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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 %
CIP
1576
Capital Insight Partners
Arizona
$489K +$1.06K +17 +0.2%
DHFB
1577
Dixon Hubard Feinour & Brown
Virginia
$488K – – –
LFG
1578
LifePlan Financial Group
Ohio
$483K – – –
ECAM
1579
East Coast Asset Management
Massachusetts
$479K -$14.8K -238 -3%
PCM
1580
Perritt Capital Management
Illinois
$476K – – –
LI
1581
Lafayette Investments
Maryland
$476K +$2.99K +48 +0.6%
OLA
1582
Oliver Luxxe Assets
New Jersey
$475K +$475K +7,651 New
MFW
1583
Meristem Family Wealth
Minnesota
$474K -$2.61K -42 -0.5%
AIM
1584
Arcadia Investment Management
Michigan
$472K +$7.76K +125 +2%
ZDA
1585
Zweig-DiMenna Associates
New York
$472K +$472K +7,600 New
PGA
1586
Portland Global Advisors
Maine
$470K -$17.2K -277 -4%
BFEC
1587
Benjamin F. Edwards & Company
Missouri
$469K +$25.9K +417 +6%
CFP
1588
Cornerstone Financial Partners
North Carolina
$468K -$2.84M -45,794 -86%
BRM
1589
Boston Research & Management
Massachusetts
$468K – – –
HCM
1590
Hodges Capital Management
Texas
$466K -$77.6K -1,250 -14%
HA
1591
Hamel Associates
New Jersey
$461K – – –
Edgewood Management
1592
Edgewood Management
Connecticut
$460K -$11.2K -180 -2%
WCM
1593
Windsor Capital Management
Arizona
$457K +$67.4K +1,085 +17%
KIC
1594
Keating Investment Counselors
Florida
$456K -$938K -15,090 -67%
KCPG
1595
Kavar Capital Partners Group
Kansas
$456K -$5.97K -96 -1%
CAI
1596
Capital Advisors Inc
Oklahoma
$456K +$29.6K +477 +7%
CCB
1597
Cutter & Co Brokerage
Missouri
$454K -$15.4K -248 -3%
IC
1598
Intersect Capital
California
$453K +$46.1K +742 +11%
AGA
1599
Accuvest Global Advisors
Utah
$451K -$135K -2,170 -23%
ECM
1600
Evergreen Capital Management
Washington
$450K +$28K +450 +7%
62 63
64
65 66