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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 %
FUBT
1351
First United Bank & Trust
Maryland
$1.07M +$33.5K +540 +3%
KWMG
1352
King Wealth Management Group
Florida
$1.07M +$146K +2,348 +16%
SBSB
1353
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.06M +$1.06M +17,040 New
JWA
1354
JFS Wealth Advisors
Pennsylvania
$1.06M +$496K +7,982 +89%
TPW
1355
Tiller Private Wealth
Pennsylvania
$1.05M +$777K +12,502 +281%
BFC
1356
Blue Fin Capital
Rhode Island
$1.05M -$6.21K -100 -0.6%
WA
1357
WFG Advisors
Texas
$1.05M +$40.3K +648 +4%
IP
1358
Investment Partners
Ohio
$1.04M -$3.56M -57,206 -77%
MCM
1359
Manchester Capital Management
Vermont
$1.04M -$11.8K -190 -1%
WIC
1360
Wilkins Investment Counsel
Massachusetts
$1.03M -$6.21K -100 -0.6%
CAM
1361
Cacti Asset Management
Georgia
$1.03M – – –
SC
1362
Saturna Capital
Washington
$1.03M -$322K -5,189 -24%
FIM
1363
Freedom Investment Management
Connecticut
$1.02M +$116K +1,871 +13%
FC
1364
Forte Capital
New York
$1.02M +$97.3K +1,565 +11%
AIM
1365
Assured Investment Management
New York
$1.02M +$1.02M +16,429 New
FM
1366
Forward Management
California
$1.02M -$594K -9,562 -37%
NO
1367
Ninety One
South Africa
$1.02M +$1.02M +16,641 New
NIM
1368
Northeast Investment Management
Massachusetts
$1.02M -$13.2K -213 -1%
MCC
1369
Malaga Cove Capital
California
$1.01M – – –
GBBWRPM
1370
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.01M -$8.01K -129 -0.8%
ST
1371
Spinnaker Trust
Maine
$1.01M +$1.87K +30 +0.2%
BCM
1372
Billings Capital Management
Virginia
$1M -$5.63K -88 -0.6%
SCG
1373
Sonata Capital Group
Washington
$1M -$83.9K -1,350 -8%
HCM
1374
HM Capital Management
Missouri
$1M +$11.1K +178 +1%
FPIS
1375
Financial Planning & Information Services
Wisconsin
$998K – – –
53 54
55
56 57