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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 %
WC
1626
Wexford Capital
Florida
$400K -$7.9M -127,118 -95%
CAW
1627
Cornerstone Advisors (Washington)
Washington
$398K -$1.49K -24 -0.4%
NCM
1628
Northroad Capital Management
New York
$397K -$19.9K -321 -5%
NCM
1629
Northside Capital Management
Oregon
$397K +$20.3K +327 +5%
BFA
1630
Beaumont Financial Advisors
Massachusetts
$397K +$97.2K +1,564 +32%
CI
1631
Cambiar Investors
Colorado
$394K -$14.9K -239 -4%
BA
1632
BKS Advisors
Michigan
$394K – – –
MJRIC
1633
Mogy Joel R Investment Counsel
California
$394K – – –
AIA
1634
Allegis Investment Advisors
Idaho
$389K +$4.11K +67 +1%
RMCM
1635
Reynders McVeigh Capital Management
Massachusetts
$382K -$161K -2,590 -30%
MIC
1636
Meridian Investment Counsel
California
$380K +$57.5K +925 +18%
MCA
1637
Morris Capital Advisors
Pennsylvania
$379K -$8.95K -144 -2%
CGL
1638
Clarius Group LLC
Washington
$379K +$8.2K +132 +2%
AP
1639
AHL Partners
United Kingdom
$379K +$32.7K +526 +9%
KFA
1640
Kelleher Financial Advisors
New York
$378K -$41.8K -675 -10%
RHDIC
1641
R.H. Dinel Investment Counsel
California
$377K – – –
KPCM
1642
Kings Point Capital Management
New York
$377K +$18.6K +300 +5%
FWM
1643
Focused Wealth Management
New York
$376K +$179K +2,889 +91%
CCMW
1644
Cypress Capital Management (Wyoming)
Wyoming
$375K -$63.3K -1,018 -14%
AP
1645
Atwood & Palmer
Missouri
$374K – – –
TT
1646
Tiedemann Trust
Delaware
$372K -$146K -2,349 -28%
MSU
1647
Mizuho Securities USA
New York
$372K +$372K +5,985 New
AAM
1648
Augustine Asset Management
Florida
$369K – – –
OWP
1649
Obermeyer Wealth Partners
Colorado
$366K +$46.6K +750 +15%
BIG
1650
Bellwether Investment Group
Tennessee
$365K +$365K +5,868 New
64 65
66
67 68