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 %
PHS
1226
Pekin Hardy Strauss
Illinois
$1.56M -$32.6K -524 -2%
FFC
1227
First Financial Corp
Indiana
$1.56M -$267K -4,288 -15%
SIC
1228
Shoker Investment Counsel
Ohio
$1.55M -$31.9K -514 -2%
PWMAG
1229
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M +$109K +1,755 +8%
MHIM
1230
MacNealy Hoover Investment Management
Ohio
$1.54M – – –
IC
1231
Inverness Counsel
New York
$1.54M +$79.5K +1,279 +5%
HW
1232
Hedeker Wealth
Illinois
$1.54M -$1.58M -25,436 -51%
ADL
1233
Asset Dedication LLC
California
$1.53M -$28K -450 -2%
FCFC
1234
First Commonwealth Financial Corp
Pennsylvania
$1.52M -$28.6K -460 -2%
ST
1235
Smithfield Trust
Pennsylvania
$1.52M – – –
CPA
1236
Court Place Advisors
Maryland
$1.51M +$31.3K +504 +2%
Koshinski Asset Management
1237
Koshinski Asset Management
Illinois
$1.51M +$26.6K +428 +2%
BCM
1238
Birmingham Capital Management
Alabama
$1.5M -$620K -9,983 -29%
PCA
1239
Peddock Capital Advisors
Massachusetts
$1.5M +$36.3K +584 +2%
WCM
1240
Wunderlich Capital Managemnt
Tennessee
$1.49M +$15.8K +254 +1%
MFBTD
1241
MB Financial Bank - Trust Department
Illinois
$1.48M -$28.6K -461 -2%
JIC
1242
Joel Isaacson & Co
New York
$1.48M -$235K -3,786 -14%
SGAM
1243
Steinberg Global Asset Management
Florida
$1.48M +$81.7K +1,314 +6%
LWM
1244
LBA Wealth Management
Florida
$1.47M +$14.2K +228 +1%
LFA
1245
Landmark Financial Advisors
Kentucky
$1.47M +$18.6K +300 +1%
WWM
1246
Willingdon Wealth Management
North Carolina
$1.46M -$1.9M -30,526 -57%
WEC
1247
Winslow Evans & Crocker
Massachusetts
$1.45M +$20.9K +336 +1%
HCM
1248
Hollencrest Capital Management
California
$1.44M -$1.93K -31 -0.1%
TC
1249
Telemus Capital
Michigan
$1.44M +$692K +11,132 +93%
PAIA
1250
Park Avenue Institutional Advisers
New York
$1.44M -$2.86K -46 -0.2%
48 49
50
51 52