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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
1
T. Rowe Price Associates
Maryland
$3.74B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
3
Capital World Investors
California
$6.81B
4
State Street
4
State Street
Massachusetts
$9.36B
5
Harris Associates
5
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
151
HL Financial Services
Kentucky
$143M +$3.45M +55,445 +2%
AII
152
AGF Investments Inc
Ontario, Canada
$141M +$6.15M +98,947 +5%
HA
153
Homestead Advisers
Virginia
$140M – – –
Aristotle Capital Management
154
Aristotle Capital Management
California
$140M -$2.35M -37,776 -2%
PAMU
155
Pictet Asset Management (UK)
United Kingdom
$139M -$1.74M -26,694 -1%
LCS
156
Levin Capital Strategies
New York
$138M +$468K +7,524 +0.3%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$138M -$1.83M -29,443 -1%
Bessemer Group
158
Bessemer Group
New Jersey
$136M -$65.6K -1,055 -0%
AAM
159
Aberdeen Asset Management
United Kingdom
$135M -$2.29M -36,854 -2%
GTP
160
Global Thematic Partners
New York
$130M +$130M +2,090,792 New
BGC
161
Beutel, Goodman & Co
Ontario, Canada
$130M +$6.15M +128,679 +5%
Loomis, Sayles & Company
162
Loomis, Sayles & Company
Massachusetts
$128M -$10.3M -165,980 -7%
National Pension Service
163
National Pension Service
South Korea
$128M +$12.8M +205,443 +11%
RFC
164
Regions Financial Corp
Alabama
$127M -$148K -2,386 -0.1%
CI
165
Cincinnati Insurance
Ohio
$125M – – –
VIP
166
Vantage Investment Partners
Missouri
$122M +$1.55M +25,000 +1%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$118M -$1.74M -27,984 -1%
AAMU
168
AEGON Asset Management (UK)
United Kingdom
$117M +$12.7M +205,024 +12%
CIP
169
Cornerstone Investment Partners
Georgia
$117M -$37.7M -606,284 -24%
UIM
170
USS Investment Management
United Kingdom
$112M – – –
CB
171
Cooke & Bieler
Pennsylvania
$112M +$4.85M +78,106 +5%
AACR
172
ACR Alpine Capital Research
Missouri
$111M +$3.44M +55,407 +3%
SCM
173
Smead Capital Management
Arizona
$109M -$6.92M -111,333 -6%
CGT
174
Capital Guardian Trust
California
$109M -$2.12M -34,044 -2%
NIMC
175
NWQ Investment Management Company
California
$109M -$16.2M -260,649 -13%
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