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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 %
IIM
1201
Ipswich Investment Management
Massachusetts
$1.68M -$19.9K -321 -1%
MM
1202
Midas Management
New York
$1.68M – – –
CF
1203
CenterStar Fund
Illinois
$1.68M -$1.63M – –
WIS
1204
Wright Investors Service
Connecticut
$1.67M -$8.89K -143 -0.5%
BWP
1205
Baldwin Wealth Partners
Massachusetts
$1.67M -$1.79M -28,787 -52%
VFA
1206
Voya Financial Advisors
Connecticut
$1.67M +$158K +2,585 +10%
H
1207
Hexavest
Quebec, Canada
$1.66M – – –
DAC
1208
Dividend Assets Capital
South Carolina
$1.66M +$88.9K +1,431 +6%
DIA
1209
Dean Investment Associates
Ohio
$1.66M +$747K +12,021 +82%
GF
1210
Gerstein Fisher
New York
$1.65M +$93.7K +1,507 +6%
LBC
1211
Lawrence B. Cohen
$1.65M +$161K +2,590 +11%
FIM
1212
Frontier Investment Management
Texas
$1.65M -$142K -2,328 -8%
HCM
1213
Hengehold Capital Management
Ohio
$1.64M -$7.71K -124 -0.5%
MCM
1214
Maryland Capital Management
Maryland
$1.63M -$46.2K -743 -3%
AMIM
1215
Aull & Monroe Investment Management
Alabama
$1.62M +$2.8K +45 +0.2%
HWM
1216
Heartwood Wealth Management
United Kingdom
$1.61M +$1.61M +25,956 New
PVWM
1217
Point View Wealth Management
New Jersey
$1.6M +$103K +1,665 +7%
MVA
1218
Mount Vernon Associates
Maryland
$1.59M +$64.6K +1,039 +4%
SFG
1219
SevenBridge Financial Group
Pennsylvania
$1.59M +$1.59M +25,638 New
FBT
1220
First Bankers Trust
Kentucky
$1.59M -$102K -1,643 -6%
FPCP
1221
Fort Point Capital Partners
California
$1.58M +$6.28K +101 +0.4%
CFG
1222
CKW Financial Group
Hawaii
$1.58M -$36K -580 -2%
Cetera Investment Advisers
1223
Cetera Investment Advisers
Illinois
$1.58M +$103K +1,658 +7%
VCAM
1224
Van Cleef Asset Management
Ohio
$1.58M +$103K +1,650 +7%
BCM
1225
Boltwood Capital Management
California
$1.56M +$7.15K +115 +0.5%
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