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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 %
IAS
1251
INR Advisory Services
Pennsylvania
$1.44M – – –
SSWM
1252
Sheets Smith Wealth Management
North Carolina
$1.44M – – –
ACM
1253
Aviance Capital Management
Florida
$1.44M +$77.8K +1,252 +6%
PIM
1254
Profit Investment Management
Maryland
$1.43M +$1.06M +17,004 +281%
DMK
1255
David M. Knott
$1.43M – – –
SSP
1256
Sapphire Star Partners
Washington
$1.43M +$162K +2,601 +13%
BOS
1257
Bank of Stockton
California
$1.43M +$55K +885 +4%
EDRS
1258
Edmond de Rothschild (Suisse)
Switzerland
$1.42M +$198K +3,184 +16%
BIM
1259
Baldwin Investment Management
Pennsylvania
$1.42M +$10.9K +175 +0.8%
NDSI
1260
Newman Dignan & Sheerar Inc
Rhode Island
$1.41M +$50.8K +818 +4%
SA
1261
Strategic Advisors
New York
$1.41M -$103K -1,653 -7%
OCG
1262
Opus Capital Group
Ohio
$1.41M -$105K -1,685 -7%
WPW
1263
Waldron Private Wealth
Pennsylvania
$1.41M +$246K +3,962 +21%
ATC
1264
Adirondack Trust Company
New York
$1.4M -$22.3K -359 -2%
GIM
1265
Goelzer Investment Management
Indiana
$1.4M +$19.8K +319 +1%
CWG
1266
C WorldWide Group
Denmark
$1.4M – – –
CCG
1267
Cypress Capital Group
Florida
$1.4M +$53.8K +865 +4%
CHC
1268
City Holding Co
West Virginia
$1.4M +$102K +1,635 +8%
SC
1269
Savant Capital
Illinois
$1.4M +$158K +2,536 +13%
CWM
1270
Confluence Wealth Management
Oregon
$1.4M -$299K -4,820 -18%
IIC
1271
Integrated Investment Consultants
Michigan
$1.39M – – –
WA
1272
WESPAC Advisors
California
$1.38M +$181K +2,914 +15%
NB
1273
Nicolet Bankshares
Wisconsin
$1.38M +$314K +5,050 +30%
AAM
1274
Aureus Asset Management
Massachusetts
$1.37M +$324K +5,215 +31%
KA
1275
Klingman & Associates
New York
$1.37M -$59.2K -952 -4%
49 50
51
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