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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
1
T. Rowe Price Associates
Maryland
$3.74B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
3
Capital World Investors
California
$6.81B
4
State Street
4
State Street
Massachusetts
$9.36B
5
Harris Associates
5
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
O
76
OppenheimerFunds
New York
$436M -$63.8M -1,026,400 -13%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$427M +$34.8M +560,719 +9%
Hotchkis & Wiley Capital Management
78
Hotchkis & Wiley Capital Management
California
$401M -$168M -2,707,474 -30%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$397M -$4.72M -76,027 -1%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$397M -$21.6M -347,218 -5%
MTB
81
Mizuho Trust & Banking
Japan
$387M +$7.24M +116,534 +2%
AIM
82
abrdn Investment Management
United Kingdom
$385M -$17.4M -279,909 -4%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$383M -$55.8M -897,216 -13%
GE
84
General Electric
Ohio
$372M -$21.7M -348,444 -6%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$350M +$538K +8,650 +0.2%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$349M +$21.3M +342,064 +6%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$344M +$30.1M +484,800 +10%
Pzena Investment Management
88
Pzena Investment Management
New York
$333M -$916K -14,742 -0.3%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$332M +$50.7M +816,664 +18%
Jennison Associates
90
Jennison Associates
New York
$329M -$21.1M -339,946 -6%
BJ
91
BlackRock Japan
Japan
$323M +$1.98M +31,883 +0.6%
Diamond Hill Capital Management
92
Diamond Hill Capital Management
Ohio
$313M -$2.63M -42,263 -0.8%
Fayez Sarofim & Co
93
Fayez Sarofim & Co
Texas
$311M +$2.8M +45,164 +0.9%
Canada Life
94
Canada Life
Manitoba, Canada
$300M +$32.6M +526,103 +12%
EIG
95
EdgePoint Investment Group
Ontario, Canada
$299M -$13.3M -213,413 -4%
WT
96
Wellcome Trust
United Kingdom
$292M – – –
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$284M -$7.77M -125,000 -3%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$277M -$10.9M -176,387 -4%
Swedbank
99
Swedbank
Sweden
$277M -$76M -1,222,579 -22%
ECU
100
Egerton Capital (UK)
United Kingdom
$275M +$59.3M +954,672 +28%
2 3
4
5 6