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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 %
CIM
1101
CIM Investment Management
Pennsylvania
$2.25M -$103K -1,660 -4%
MIH
1102
Madison Investment Holdings
Wisconsin
$2.25M +$555K +8,929 +33%
WIC
1103
Woodmont Investment Counsel
Tennessee
$2.24M +$26.8K +432 +1%
SIMM
1104
Stillwater Investment Management (Minnesota)
Minnesota
$2.24M -$14.5K -234 -0.6%
GP
1105
Girard Partners
Pennsylvania
$2.22M +$340K +5,475 +18%
GWM
1106
Geneos Wealth Management
Colorado
$2.21M +$51.7K +844 +2%
BB
1107
Bell Bank
North Dakota
$2.21M +$94.4K +1,520 +4%
NPT
1108
Nixon Peabody Trust
Massachusetts
$2.2M -$13.7K -220 -0.6%
LJAC
1109
L.J. Altfest & Co
New York
$2.2M +$195K +3,140 +10%
TIA
1110
Tiemann Investment Advisors
California
$2.19M -$38K -611 -2%
IC
1111
Investment Counsel
Michigan
$2.19M +$219K +3,528 +11%
HIH
1112
HRS Investment Holdings
New York
$2.18M -$466K -7,500 -18%
FFA
1113
Fragasso Financial Advisors
Pennsylvania
$2.18M +$11.7K +189 +0.5%
BC
1114
Burney Company
Virginia
$2.17M +$611K +9,826 +39%
SWM
1115
Stockman Wealth Management
Montana
$2.17M +$47K +757 +2%
CNFG
1116
Creegan & Nassoura Financial Group
New Hampshire
$2.15M +$124 +2 +0%
RG
1117
Renaissance Group
Kentucky
$2.15M +$2.15M +34,588 New
CL
1118
CPWM LLC
Washington
$2.14M -$56.9K -1,235 -3%
DBIA
1119
Dumont & Blake Investment Advisors
New Jersey
$2.14M -$46K -740 -2%
FCH
1120
Freestone Capital Holdings
Washington
$2.14M -$2.67K -43 -0.1%
CFMC
1121
Curbstone Financial Management Corp
New Hampshire
$2.13M +$12.4K +200 +0.6%
IAMOG
1122
Investors Asset Management of Georgia
Georgia
$2.13M – – –
HIM
1123
Hutchens Investment Management
New Hampshire
$2.12M +$755K +12,152 +55%
CCA
1124
Checchi Capital Advisers
California
$2.12M -$95.8K -1,542 -4%
UR
1125
USCA RIA
Texas
$2.12M +$262K +4,209 +14%
43 44
45
46 47