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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 %
AR
951
Advisory Research
Illinois
$3.33M -$2.99M -48,191 -47%
AIA
952
AGF Investments America
Ontario, Canada
$3.32M +$3.32M +53,382 New
FMC
953
First Merchants Corp
Indiana
$3.31M +$31.6K +508 +1%
PIM
954
Penobscot Investment Management
Massachusetts
$3.31M +$162K +2,600 +5%
ARTA
955
A.R.T. Advisors
New York
$3.31M +$3.31M +53,224 New
TP
956
Truvvo Partners
New York
$3.3M +$827K +13,312 +33%
LGC
957
Laurel Grove Capital
California
$3.3M -$65.3K -1,050 -2%
SCM
958
Stonebridge Capital Management
California
$3.3M -$55.9K -900 -2%
YIA
959
YHB Investment Advisors
Connecticut
$3.27M +$1.17M +18,763 +55%
MLIM
960
Mountain Lake Investment Management
Florida
$3.26M +$348K +5,600 +12%
BBHC
961
Brown Brothers Harriman & Co
New York
$3.26M +$130K +2,093 +4%
LNC
962
Lincoln National Corp
Pennsylvania
$3.24M +$382K +6,146 +13%
LNWWM
963
Laird Norton Wetherby Wealth Management
California
$3.22M +$112K +1,808 +4%
RC
964
Roundview Capital
New Jersey
$3.18M +$3.11K +50 +0.1%
MIM
965
Midwest Investment Management
Ohio
$3.18M +$14.1K +227 +0.4%
TRCT
966
Tower Research Capital (TRC)
New York
$3.18M +$2.63M +42,283 +475%
NMIFOAC
967
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.18M – – –
PL
968
Parthenon LLC
Kentucky
$3.17M – – –
IB
969
Intrust Bank
Kansas
$3.17M -$60K -966 -2%
CT
970
Cambridge Trust
Massachusetts
$3.17M +$30.4K +490 +1%
QCI
971
Quaker Capital Investments
Pennsylvania
$3.16M -$7.54M -121,405 -70%
CII
972
Capital International Inc
California
$3.12M -$977K -15,730 -24%
GIA
973
GHP Investment Advisors
Colorado
$3.1M +$184K +2,959 +6%
PCA
974
Personal Capital Advisors
California
$3.1M +$631K +10,153 +26%
WAS
975
WESPAC Advisors SoCal
California
$3.09M -$76.1K -1,225 -2%
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