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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 %
ANRIA
1026
American National Registered Investment Advisor
Texas
$2.75M – – –
CSA
1027
Cottage Street Advisors
Massachusetts
$2.74M -$4.97K -80 -0.2%
HCA
1028
Horan Capital Advisors
Ohio
$2.74M +$30.1K +485 +1%
NJBEST
1029
New Jersey Better Educational Savings Trust
New Jersey
$2.73M – – –
WCP
1030
Welch Capital Partners
New York
$2.73M -$36.7K -590 -1%
HSA
1031
HBK Sorce Advisory
Pennsylvania
$2.73M +$525K +8,455 +24%
GWM
1032
Graybill Wealth Management
Illinois
$2.72M -$53.4K -860 -2%
OC
1033
Oarsman Capital
Wisconsin
$2.71M -$3.11K -50 -0.1%
AWP
1034
Ascent Wealth Partners
New York
$2.7M -$27.8K -448 -1%
MWAC
1035
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.69M +$135K +2,180 +5%
LPT
1036
Legacy Private Trust
Wisconsin
$2.68M -$791K -12,723 -23%
FMWA
1037
Forvis Mazars Wealth Advisors
Missouri
$2.68M +$30.9K +498 +1%
BCM
1038
Blume Capital Management
California
$2.68M +$33.3K +536 +1%
ITIM
1039
Indiana Trust & Investment Management
Indiana
$2.68M -$72.6K -1,169 -3%
PMG
1040
ProVise Management Group
Florida
$2.68M -$31.1K -500 -1%
TWM
1041
Torch Wealth Management
Ohio
$2.67M +$68.4K +1,101 +3%
SCM
1042
Schnieders Capital Management
California
$2.67M -$14K -225 -0.5%
MNBTD
1043
Moody National Bank Trust Division
Texas
$2.66M +$2.18K +35 +0.1%
ATC
1044
Argent Trust Co
Tennessee
$2.66M -$94.4K -1,519 -3%
IPC
1045
Independent Portfolio Consultants
Florida
$2.66M +$108K +1,745 +4%
MC
1046
Martin & Co
Tennessee
$2.65M -$122K -1,968 -4%
CCM
1047
Coldstream Capital Management
Washington
$2.65M -$511K -8,226 -16%
BCA
1048
Bray Capital Advisors
Florida
$2.64M +$317K +5,105 +14%
WPIC
1049
White Pine Investment Company
Michigan
$2.63M +$36.6K +589 +1%
ICOM
1050
Investment Counselors of Maryland
Maryland
$2.62M -$66.8K -1,075 -2%
40 41
42
43 44