JPM icon

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 %
AIM
1476
AMI Investment Management
Indiana
$704K +$18.6K +300 +3%
LMAM
1477
Legg Mason Asset Management
Japan
$703K -$778K -12,500 -53%
WFMPM
1478
Woodley Farra Manion Portfolio Management
Indiana
$703K – – –
BCP
1479
Berkeley Capital Partners
Georgia
$699K -$42.6K -686 -6%
MCM
1480
Maple Capital Management
Vermont
$695K +$9.63K +155 +1%
Tudor Investment Corp
1481
Tudor Investment Corp
Connecticut
$693K +$184K +2,954 +36%
TBAM
1482
True Bearing Asset Management
California
$691K -$487K -7,839 -41%
EWM
1483
Evermay Wealth Management
Virginia
$689K -$137K -2,204 -17%
NIMI
1484
Natixis Investment Managers International
France
$689K -$133K -2,144 -16%
ZCI
1485
Zevenbergen Capital Investments
Washington
$688K +$151K +2,425 +28%
SWM
1486
Segment Wealth Management
Texas
$686K +$9.4K +151 +1%
BHBT
1487
Burke & Herbert Bank & Trust
Virginia
$685K +$131K +2,103 +24%
RIA
1488
Regal Investment Advisors
Michigan
$682K +$45.6K +734 +7%
CAM
1489
ClariVest Asset Management
California
$681K – – –
SRP
1490
Saddle Road Partners
Nebraska
$679K – – –
PBO
1491
Peoples Bank (Ohio)
Ohio
$677K +$76.4K +1,230 +13%
GCMG
1492
Gyroscope Capital Management Group
Florida
$676K +$23K +370 +4%
CC
1493
Cannell & Co
New York
$673K – – –
RP
1494
Riverbridge Partners
Minnesota
$672K – – –
WIM
1495
Waverton Investment Management
United Kingdom
$671K -$280K -4,500 -29%
LC
1496
Lourd Capital
California
$662K +$86.3K +1,389 +15%
RT
1497
Rockland Trust
Massachusetts
$660K +$50K +805 +8%
WP
1498
WMS Partners
Maryland
$659K -$331K -5,322 -33%
KLWA
1499
Kelly Lawrence W & Associates
California
$656K +$115K +1,850 +21%
FNB
1500
Farmers National Bank
Kentucky
$653K -$29.8K -480 -4%
58 59
60
61 62