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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 %
DAM
1401
Delta Asset Management
Tennessee
$946K -$4.04K -65 -0.4%
TTWM
1402
TCV Trust & Wealth Management
Virginia
$946K +$12.2K +196 +1%
AIM
1403
Aspen Investment Management
Michigan
$942K +$38.9K +625 +4%
EHC
1404
Everett Harris & Co
California
$941K +$40.5K +652 +5%
AIM
1405
Advantage Investment Management
Iowa
$938K -$325K -5,226 -26%
SCM
1406
Salem Capital Management
Massachusetts
$933K – – –
TCM
1407
Traynor Capital Management
Pennsylvania
$932K +$69.7K +1,171 +8%
SOAMC
1408
Spirit of America Management Corp
New York
$931K -$326K -5,250 -26%
NFG
1409
Next Financial Group
Texas
$931K +$91K +1,466 +11%
SEC
1410
Seven Eight Capital
New York
$931K +$832K +13,500 +844%
CIA
1411
Capital Impact Advisors
Massachusetts
$928K +$928K +14,930 New
GCP
1412
GSA Capital Partners
United Kingdom
$922K -$2.22M -35,673 -71%
GIP
1413
Granite Investment Partners
California
$914K -$58.1K -936 -6%
AEPG
1414
American Economic Planning Group
New Jersey
$912K -$25.5K -410 -3%
LOAMS
1415
Lombard Odier Asset Management (Switzerland)
Switzerland
$908K -$211K -3,396 -19%
NVIM
1416
New Vernon Investment Management
Illinois
$905K -$134K -2,160 -13%
PFM
1417
Phillips Financial Management
Indiana
$904K -$34.2K -536 -4%
GIM
1418
Guardian Investment Management
California
$904K +$3.35K +54 +0.4%
LDB
1419
Lee, Danner & Bass
Tennessee
$903K – – –
SJIM
1420
St. Johns Investment Management
Florida
$899K +$7.08K +114 +0.8%
FCM
1421
Frontier Capital Management
Massachusetts
$896K -$85.8K -1,381 -9%
ACS
1422
Archford Capital Strategies
Illinois
$892K +$85.8K +1,382 +11%
SAMC
1423
Shinko Asset Management Company
Japan
$882K +$34.9K +561 +4%
WPC
1424
White Pine Capital
Minnesota
$876K +$6.21K +100 +0.7%
BEC
1425
Blue Edge Capital
Virginia
$873K +$7.89K +127 +0.9%
55 56
57
58 59