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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 %
AAS
1501
Annex Advisory Services
Wisconsin
$653K +$5.59K +90 +0.9%
GAG
1502
GM Advisory Group
New York
$652K +$652K +10,486 New
KAM
1503
Keeley Asset Management
Illinois
$649K +$127K +2,041 +24%
CK
1504
Cohen Klingenstein
New York
$646K – – –
MIS
1505
Morningstar Investment Services
Illinois
$644K -$92.3K -1,506 -13%
HI
1506
Hudock Inc
Pennsylvania
$639K +$43.9K +707 +7%
AWM
1507
Arbor Wealth Management
Florida
$638K – – –
PMFA
1508
Plante Moran Financial Advisors
Michigan
$634K -$266K -4,275 -30%
NGA
1509
Naples Global Advisors
Florida
$628K -$136K -2,186 -18%
JIP
1510
Jaffetilchin Investment Partners
Florida
$622K -$45.1K -725 -7%
GC
1511
Grimes & Company
Massachusetts
$620K +$10.2K +164 +2%
FPCG
1512
Fort Pitt Capital Group
Pennsylvania
$616K +$11.2K +180 +2%
S
1513
SignatureFD
Georgia
$615K +$80K +1,288 +15%
JCM
1514
Jacobi Capital Management
Pennsylvania
$614K +$614K +10,197 New
SIG
1515
Schooner Investment Group
Pennsylvania
$613K -$153K -2,500 -20%
CHJWM
1516
Carlton Hofferkamp & Jenks Wealth Management
Texas
$611K -$395K -6,362 -39%
Lido Advisors
1517
Lido Advisors
California
$609K +$185K +2,985 +44%
RP
1518
Rowlandmiller & Partners
Georgia
$603K +$26.7K +435 +5%
TAM
1519
Taylor Asset Management
Ontario, Canada
$603K +$80.8K +1,300 +15%
CCA
1520
Catalyst Capital Advisors
New York
$600K -$2.8M -45,000 -82%
RB
1521
Rodgers Brothers
Pennsylvania
$600K +$62 +1 +0%
PWAP
1522
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$598K +$37.3K +601 +7%
LWA
1523
Lebenthal Wealth Advisors
New York
$597K +$597K +9,608 New
MA
1524
MCF Advisors
Kentucky
$596K +$7.27K +117 +1%
PAM
1525
Palisade Asset Management
Minnesota
$595K +$12.4K +200 +2%
59 60
61
62 63