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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
1651
Broadview Advisors
Wisconsin
$364K -$445K -7,150 -55%
DW
1652
Domani Wealth
Pennsylvania
$364K -$45K -724 -11%
PIM
1653
Provident Investment Management
Michigan
$364K – – –
OAM
1654
Oberweis Asset Management
Illinois
$362K +$311 +5 +0.1%
I2I
1655
Insight 2811 Inc
Illinois
$362K +$90.3K +1,454 +33%
MWP
1656
Moller Wealth Partners
$361K +$361K +5,802 New
NCMG
1657
NCM Capital Management Group
North Carolina
$360K -$9.33K -150 -3%
PHK
1658
Point72 Hong Kong
Hong Kong
$360K +$348K +5,600 +2,800%
MC
1659
Marcus Capital
Illinois
$357K – – –
HCC
1660
Hirtle Callaghan & Co
Pennsylvania
$352K -$9.31K -150 -3%
REMPR
1661
Roof Eidam Maycock Peralta (REMP)
California
$351K – – –
IR
1662
IAT Reinsurance
New York
$351K – – –
AWA
1663
ARS Wealth Advisors
Florida
$350K – – –
SAM
1664
SignalPoint Asset Management
Missouri
$348K +$62 +1 +0%
SIM
1665
Sonora Investment Management
Arizona
$347K -$15.8K -254 -4%
HK
1666
Horizon Kinetics
New York
$343K +$30.6K +492 +10%
SAM
1667
Sunnymeath Asset Management
New Jersey
$341K – – –
WIA
1668
Westbourne Investment Advisors
Maryland
$341K +$24.9K +400 +8%
AWM
1669
Affinity Wealth Management
Delaware
$340K – – –
WMC
1670
Westwood Management Corporation
Illinois
$339K -$143K -2,300 -30%
HI
1671
HBK Investments
Texas
$339K +$60.3K +970 +22%
NYLT
1672
New York Life Trust
New York
$338K -$53.9K -868 -14%
PAA
1673
Peregrine Asset Advisers
Oregon
$336K +$12.4K +200 +4%
BAM
1674
Bruderman Asset Management
New York
$331K +$9.51K +153 +3%
BOS
1675
Bingham Osborn & Scarborough
California
$329K +$27.6K +444 +9%
65 66
67
68 69