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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 %
Pacer Advisors
826
Pacer Advisors
Pennsylvania
$4.92M +$423K +6,803 +9%
AA
827
Ancora Advisors
Ohio
$4.88M +$44.1K +709 +0.9%
CWM
828
Concert Wealth Management
California
$4.83M +$342K +5,518 +8%
MCMT
829
Moon Capital Management (Tennessee)
Tennessee
$4.82M -$35.2K -566 -0.7%
NIP
830
Nicholas Investment Partners
California
$4.79M +$3.53M +56,859 +282%
DLG
831
Daniel L. Goodwin
$4.76M – – –
LD
832
Lipe & Dalton
New York
$4.76M -$63.1K -1,015 -1%
ANBT
833
American National Bank & Trust
Texas
$4.72M +$4.66K +75 +0.1%
EVM
834
Evelyn V. Moreno
$4.7M – – –
WRM
835
Westport Resources Management
Connecticut
$4.69M -$308K -4,961 -6%
RJA
836
Robshaw & Julian Associates
New York
$4.67M -$527K -8,480 -10%
BWM
837
Braver Wealth Management
Massachusetts
$4.62M +$1.9M +30,520 +70%
D.E. Shaw & Co
838
D.E. Shaw & Co
New York
$4.62M +$2.68M +43,117 +138%
BAM
839
Boyar Asset Management
New York
$4.61M -$65.7K -1,057 -1%
PP
840
Pegasus Partners
Wisconsin
$4.58M +$290K +4,660 +7%
TCA
841
Teewinot Capital Advisers
New York
$4.58M +$4.09M +65,747 +829%
CTA
842
Colonial Trust Advisors
South Carolina
$4.57M +$14.2K +228 +0.3%
MSR
843
Main Street Research
Connecticut
$4.56M +$74.1K +1,193 +2%
SIC
844
Sigma Investment Counselors
Michigan
$4.55M -$3.54K -57 -0.1%
CIM
845
CenturyLink Investment Management
Colorado
$4.54M – – –
KJHP
846
K.J. Harrison & Partners
Ontario, Canada
$4.51M +$553K +8,900 +14%
BHB
847
Bank Hapoalim BM
Israel
$4.5M +$513K +8,251 +13%
DLCIG
848
D.L. Carlson Investment Group
New Hampshire
$4.49M +$392K +6,305 +10%
PVH
849
Psagot Value Holdings
Israel
$4.47M -$2.94M -47,380 -40%
AL
850
Agran Libbie
California
$4.46M +$229K +3,687 +5%
32 33
34
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