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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 %
BA
1526
Bristlecone Advisors
Washington
$590K -$68.8K -1,108 -10%
AWM
1527
AllSquare Wealth Management
New York
$589K -$43.4K -699 -7%
PA
1528
Probity Advisors
Texas
$584K +$584K +9,398 New
MC
1529
Miles Capital
Iowa
$577K -$906K -14,586 -61%
HHGA
1530
Halbert Hargrove Global Advisors
California
$577K -$54.5K -877 -9%
SAS
1531
Stelac Advisory Services
New York
$577K +$577K +9,285 New
WC
1532
Whitnell & Co
Illinois
$570K +$186 +3 +0%
WA
1533
Wheatland Advisors
Pennsylvania
$569K -$24.6K -396 -4%
CT
1534
Coastline Trust
Rhode Island
$567K +$3.11K +50 +0.6%
CPO
1535
Cerity Partners OCIO
New York
$565K -$51.2K -850 -8%
BAM
1536
Brave Asset Management
New Jersey
$563K +$46.1K +741 +9%
SWA
1537
Sutton Wealth Advisors
Florida
$563K +$41K +660 +8%
HB
1538
Homrich & Berg
Georgia
$560K -$226K -3,640 -29%
HIC
1539
Holderness Investments Company
North Carolina
$560K -$18.7K -301 -3%
MWM
1540
Mission Wealth Management
California
$559K -$11.7K -188 -2%
TDC
1541
Thompson Davis & Co
Virginia
$557K +$13.3K +214 +2%
AF
1542
Aldebaran Financial
$556K +$247 +4 +0%
LA
1543
Lau Associates
Delaware
$554K – – –
CWA
1544
Cypress Wealth Advisors
California
$552K -$8.45K -136 -2%
MFW
1545
Mosaic Family Wealth
Missouri
$551K +$68.2K +1,096 +14%
GWCM
1546
Godshalk Welsh Capital Management
Pennsylvania
$548K – – –
ACM
1547
Armbruster Capital Management
New York
$548K – – –
TG
1548
TLP Group
Illinois
$546K -$1.01M -16,200 -65%
CCG
1549
Chatham Capital Group
Georgia
$546K -$32.6K -525 -6%
WA
1550
Wealth Architects
California
$541K – – –
60 61
62
63 64