JPM icon

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 %
WDA
1676
Wendell David Associates
New Hampshire
$328K -$52K -840 -14%
BCM
1677
Brookstone Capital Management
Illinois
$328K -$20.5K -330 -6%
DDC
1678
DF Dent & Co
Maryland
$321K -$10.7K -172 -3%
AWA
1679
Arete Wealth Advisors
Illinois
$320K -$102K -1,642 -24%
PHAM
1680
Palisades Hudson Asset Management
Florida
$320K -$15.5K -250 -5%
NFG
1681
Nadler Financial Group
Illinois
$320K +$871 +14 +0.3%
PAG
1682
Pinnacle Advisory Group
Maryland
$320K +$9.94K +160 +3%
BWP
1683
BSW Wealth Partners
Colorado
$319K -$1.37K -22 -0.4%
WA1
1684
Wimmer Associates 1
California
$319K +$311 +5 +0.1%
HR
1685
Howe & Rusling
New York
$317K -$3.54K -57 -1%
PCM
1686
Pointe Capital Management
Michigan
$316K – – –
NHC
1687
Nicholas Hoffman & Company
Georgia
$316K +$316K +5,089 New
QIM
1688
Quantitative Investment Management
Virginia
$316K +$316K +5,100 New
LCM
1689
Lucas Capital Management
New Jersey
$313K -$25.6K -412 -8%
BHA
1690
Beech Hill Advisors
New York
$312K – – –
HPWM
1691
Highland Private Wealth Management
Washington
$310K -$809 -13 -0.3%
CHP
1692
Cable Hill Partners
Oregon
$309K -$2.45K -40 -0.8%
PCMC
1693
Paragon Capital Management (Colorado)
Colorado
$309K – – –
EAM
1694
Evanson Asset Management
California
$309K +$1.12K +18 +0.4%
BRA
1695
Bender Robert & Associates
California
$308K -$10.6K -170 -3%
RVPG
1696
Relative Value Partners Group
$308K – – –
MCM
1697
MV Capital Management
Maryland
$308K +$33.7K +543 +12%
SWK
1698
Stephen W. Kidder
$307K +$34.5K +555 +13%
WG
1699
Welch Group
Alabama
$306K -$21.2K -342 -6%
QCMC
1700
Quantum Capital Management (California)
California
$305K -$45.2K -727 -13%
66 67
68
69 70