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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 %
HBT
926
Hills Bank & Trust
Iowa
$3.56M +$96.5K +1,554 +3%
BIC
927
Bridges Investment Counsel
Nebraska
$3.56M +$140K +2,250 +4%
CBU
928
CIBC Bank USA
Illinois
$3.53M -$88.7K -1,427 -2%
CCMINC
929
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.52M -$7.15K -115 -0.2%
EGA
930
E&G Advisors
Texas
$3.52M +$65.3K +1,051 +2%
HAM
931
Highstreet Asset Management
Ontario, Canada
$3.5M -$235K -3,774 -6%
COI
932
Connable Office Inc
Michigan
$3.5M -$54.8K -882 -2%
ECM
933
ETrade Capital Management
Virginia
$3.49M -$117K -1,882 -3%
CBN
934
Cadence Bank NA
Texas
$3.49M +$354K +5,700 +11%
BPC
935
Banque Pictet & Cie
Switzerland
$3.47M +$349K +5,616 +11%
BCCM
936
Bridge Creek Capital Management
Massachusetts
$3.47M +$215K +3,453 +7%
MRCM
937
M&R Capital Management
New Jersey
$3.46M +$1.3M +20,944 +60%
LIM
938
Leavell Investment Management
Alabama
$3.45M +$60.1K +967 +2%
PCA
939
PL Capital Advisors
Florida
$3.45M – – –
DT
940
Diversified Trust
Tennessee
$3.45M -$1.25M -20,090 -27%
OMCS
941
Old Mutual Customised Solutions
South Africa
$3.44M +$6.22K +100 +0.2%
WSCM
942
Wellington Shields Capital Management
New York
$3.44M -$102K -1,648 -3%
BG
943
Bollard Group
Massachusetts
$3.4M +$14.2K +229 +0.4%
BFIM
944
Beese Fulmer Investment Management
Ohio
$3.39M -$102K -1,639 -3%
PTB
945
Pioneer Trust Bank
Oregon
$3.36M +$257K +4,135 +8%
SBL
946
Sargent Bickham Lagudis
Colorado
$3.36M -$5.72K -92 -0.2%
CAM
947
Congress Asset Management
Massachusetts
$3.36M +$98.9K +1,592 +3%
PFM
948
Premier Fund Managers
United Kingdom
$3.35M +$538K +8,800 +19%
BW
949
Bison Wealth
Georgia
$3.34M +$196K +3,183 +6%
MIFH
950
Migdal Insurance & Financial Holdings
Israel
$3.34M – – –
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