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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 %
SIM
1301
SSI Investment Management
California
$1.28M +$32.5K +524 +3%
CG
1302
Caprock Group
Idaho
$1.27M -$91.4K -1,471 -7%
WA
1303
WealthTrust-Arizona
Arizona
$1.27M +$143K +2,299 +13%
PAS
1304
Partnervest Advisory Services
California
$1.27M +$77.5K +1,247 +7%
PAMG
1305
Patton Albertson Miller Group
Tennessee
$1.26M -$200K -3,227 -14%
AAM
1306
Autus Asset Management
Arizona
$1.26M -$72.2K -1,163 -5%
PIA
1307
Peachtree Investment Advisors
Georgia
$1.26M -$24.9K -400 -2%
AB
1308
Atlas Brown
Kentucky
$1.26M -$13.8K -222 -1%
MWP
1309
MYCIO Wealth Partners
Pennsylvania
$1.26M +$28.9K +466 +2%
IAS
1310
IMA Advisory Services
Colorado
$1.26M -$40.4K -650 -3%
EFSCE
1311
Enterprise Financial Services Corp (EFSC)
Missouri
$1.25M +$41.3K +665 +3%
FCCM
1312
First City Capital Management
Georgia
$1.25M – – –
ACP
1313
Ashfield Capital Partners
California
$1.25M -$6.77K -109 -0.5%
BSW
1314
Buckingham Strategic Wealth
Missouri
$1.25M +$51.6K +830 +4%
NCM
1315
Novare Capital Management
North Carolina
$1.25M -$124K -2,001 -9%
CCM
1316
Convector Capital Management
New York
$1.24M +$1.24M +20,000 New
NME
1317
Notis-McConarty Edward
$1.24M -$31.7K -510 -2%
SCA
1318
Snowden Capital Advisors
New York
$1.24M +$110K +1,774 +10%
CCM
1319
CrestPoint Capital Management
Missouri
$1.24M +$6.22K +100 +0.5%
ANB
1320
Amarillo National Bank
Texas
$1.24M +$37.3K +600 +3%
ASN
1321
Advisory Services Network
Georgia
$1.23M -$1.06K -17 -0.1%
PH
1322
Pinnacle Holdings
Oklahoma
$1.21M -$994 -16 -0.1%
NSAM
1323
North Star Asset Management
Wisconsin
$1.2M -$18.3K -295 -1%
BIM
1324
Beach Investment Management
Pennsylvania
$1.2M -$903K -14,530 -43%
HJMC
1325
Hellman Jordan Management Company
Massachusetts
$1.19M +$1.19M +19,153 New
51 52
53
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