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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
1
T. Rowe Price Associates
Maryland
$3.74B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
3
Capital World Investors
California
$6.81B
4
State Street
4
State Street
Massachusetts
$9.36B
5
Harris Associates
5
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$187M -$18.1M -290,445 -9%
BG
127
Bahl & Gaynor
Ohio
$182M -$3.91M -62,933 -2%
FMI
128
Factory Mutual Insurance
Massachusetts
$180M -$3.73M -60,000 -2%
Aviva
129
Aviva
United Kingdom
$179M +$17M +273,504 +11%
Mawer Investment Management
130
Mawer Investment Management
Alberta, Canada
$176M +$9.03M +145,389 +5%
BWA
131
Brave Warrior Advisors
New York
$175M -$119M -1,909,193 -40%
Brown Advisory
132
Brown Advisory
Maryland
$173M -$1.76M -28,349 -1%
Federated Hermes
133
Federated Hermes
Pennsylvania
$172M -$11.6M -186,158 -6%
SOMRS
134
State of Michigan Retirement System
Michigan
$170M +$52M +837,443 +44%
Calamos Advisors
135
Calamos Advisors
Illinois
$161M -$49.6K -798 -0%
PI
136
PGGM Investments
Netherlands
$161M +$7.97M +128,295 +5%
SCCM
137
Schafer Cullen Capital Management
New York
$160M -$5.34M -85,925 -3%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$160M +$221K +3,559 +0.1%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$159M +$4.18M +67,279 +3%
SBAM
140
Santa Barbara Asset Management
California
$156M +$1.01M +16,257 +0.7%
EAM
141
Edge Asset Management
Washington
$156M -$16M -256,858 -9%
GIA
142
Gateway Investment Advisers
Ohio
$153M -$119K -1,923 -0.1%
JFL
143
Jarislowsky, Fraser Ltd
Quebec, Canada
$153M -$176K -2,835 -0.1%
M&T Bank
144
M&T Bank
New York
$151M -$4.33M -69,653 -3%
KeyBank National Association
145
KeyBank National Association
Ohio
$151M -$6.39M -102,838 -4%
RFS
146
Rockefeller Financial Services
New York
$149M -$1.36M -21,963 -0.9%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$148M +$1.96M +31,557 +1%
WHG
148
Westwood Holdings Group
Texas
$146M -$7.98M -128,496 -5%
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$146M -$12.7M -204,978 -8%
T
150
Thomaspartners
Massachusetts
$144M +$6.49M +104,513 +5%
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