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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 %
IWM
1001
Integrated Wealth Management
California
$2.95M -$38.2K -615 -1%
UBWV
1002
United Bank (West Virginia)
West Virginia
$2.93M -$154K -2,480 -5%
CM
1003
Castleark Management
Illinois
$2.91M – – –
GJIC
1004
Gamble Jones Investment Counsel
California
$2.89M -$7.33K -118 -0.3%
MC
1005
Mathes Company
New York
$2.89M -$232K -3,735 -7%
ECM
1006
EagleClaw Capital Management
Massachusetts
$2.88M – – –
AMM
1007
American Money Management
California
$2.88M -$79.5K -1,279 -3%
PTC
1008
Philadelphia Trust Company
Pennsylvania
$2.88M -$13.1M -210,500 -82%
Fuller & Thaler Asset Management
1009
Fuller & Thaler Asset Management
California
$2.87M – – –
VST
1010
Van Strum & Towne
California
$2.86M -$32.4K -521 -1%
Twin Tree Management
1011
Twin Tree Management
Texas
$2.85M +$2.85M +45,800 New
DWT
1012
Dorsey & Whitney Trust
South Dakota
$2.84M +$340K +5,476 +14%
AB
1013
AT Bancorp
Iowa
$2.83M +$35.8K +576 +1%
IMOV
1014
Investment Management of Virginia
Virginia
$2.83M +$74.3K +1,195 +3%
WAM
1015
Wealthspire Advisors (Maryland)
Maryland
$2.82M -$34.4K -554 -1%
CA
1016
Cetera Advisors
Colorado
$2.82M +$28.8K +465 +1%
QI
1017
Quotient Investors
New York
$2.82M -$874K -14,073 -24%
CCP
1018
Cardan Capital Partners
Colorado
$2.8M -$23.6K -379 -0.8%
BONST
1019
Bank of Nova Scotia Trust
Ontario, Canada
$2.79M -$1.91M -30,676 -41%
SAM
1020
Sawgrass Asset Management
Florida
$2.78M -$39.5K -635 -1%
PPSG
1021
Princeton Portfolio Strategies Group
New Jersey
$2.77M +$73.2K +1,178 +3%
RMDI
1022
R.M. Davis Inc
Maine
$2.77M +$269K +4,335 +11%
ICOA
1023
Investment Centers of America
North Dakota
$2.77M -$115K -1,844 -4%
RMSCM
1024
R.M. Sincerbeaux Capital Management
New York
$2.76M – – –
NIS
1025
National Investment Services
Wisconsin
$2.75M -$111K -1,793 -4%
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