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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 %
GIM
1276
Groesbeck Investment Management
New Jersey
$1.37M -$10.9K -176 -0.8%
RSS
1277
Rosenblum Silverman Sutton
California
$1.37M +$1.37M +22,084 New
CIM
1278
Cetera Investment Management
California
$1.37M -$161K -2,598 -11%
MIAN
1279
Mariner Independent Advisor Network
Kansas
$1.36M +$1.36M +21,957 New
HFBOT
1280
Home Federal Bank of Tennessee
Tennessee
$1.36M +$1.74K +28 +0.1%
STB
1281
S&T Bank
Pennsylvania
$1.36M – – –
MI
1282
Montage Investments
Kansas
$1.36M -$69.5K -1,119 -5%
FBB
1283
Fulton Breakefield Broenniman
Maryland
$1.35M -$3.11K -50 -0.2%
BCM
1284
Brown Capital Management
Maryland
$1.35M +$28.7K +461 +2%
LOAMU
1285
Lombard Odier Asset Management (USA)
New York
$1.34M -$2.08M -33,490 -61%
SIG
1286
Schaller Investment Group
North Carolina
$1.34M – – –
WAM
1287
Weatherly Asset Management
California
$1.33M +$46.7K +751 +4%
NAMA
1288
Nikko Asset Management Americas
New York
$1.33M +$97.9K +1,600 +8%
HDIM
1289
Hanson & Doremus Investment Management
Vermont
$1.33M +$4.97K +80 +0.4%
Wolverine Trading
1290
Wolverine Trading
Illinois
$1.32M +$1.32M +21,633 New
SCP
1291
Sandhill Capital Partners
New York
$1.32M +$8.45K +136 +0.6%
KPF
1292
K2 Principal Fund
Ontario, Canada
$1.32M +$949K +15,271 +259%
KT
1293
Kanaly Trust
Texas
$1.32M -$16.7K -269 -1%
CPIG
1294
Chicago Partners Investment Group
Illinois
$1.31M +$70.8K +1,140 +6%
BCM
1295
Barometer Capital Management
Ontario, Canada
$1.31M +$130K +2,100 +11%
Wealth Enhancement Advisory Services
1296
Wealth Enhancement Advisory Services
Minnesota
$1.3M +$150K +2,416 +13%
SAMNY
1297
Samsung Asset Management (New York)
New York
$1.29M -$980K -15,770 -43%
MFIMFI
1298
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.29M -$1.58M -25,350 -55%
TCM
1299
Telos Capital Management
California
$1.29M +$49.1K +790 +4%
BMC
1300
Benin Management Corp
Connecticut
$1.28M +$95.4K +1,534 +8%
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