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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 %
PFSC
1326
Peoples Financial Services Corp
Pennsylvania
$1.18M -$31.1K -500 -3%
AWM
1327
Avior Wealth Management
Nebraska
$1.18M +$13.7K +222 +1%
TNBTD
1328
Trustmark National Bank Trust Department
Mississippi
$1.18M -$246K -3,951 -17%
KM
1329
Kalos Management
Georgia
$1.17M -$1.14M -18,387 -49%
OFS
1330
Orrstown Financial Services
Pennsylvania
$1.17M -$58K -934 -5%
NAM
1331
NTV Asset Management
West Virginia
$1.17M +$12.7K +204 +1%
SI
1332
Sprott Inc
Ontario, Canada
$1.17M +$162K +2,600 +16%
CCM
1333
Chilton Capital Management
Texas
$1.17M +$2.8K +45 +0.2%
WSTAM
1334
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M -$22.7K -366 -2%
CCM
1335
Condor Capital Management
New Jersey
$1.15M -$38.6K -621 -3%
QC
1336
Quadrature Capital
United Kingdom
$1.15M +$1.15M +18,430 New
SMH
1337
Sanders Morris Harris
Texas
$1.15M -$1.22M -19,642 -52%
BP
1338
Ballentine Partners
Massachusetts
$1.14M +$60.7K +975 +6%
MBT
1339
Monroe Bank & Trust
Michigan
$1.13M -$54.2K -873 -5%
SFWA
1340
Summit Financial Wealth Advisors
Louisiana
$1.13M +$50.1K +806 +5%
MMPW
1341
Mitchell McLeod Pugh & Williams
Alabama
$1.13M +$1.49K +24 +0.1%
FPB
1342
First PREMIER Bank
South Dakota
$1.12M -$25.8K -415 -2%
JDR
1343
Jay D. Rosenbaum
$1.12M +$128K +2,065 +13%
AIM
1344
Anchor Investment Management
South Carolina
$1.12M -$13.6K -219 -1%
DCMM
1345
DG Capital Management (Massachusetts)
Massachusetts
$1.11M -$373K -5,995 -25%
PC
1346
Palo Capital
California
$1.1M +$513K +8,261 +87%
ACPU
1347
Arrowgrass Capital Partners (US)
Delaware
$1.1M -$4.64M -74,581 -81%
NAM
1348
Needelman Asset Management
California
$1.09M – – –
NA
1349
Navellier & Associates
Nevada
$1.08M +$33.1K +533 +3%
GT
1350
Greenleaf Trust
Michigan
$1.08M -$62.7K -1,008 -6%
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