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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 %
EGM
1126
Espalier Global Management
New York
$2.11M -$998K -16,056 -32%
SFFS
1127
Stonehage Fleming Financial Services
Jersey
$2.1M +$1.35M +21,660 +178%
DWM
1128
Dorchester Wealth Management
Quebec, Canada
$2.08M +$74.2K +1,195 +4%
TCM
1129
Texan Capital Management
Texas
$2.08M +$2.08M +33,508 New
ST
1130
Somerset Trust
Pennsylvania
$2.08M +$3.42K +55 +0.2%
PG
1131
Patten Group
Tennessee
$2.07M -$76.1K -1,224 -4%
TWA
1132
TCI Wealth Advisors
Arizona
$2.07M +$1.74K +28 +0.1%
GA
1133
GFS Advisors
Texas
$2.06M -$718K -11,560 -26%
GD
1134
Grandfield & Dodd
New York
$2.06M – – –
HIC
1135
Harvey Investment Company
Kentucky
$2.06M – – –
JPC
1136
Jackson Park Capital
Utah
$2.05M -$1.49M -24,000 -42%
CIG
1137
Consolidated Investment Group
Colorado
$2.05M – – –
Arrowstreet Capital
1138
Arrowstreet Capital
Massachusetts
$2.04M +$2.04M +32,900 New
AC
1139
Addison Capital
Pennsylvania
$2.04M +$68.7K +1,105 +3%
EIM
1140
Essex Investment Management
Massachusetts
$2.04M +$2.04M +32,874 New
BA
1141
Birinyi Associates
Connecticut
$2.04M -$31.1K -500 -2%
SFSIG
1142
San Francisco Sentry Investment Group
California
$2.04M -$47.2K -759 -2%
AWM
1143
Altavista Wealth Management
North Carolina
$2.03M +$12.1K +194 +0.6%
SCM
1144
SOL Capital Management
Maryland
$2.03M -$112K -1,810 -5%
PNAA
1145
Pictet North America Advisors
Switzerland
$2.03M +$349K +5,616 +21%
WS
1146
Wedbush Securities
California
$2.02M +$88.9K +1,430 +5%
HCA
1147
Harbour Capital Advisors
Virginia
$2.01M -$17.5K -282 -0.9%
SM
1148
Salzhauer Michael
$2.01M – – –
CAM
1149
Chesapeake Asset Management
New York
$1.99M – – –
FA
1150
FCG Advisors
New Jersey
$1.96M +$156K +2,504 +9%
44 45
46
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