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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
1
T. Rowe Price Associates
Maryland
$3.74B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
3
Capital World Investors
California
$6.81B
4
State Street
4
State Street
Massachusetts
$9.36B
5
Harris Associates
5
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$270M -$25.9M -416,718 -9%
SP
102
Sarasin & Partners
United Kingdom
$270M -$27.5M -443,228 -9%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$262M -$22.6M -363,987 -8%
JHIU
104
Janus Henderson Investors US
Colorado
$260M -$152M -2,445,664 -37%
Credit Agricole
105
Credit Agricole
France
$259M +$14.2M +227,905 +6%
AAMU
106
Amundi Asset Management US
Massachusetts
$248M +$7.22M +116,171 +3%
IGIM
107
I.G. Investment Management
Manitoba, Canada
$248M +$19M +306,156 +8%
Stifel Financial
108
Stifel Financial
Missouri
$231M +$11.1M +179,371 +5%
AQR Capital Management
109
AQR Capital Management
Connecticut
$230M -$39.4M -633,928 -15%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$229M -$15.6M -250,730 -6%
USAA
111
United Services Automobile Association
Texas
$228M -$9.14M -147,118 -4%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$225M +$34.7M +558,612 +18%
RJA
113
Raymond James & Associates
Florida
$223M +$8.49M +136,559 +4%
Winslow Capital Management
114
Winslow Capital Management
Minnesota
$222M +$222M +3,570,366 New
US Bancorp
115
US Bancorp
Minnesota
$221M +$4.23M +68,008 +2%
TG
116
TCW Group
California
$219M -$11.7M -188,539 -5%
SO
117
STRS Ohio
Ohio
$209M -$975K -15,683 -0.5%
Citigroup
118
Citigroup
New York
$206M +$32.8M +527,254 +19%
NFA
119
Nationwide Fund Advisors
Ohio
$203M +$1.13M +18,222 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
120
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$199M -$11.8M -189,563 -6%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$196M +$1.5M +24,062 +0.8%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$196M +$38.3M +617,000 +24%
PAM
123
Panagora Asset Management
Massachusetts
$196M -$14.2M -229,227 -7%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$189M -$2.74M -44,164 -1%
Barclays
125
Barclays
United Kingdom
$188M +$31.2M +501,678 +20%
3 4
5
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