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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 %
PL
851
Parkwood LLC
Ohio
$4.45M +$582K +9,359 +15%
GCM
852
Garland Capital Management
Washington
$4.43M -$28K -450 -0.6%
CCM
853
CWH Capital Management
Washington
$4.43M +$5.28K +85 +0.1%
BCP
854
Blue Chip Partners
Michigan
$4.41M +$88K +1,417 +2%
VV
855
Verity & Verity
South Carolina
$4.41M -$74.4K -1,197 -2%
SB
856
Simmons Bank
Arkansas
$4.37M -$19.5K -314 -0.4%
BHWM
857
Bar Harbor Wealth Management
New Hampshire
$4.36M +$71.5K +1,151 +2%
CC
858
Colrain Capital
Massachusetts
$4.35M -$945K -15,200 -18%
Carson Wealth (CWM LLC)
859
Carson Wealth (CWM LLC)
Nebraska
$4.35M +$808K +13,000 +23%
PIC
860
Portland Investment Counsel
Ontario, Canada
$4.35M +$2.91M +46,900 +203%
FA
861
Fagan Associates
New York
$4.34M +$23.9K +385 +0.6%
AWCI
862
Alpine Woods Capital Investors
New York
$4.33M -$839K -13,500 -16%
B
863
Bailard
California
$4.32M +$4.32M +69,496 New
FDCC
864
Foster Dykema Cabot & Co
Massachusetts
$4.32M -$395K -6,353 -8%
ST
865
Sentinel Trust
Texas
$4.31M -$145K -2,326 -3%
BCM
866
Bluefin Capital Management
New York
$4.26M +$2.55M +64,937 +149%
SHGA
867
Sand Hill Global Advisors
California
$4.25M +$13.9K +224 +0.3%
EFS
868
Essex Financial Services
Connecticut
$4.25M +$84.4K +1,358 +2%
CIA
869
Capital Investment Advisors
Georgia
$4.24M +$127K +2,040 +3%
ECM
870
Element Capital Management
New York
$4.23M +$331K +5,333 +8%
AIU
871
Algebris Investments (UK)
United Kingdom
$4.23M -$4.01M -64,500 -49%
GI
872
Gradient Investments
Minnesota
$4.23M +$427K +6,869 +11%
ACM
873
Alpha Capital Management
Texas
$4.21M -$63.4K -1,020 -1%
ISB
874
Iowa State Bank
Iowa
$4.21M +$31.1K +500 +0.7%
AA
875
Apriem Advisors
California
$4.2M +$79.1K +1,273 +2%
33 34
35
36 37