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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 %
NCM
876
Nelson Capital Management
California
$4.19M +$684 +11 +0%
JWBC
877
J.W. Burns & Co
New York
$4.18M +$444K +7,141 +12%
SAM
878
Selway Asset Management
$4.17M – – –
BOC
879
Barbara Oil Co
Illinois
$4.16M – – –
WTB
880
Washington Trust Bank
Washington
$4.15M +$102K +1,637 +3%
RIA
881
RPG Investment Advisory
California
$4.14M +$4.14M +66,750 New
PGIM
882
Pacific Global Investment Management
California
$4.11M -$88.5K -1,424 -2%
III
883
Independent Investors Inc
New York
$4.09M – – –
MC
884
MRJ Capital
New York
$4.08M -$71.7K -1,154 -2%
MC
885
Moors & Cabot
Massachusetts
$4.06M -$28.5K -460 -0.7%
Simplex Trading
886
Simplex Trading
Illinois
$4.01M +$3.21M +51,601 +398%
BAAM
887
Baker Avenue Asset Management
California
$3.94M -$481K -7,749 -11%
SIA
888
SeaBridge Investment Advisors
New Jersey
$3.94M -$96.6K -1,555 -2%
SGCA
889
Steel Grove Capital Advisors
Tennessee
$3.94M – – –
FANJ
890
Financial Architects (New Jersey)
New Jersey
$3.93M +$3.01M +48,482 +330%
I
891
IberiaBank
Louisiana
$3.92M +$211K +3,392 +6%
JAM
892
Jolley Asset Management
North Carolina
$3.91M -$7.15K -115 -0.2%
DP
893
Dearborn Partners
Illinois
$3.9M -$5.16K -83 -0.1%
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.9M -$4.41K -71 -0.1%
DCM
895
Delta Capital Management
New Jersey
$3.88M -$531K -8,545 -12%
SCA
896
Stieven Capital Advisors
Missouri
$3.87M -$31.1K -500 -0.8%
ANTB
897
AMG National Trust Bank
Colorado
$3.87M +$9.01K +145 +0.2%
SCM
898
Sterneck Capital Management
Missouri
$3.83M +$143K +2,305 +4%
UF
899
Univest Financial
Pennsylvania
$3.78M -$95.3K -1,534 -2%
CT
900
Chicago Trust
Illinois
$3.77M -$169K -2,716 -4%
34 35
36
37 38