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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 %
JFA
1451
Johanson Financial Advisors
California
$770K -$14.5K -234 -2%
GC
1452
Giverny Capital
Quebec, Canada
$769K +$769K +12,379 New
AI
1453
Accredited Investors
Minnesota
$766K +$39.6K +671 +5%
FNBTCON
1454
First National Bank & Trust Co of Newtown
Pennsylvania
$765K – – –
BC
1455
Banced Corp
Illinois
$764K -$351K -5,761 -31%
LJHT
1456
Laurie J. Hall Trustee
$762K -$10.3K -165 -1%
KF
1457
Krilogy Financial
Missouri
$762K +$112K +1,802 +17%
PFBT
1458
Parkside Financial Bank & Trust
Missouri
$758K -$43.8K -706 -5%
IH
1459
IFC Holdings
Florida
$753K +$72.1K +1,184 +11%
MCM
1460
Mork Capital Management
California
$752K – – –
LSA
1461
L & S Advisors
California
$749K +$525K +8,455 +235%
BMM
1462
Buffington Mohr McNeal
Idaho
$748K +$6.22K +100 +0.8%
SAM
1463
Shamrock Asset Management
Texas
$741K -$10.3K -166 -1%
Handelsbanken Fonder
1464
Handelsbanken Fonder
Sweden
$740K – – –
MCWS
1465
McKinley Carter Wealth Services
West Virginia
$733K -$66.1K -1,064 -8%
MLIC
1466
Mandatum Life Insurance Company
Finland
$732K – – –
WA
1467
WBH Advisory
Maryland
$721K -$7.08K -114 -1%
TMC
1468
Trellus Management Company
Florida
$721K – – –
GIA
1469
Granite Investment Advisors
New Hampshire
$720K – – –
TAM
1470
Trillium Asset Management
Massachusetts
$713K -$54.4K -876 -7%
ACI
1471
Alpha Cubed Investments
California
$710K -$3.91M -62,941 -85%
LCM
1472
Liberty Capital Management
Michigan
$710K +$176K +2,831 +33%
BO
1473
Bank OZK
Arkansas
$709K -$31K -500 -4%
AFG
1474
Albion Financial Group
Utah
$709K +$460K +7,402 +184%
JFA
1475
JNBA Financial Advisors
Minnesota
$708K +$319K +5,130 +82%
57 58
59
60 61