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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 %
LBG
1176
Lloyds Banking Group
United Kingdom
$1.8M – – –
BI
1177
Boulegeris Investments
Georgia
$1.79M -$9.32K -150 -0.5%
BFA
1178
Bragg Financial Advisors
North Carolina
$1.79M +$500K +8,042 +39%
RC
1179
RegentAtlantic Capital
New Jersey
$1.79M -$45.6K -733 -2%
GXMC
1180
Global X Management Company
New York
$1.78M -$828K -13,334 -32%
BJL
1181
Brighton Jones LLC
Washington
$1.78M -$29.8M -480,154 -94%
CIC
1182
Crawford Investment Counsel
Georgia
$1.77M -$4.35K -70 -0.2%
CDH
1183
Charles D. Hyman
$1.76M -$8.08K -130 -0.5%
ICAS
1184
Investors Capital Advisory Services
Massachusetts
$1.76M -$145K -2,333 -8%
WIC
1185
Whitegate Investment Counselors
New Hampshire
$1.75M +$1.75M +28,119 New
WC
1186
Whitney & Co
New York
$1.75M +$69.8K +1,124 +4%
NCM
1187
Neumann Capital Management
California
$1.74M -$31.1K -500 -2%
WCA
1188
Westover Capital Advisors
Delaware
$1.72M -$221K -3,550 -11%
WSC
1189
Wellington Shields & Co
New York
$1.72M +$266K +4,280 +18%
FWCM
1190
First Western Capital Management
California
$1.72M -$723K -11,634 -30%
AI
1191
Atria Investments
North Carolina
$1.72M +$492K +7,917 +40%
MCM
1192
Monarch Capital Management
Indiana
$1.71M -$31.1K -500 -2%
OA
1193
Outfitter Advisors
Virginia
$1.71M -$31.1K -500 -2%
AI
1194
Axiom Investors
Connecticut
$1.7M -$603K -9,700 -26%
SCM
1195
Schneider Capital Management
Pennsylvania
$1.7M -$4.51M -72,650 -73%
BAM
1196
Burgundy Asset Management
Ontario, Canada
$1.7M – – –
CBTWT
1197
Community Bank & Trust (Waco, Texas)
Texas
$1.7M – – –
VFS
1198
VSR Financial Services
Kansas
$1.69M -$1.8M -28,958 -52%
NBC
1199
Neuberger Berman Canada
Ontario, Canada
$1.69M +$13.1K +210 +0.8%
NPA
1200
Nichols & Pratt Advisers
Massachusetts
$1.69M – – –
46 47
48
49 50