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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 %
PAM
901
Peak Asset Management
Colorado
$3.76M +$194K +3,129 +5%
AIC
902
Argus Investors Counsel
New York
$3.75M -$205K -3,300 -5%
TF
903
Tompkins Financial
New York
$3.74M -$73.6K -1,185 -2%
CFC
904
Cincinnati Financial Corp
Ohio
$3.73M – – –
RAM
905
Redmond Asset Management
Virginia
$3.71M +$26.5K +426 +0.7%
CWM
906
Catamount Wealth Management
Connecticut
$3.71M +$179K +2,873 +5%
W
907
Wealthfront
California
$3.7M +$967K +15,563 +35%
FB
908
Fulton Bank
Pennsylvania
$3.69M -$105K -1,697 -3%
FLPIM
909
F.L. Putnam Investment Management
Massachusetts
$3.69M +$328K +5,287 +10%
AP
910
Advisor Partners
California
$3.67M +$233K +3,752 +7%
CB
911
Community Bank
New York
$3.67M -$7.46K -120 -0.2%
SC
912
Schulhoff & Co
Ohio
$3.67M +$7.15K +115 +0.2%
NCMW
913
Northern Capital Management (Wisconsin)
Wisconsin
$3.67M -$10.3K -165 -0.3%
TCOT
914
Trust Company of Toledo
Ohio
$3.64M +$127K +2,047 +4%
LW
915
Linscomb Wealth
Texas
$3.63M -$92.8K -1,494 -2%
CFA
916
Capstone Financial Advisors
Illinois
$3.62M -$84.6K -1,361 -2%
GCA
917
Greenwood Capital Associates
South Carolina
$3.61M -$86.2K -1,387 -2%
KCMRT
918
Kemper Corp Master Retirement Trust
Illinois
$3.6M – – –
ECM
919
Everence Capital Management
Indiana
$3.6M – – –
IFAM
920
Institutional & Family Asset Management
Colorado
$3.6M +$521K +8,389 +17%
GP
921
Geneva Partners
Wisconsin
$3.59M +$3.59M +39,325 New
NI
922
Numeric Investors
Massachusetts
$3.59M -$963K -15,500 -21%
UFG
923
United Fire Group
Iowa
$3.59M – – –
CHAM
924
Clear Harbor Asset Management
Connecticut
$3.59M +$334K +5,373 +10%
HFM
925
Hartford Financial Management
Connecticut
$3.57M -$29.5K -475 -0.8%
35 36
37
38 39