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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 %
TSWM
1076
Triangle Securities Wealth Management
North Carolina
$2.42M -$368K -5,916 -13%
BFO
1077
Boston Family Office
Massachusetts
$2.42M -$559K -9,000 -19%
BRWA
1078
B. Riley Wealth Advisors
Florida
$2.42M -$25.3K -509 -1%
HPCM
1079
High Pointe Capital Management
Illinois
$2.42M -$152K -2,450 -6%
PL
1080
Perpetual Ltd
Australia
$2.41M -$9.58M -154,249 -80%
CA
1081
CapWealth Advisors
Tennessee
$2.41M -$42.8K -689 -2%
DVM
1082
Dreman Value Management
Florida
$2.41M -$199K -3,197 -8%
BSWMG
1083
Barrington Strategic Wealth Management Group
Illinois
$2.4M -$40.7K -655 -2%
VWM
1084
Valley Wealth Managers
New Jersey
$2.38M +$829K +13,332 +53%
BKA
1085
Brick & Kyle Associates
Pennsylvania
$2.38M -$33.2K -534 -1%
CC
1086
Courier Capital
New York
$2.38M -$89.7K -1,443 -4%
MBA
1087
McQueen Ball & Associates
Pennsylvania
$2.37M +$15.2K +244 +0.6%
CAM
1088
Columbia Asset Management
Michigan
$2.36M +$97K +1,560 +4%
MBTD
1089
Mechanics Bank - Trust Department
California
$2.36M +$166K +2,671 +8%
AW
1090
ACG Wealth
Georgia
$2.35M +$29.3K +472 +1%
TBNY
1091
Trustco Bank (New York)
New York
$2.34M -$57.5K -925 -2%
LRPA
1092
L. Roy Papp & Associates
Arizona
$2.32M -$18.5K -298 -0.8%
OCM
1093
One Capital Management
California
$2.31M -$88.2K -1,420 -4%
SSI
1094
Scott & Selber Inc
Texas
$2.3M +$2.3M +37,056 New
HC
1095
Hendley & Co
Ohio
$2.3M +$21.5K +346 +0.9%
SCI
1096
S&CO Inc
Massachusetts
$2.29M +$167K +2,680 +8%
GIA
1097
Guyasuta Investment Advisors
Pennsylvania
$2.29M -$2.8K -45 -0.1%
MC
1098
Middleton & Co
Massachusetts
$2.29M -$6.21K -100 -0.3%
BSB
1099
Bangor Savings Bank
Maine
$2.26M +$16.7K +269 +0.7%
KIG
1100
Kessler Investment Group
Indiana
$2.26M +$139K +2,236 +7%
42 43
44
45 46