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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 %
FMT
976
First Mercantile Trust
Tennessee
$3.09M -$1.03M -16,642 -25%
BAS
977
Brown Advisory Securities
Maryland
$3.09M -$808 -13 -0%
CNC
978
Citizens & Northern Corp
Pennsylvania
$3.09M +$22.5K +362 +0.7%
FAB
979
First American Bank
Illinois
$3.08M +$757K +12,187 +33%
LA
980
LVW Advisors
New York
$3.08M -$850K -13,677 -22%
SG
981
Swarthmore Group
Pennsylvania
$3.08M -$20.2M -325,325 -87%
SACTSONJ
982
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.08M – – –
P
983
Pitcairn
Pennsylvania
$3.08M +$402K +6,473 +15%
SFA
984
Sequoia Financial Advisors
Ohio
$3.07M +$384K +6,179 +14%
PP
985
Paloma Partners
Connecticut
$3.07M -$7.86M -126,449 -72%
SI
986
SII Investments
Wisconsin
$3.07M +$1.02M +16,351 +50%
EM
987
Excalibur Management
Massachusetts
$3.04M +$13.7K +220 +0.5%
ED
988
Exane Derivatives
France
$3.03M -$1.36M -21,921 -31%
MCM
989
Mengis Capital Management
Oregon
$3.03M +$3.11K +50 +0.1%
PAM
990
Princeton Alpha Management
New Jersey
$3.03M +$3.03M +48,741 New
ACP
991
Aviance Capital Partners
Florida
$3.02M -$93.7K -1,508 -3%
CAL
992
Capital Analysts LLC
Pennsylvania
$3M -$10.8K -173 -0.4%
HW
993
Hancock Whitney
Mississippi
$3M -$27.5K -442 -0.9%
MMG
994
Monetary Management Group
Missouri
$3M +$909K +14,620 +44%
BWAM
995
Boyd Watterson Asset Management
Ohio
$2.99M -$435K -7,004 -13%
RCAG
996
Rehmann Capital Advisory Group
Michigan
$2.98M +$160K +2,574 +6%
ACM
997
Argyle Capital Management
Pennsylvania
$2.98M +$118K +1,900 +4%
WC
998
Woodstock Corp
Massachusetts
$2.97M +$55.9K +900 +2%
HA
999
Halsey Associates
Connecticut
$2.96M -$3.73K -60 -0.1%
DPIM
1000
Duff & Phelps Investment Management
Illinois
$2.95M -$87K -1,400 -3%
38 39
40
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