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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
$3.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
Capital World Investors
California
$6.81B
4
State Street
State Street
Massachusetts
$9.36B
5
Harris Associates
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1701
Anchor Capital Advisors
Massachusetts
$305K -$10.9K -175 -3%
EBSAM
1702
Eubel Brady & Suttman Asset Management
Ohio
$305K -$8.39K -135 -3%
PG
1703
Proffitt & Goodson
Tennessee
$302K – – –
VIA
1704
Vantage Investment Advisors
Pennsylvania
$302K +$613 +10 +0.2%
UAS
1705
United Asset Strategies
New York
$301K +$20.1K +324 +7%
DWM
1706
Destination Wealth Management
California
$301K +$35.3K +568 +13%
LRIC
1707
Long Road Investment Counsel
Michigan
$300K – – –
DAS
1708
Dynamic Advisor Solutions
Arizona
$298K -$44K -707 -13%
CRCP
1709
Copper Rock Capital Partners
Massachusetts
$295K +$295K +4,753 New
B
1710
Bellecapital
Switzerland
$293K – – –
MTC
1711
McDaniel Terry & Co
Texas
$293K +$293K +4,710 New
SIM
1712
Sadoff Investment Management
Wisconsin
$290K – – –
FPFS
1713
First Personal Financial Services
North Carolina
$288K +$114K +1,836 +66%
LI
1714
LVZ Inc
Michigan
$287K – – –
IT
1715
Independence Trust
Tennessee
$285K – – –
ACM
1716
Alethea Capital Management
Washington
$280K +$31.1K +500 +13%
RCA
1717
Rex Capital Advisors
Rhode Island
$278K -$193K -3,099 -41%
PRHC
1718
P.R. Herzig & Co
New York
$278K – – –
WA
1719
Waverly Advisors
Alabama
$278K +$13.4K +215 +5%
RSVP
1720
Ramsay Stattman Vela & Price
Colorado
$277K – – –
CRC
1721
Curi RMB Capital
Illinois
$276K +$13.5K +217 +5%
ARMC
1722
American Research & Management Company
Massachusetts
$275K – – –
HWA
1723
Heritage Wealth Advisors
Virginia
$273K +$273K +4,382 New
MA
1724
Marshwinds Advisory
Georgia
$272K +$622 +10 +0.2%
VWM
1725
Vector Wealth Management
Minnesota
$271K +$6.03K +97 +2%
67 68
69
70 71