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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 %
GBT
1551
Grove Bank & Trust
Florida
$535K -$6.21K -100 -1%
HFA
1552
High Falls Advisors
New York
$533K -$1.52K -23 -0.3%
Kayne Anderson Rudnick Investment Management
1553
Kayne Anderson Rudnick Investment Management
California
$533K – – –
HCM
1554
Highlander Capital Management
New Jersey
$532K – – –
KSA
1555
Ken Stern & Associates
California
$530K +$34.1K +549 +7%
RTS
1556
Round Table Services
New Jersey
$527K -$23.8K -383 -4%
Millennium Management
1557
Millennium Management
New York
$524K +$163K +2,625 +45%
EDRE
1558
Edmond de Rothschild (Europe)
Luxembourg
$521K -$67.4K -1,085 -11%
SHCM
1559
Stokes & Hubbell Capital Management
Louisiana
$520K +$16.3K +262 +3%
AFP
1560
Ausdal Financial Partners
Iowa
$517K -$23.7K -381 -4%
KA
1561
Kovack Advisors
Florida
$517K +$58.6K +943 +13%
TRIM
1562
Thompson Rubinstein Investment Management
Oregon
$511K – – –
HJA
1563
Hugh Johnson Advisors
New York
$506K +$23.7K +382 +5%
BWM
1564
BerganKDV Wealth Management
Minnesota
$506K +$44.5K +716 +10%
CWP
1565
Capital Wealth Planning
Florida
$502K -$445K -7,262 -47%
CPA
1566
Cowen Prime Advisors
New York
$502K -$124K -2,000 -20%
SS
1567
Sunbelt Securities
Texas
$502K -$2.92K -47 -0.6%
MIC
1568
MU Investments Company
Japan
$498K -$427K -6,970 -46%
IF
1569
IRON Financial
Illinois
$498K +$6.47K +104 +1%
GAM
1570
Gotham Asset Management
New York
$498K +$498K +8,013 New
CBA
1571
Coastal Bridge Advisors
Connecticut
$497K +$31.6K +508 +7%
MCA
1572
Mercer Capital Advisers
New Jersey
$496K +$112K +1,800 +29%
IHL
1573
Investment House LLC
California
$493K +$18.3K +295 +4%
SWA
1574
SFMG Wealth Advisors
Texas
$493K +$186K +2,988 +60%
RA
1575
RFG Advisory
Alabama
$489K -$14.5K -233 -3%
61 62
63
64 65