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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 %
VNA
1601
VNBTrust National Association
Virginia
$449K -$931 -15 -0.2%
CA
1602
Cambridge Advisors
Nebraska
$449K +$2.61K +42 +0.6%
CA
1603
Cornerstone Advisory
Maryland
$447K -$36K -580 -7%
TNB
1604
Thomasville National Bank
Georgia
$445K -$19.3K -310 -4%
SMC
1605
Smith, Moore & Co
Missouri
$445K +$42.1K +677 +10%
AW
1606
Alpha Windward
Massachusetts
$443K +$59.7K +962 +16%
BIAS
1607
Beacon Investment Advisory Services
New Jersey
$441K +$17.4K +280 +4%
LNB
1608
Ledyard National Bank
$440K -$8.39K -135 -2%
CAM
1609
Concorde Asset Management
Michigan
$440K +$202K +3,245 +85%
WCM
1610
Weik Capital Management
Pennsylvania
$438K – – –
SIC
1611
SFE Investment Counsel
California
$437K -$18.7K -300 -4%
EWA
1612
Exencial Wealth Advisors
Oklahoma
$436K +$436K +7,022 New
CA
1613
Cornerstone Advisors
North Carolina
$435K -$5.05M -81,332 -92%
AF
1614
Affiance Financial
Minnesota
$431K – – –
CBT
1615
Central Bank & Trust
Kentucky
$431K +$83.5K +1,346 +24%
Members Trust
1616
Members Trust
Florida
$425K +$425K +6,836 New
LCM
1617
Logan Capital Management
Pennsylvania
$417K -$1.06M -17,100 -72%
GC
1618
Gratry & Company
Ohio
$416K -$21.1K -340 -5%
WDL
1619
Well Done LLC
Michigan
$416K -$8.58K -138 -2%
IAA
1620
Ironsides Asset Advisors
North Carolina
$411K -$536K -8,621 -57%
GSBTD
1621
Glenview State Bank Trust Department
Illinois
$411K +$41.8K +673 +11%
FFA
1622
First Foundation Advisors
California
$407K -$340K -5,471 -46%
HH
1623
Hilltop Holdings
Texas
$406K -$34K -547 -8%
FNBSF
1624
First National Bank Sioux Falls
South Dakota
$405K +$2.23K +36 +0.6%
EP
1625
Elkhorn Partners
Nebraska
$404K – – –
63 64
65
66 67