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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 %
OIM
1376
Orca Investment Management
Oregon
$994K -$8.46K -136 -0.8%
SLG
1377
Stanley-Laman Group
Pennsylvania
$993K -$22.6K -363 -2%
BEAM
1378
Baker Ellis Asset Management
Washington
$991K +$18.7K +300 +2%
NFC
1379
Northeast Financial Consultants
Connecticut
$990K – – –
WIP
1380
Wellesley Investment Partners
Massachusetts
$986K +$62.4K +1,005 +7%
BDF
1381
Balasa Dinverno & Foltz
$982K +$24.7K +398 +3%
SBWM
1382
Sunflower Bank Wealth Management
Arizona
$979K +$7.14K +115 +0.7%
AFWA
1383
Ancora Family Wealth Advisors
Ohio
$978K +$57.7K +928 +6%
BFPW
1384
BOK Financial Private Wealth
Colorado
$973K +$648K +10,431 +199%
SFM
1385
Signature Financial Management
Virginia
$970K -$62.2K -1,000 -6%
FMLI
1386
Fukoku Mutual Life Insurance
Japan
$968K -$143K -2,300 -13%
DR
1387
Davis Rea
Ontario, Canada
$965K +$11.2K +180 +1%
SFSG
1388
Stearns Financial Services Group
North Carolina
$964K -$186 -3 -0%
NIT
1389
NumerixS Investment Technologies
British Columbia, Canada
$964K +$964K +15,509 New
RDM
1390
Retirement Design & Management
Connecticut
$962K +$204K +3,277 +27%
B
1391
BancorpSouth
Mississippi
$961K +$7.71K +124 +0.8%
RMAM
1392
Raab & Moskowitz Asset Management
New Jersey
$958K -$146K -2,348 -13%
SCM
1393
Southport Capital Management
Tennessee
$958K -$40.4K -650 -4%
AIM
1394
Acropolis Investment Management
Missouri
$958K -$3.73K -60 -0.4%
AIM
1395
Allen Investment Management
New York
$954K -$682K -10,973 -42%
LCM
1396
Laurion Capital Management
New York
$953K +$953K +15,335 New
KS
1397
Karpas Strategies
Connecticut
$952K +$1.12K +18 +0.1%
QCG
1398
Quadrant Capital Group
Ohio
$949K +$26.1K +427 +3%
Jacobs Levy Equity Management
1399
Jacobs Levy Equity Management
New Jersey
$949K +$99.4K +1,600 +12%
SCA
1400
Sippican Capital Advisors
Massachusetts
$946K -$7.77K -125 -0.8%
54 55
56
57 58