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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 %
FSA
1426
Franklin Street Advisors
North Carolina
$866K +$5.47K +88 +0.6%
GIM
1427
Greylin Investment Management
Virginia
$860K – – –
HCM
1428
Howland Capital Management
Massachusetts
$856K +$52.4K +843 +7%
GLI
1429
Guardian Life Insurance
New York
$855K +$9.26K +149 +1%
AA
1430
Alesco Advisors
New York
$851K – – –
IIM
1431
Intact Investment Management
Quebec, Canada
$839K -$708K -11,400 -46%
GHAM
1432
Gilman Hill Asset Management
Connecticut
$835K +$23.3K +375 +3%
TWI
1433
Thomas White International
Illinois
$825K -$327K -5,262 -28%
CCT
1434
Country Club Trust
Missouri
$820K -$673K -10,821 -45%
MBT
1435
Montecito Bank & Trust
California
$820K +$68.8K +1,106 +9%
TCM
1436
Tributary Capital Management
Nebraska
$817K – – –
GWM
1437
Greenwich Wealth Management
Connecticut
$814K +$27K +435 +3%
WP
1438
WealthSource Partners
California
$811K -$198K -3,183 -20%
NL
1439
NWAM LLC
Washington
$811K -$23.7K -382 -3%
CASB
1440
Cape Ann Savings Bank
Massachusetts
$806K -$622 -10 -0.1%
LWAC
1441
Laurel Wealth Advisors (California)
California
$802K -$51K -821 -6%
TPWA
1442
TRUE Private Wealth Advisors
Oregon
$801K -$28.3K -455 -3%
RBC
1443
Ronald Blue & Co
Georgia
$792K -$85K -1,369 -10%
SLT
1444
St Louis Trust
Missouri
$786K -$154K -2,480 -16%
RIG
1445
Roosevelt Investment Group
New York
$784K -$89.1K -1,433 -10%
RC
1446
Reik & Co
New York
$783K – – –
PFS
1447
Prospera Financial Services
Texas
$783K +$52K +837 +7%
LC
1448
Loews Corp
New York
$780K -$41.9K -675 -5%
KTC
1449
Kistler-Tiffany Companies
Pennsylvania
$777K +$116K +1,864 +18%
VWA
1450
V Wealth Advisors
Kansas
$775K -$921K -14,696 -54%
56 57
58
59 60