JPM icon

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 %
CL
1151
CSS LLC
Illinois
$1.96M – – –
PAM
1152
PT Asset Management
Illinois
$1.95M +$1.79M +28,800 +1,108%
CCM
1153
Coe Capital Management
Illinois
$1.94M – – –
WOC
1154
West Oak Capital
California
$1.94M -$36.7K -590 -2%
PCMM
1155
Private Capital Management (Minnesota)
Minnesota
$1.93M -$146K -2,350 -7%
AGI
1156
Athena Global Investors
Virginia
$1.92M -$1.87M -30,043 -49%
FAM
1157
Fortaleza Asset Management
Illinois
$1.92M -$567K -9,130 -23%
SGA
1158
Strategic Global Advisors
California
$1.9M – – –
MCP
1159
Mirador Capital Partners
California
$1.9M -$1.05M -16,227 -36%
CS
1160
Credential Securities
$1.9M +$58.6K +943 +3%
MPIA
1161
Mountain Pacific Investment Advisers
Idaho
$1.89M -$76.7K -1,234 -4%
CD
1162
Carl Domino
Florida
$1.89M -$42.9K -690 -2%
SSG
1163
Summit Securities Group
New York
$1.89M +$1.89M +30,400 New
AC
1164
Amici Capital
New York
$1.88M – – –
EHWM
1165
Eads & Heald Wealth Management
Georgia
$1.88M -$38.3K -616 -2%
MHS
1166
M Holdings Securities
Oregon
$1.87M +$335K +5,389 +22%
SMM
1167
Stadion Money Management
Georgia
$1.87M +$139K +2,238 +8%
AH
1168
Allen Holding
New York
$1.86M – – –
AFM
1169
Anson Funds Management
Texas
$1.86M – – –
ZB
1170
Zions Bancorporation
Utah
$1.85M +$121K +1,950 +7%
QI
1171
QV Investors
Alberta, Canada
$1.82M – – –
LCM
1172
Leisure Capital Management
California
$1.82M -$25.4K -408 -1%
PWW
1173
Pettyjohn Wood & White
Virginia
$1.81M -$9.94K -160 -0.5%
ARMT
1174
Amica Retiree Medical Trust
Rhode Island
$1.81M – – –
AWMG
1175
Alliance Wealth Management Group
New Jersey
$1.81M -$101K -1,620 -5%
45 46
47
48 49