M +$54.3K +874 +1%
MAM
822
Mizuho Asset Management
Japan
$4.97M +$1.62M +26,008 +48%
AC
823
Addenda Capital
Quebec, Canada
$4.95M +$86.4K +1,391 +2%
PIM
824
Perkins Investment Management
Illinois
$4.94M -$2.32M -37,326 -32%
FCT
825
Family Capital Trust
Massachusetts
$4.93M -$650K -10,462 -12%
31 32
33
34 35