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
$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 %
SFI
1726
SPC Financial Inc
Maryland
$271K +$37.3K +600 +16%
CCM
1727
Carlson Capital Management
Minnesota
$271K +$271K +4,363 New
CCM
1728
Cribstone Capital Management
Maine
$270K -$628K -10,098 -70%
CAG
1729
Crestwood Advisors Group
Massachusetts
$270K -$40.4K -650 -13%
CCA
1730
Conestoga Capital Advisors
Pennsylvania
$270K – – –
PAS
1731
Park Avenue Securities
New York
$269K -$145K -2,363 -35%
CCA
1732
Clearwater Capital Advisors
Illinois
$268K +$268K +4,449 New
Voloridge Investment Management
1733
Voloridge Investment Management
Florida
$265K -$21.1M -339,140 -99%
ORI
1734
Oak Ridge Investments
Illinois
$262K -$620 -10 -0.2%
HAIM
1735
Hunter Associates Investment Management
Pennsylvania
$260K – – –
FAM
1736
Formidable Asset Management
Ohio
$260K +$45.8K +715 +21%
CP
1737
Camelot Portfolios
Ohio
$259K +$6.79K +109 +3%
LCP
1738
Lombardia Capital Partners
California
$258K – – –
RWM
1739
Rench Wealth Management
Texas
$258K +$497 +8 +0.2%
BWA
1740
Burt Wealth Advisors
Maryland
$257K -$2.29K -37 -0.9%
HIC
1741
Hartline Investment Corp
Illinois
$256K – – –
IIM
1742
Ironwood Investment Management
Massachusetts
$256K – – –
NED
1743
Nancy E. Dempze
$255K – – –
ACM
1744
Alta Capital Management
Utah
$254K -$58.9K -950 -19%
CL
1745
Croft-Leominster
Maryland
$254K -$27.9K -450 -10%
TCM
1746
Towercrest Capital Management
Pennsylvania
$253K – – –
HPBT
1747
High Point Bank & Trust
North Carolina
$252K – – –
VC
1748
Vicus Capital
Pennsylvania
$252K +$1.3K +21 +0.5%
PSC
1749
Prentiss Smith & Co
Vermont
$251K -$29.7K -478 -11%
TGI
1750
Tradewinds Global Investors
California
$250K +$6.13K +99 +3%
68 69
70
71 72