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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 %
IWC
1751
Integrated Wealth Counsel
California
$249K – – –
SNBOSD
1752
Security National Bank of So Dak
Iowa
$249K – – –
HCM
1753
Harvey Capital Management
Florida
$248K -$310K -5,000 -56%
FC
1754
Financial Consulate
Maryland
$248K +$3.98K +64 +2%
EA
1755
Elm Advisors
California
$248K +$248K +3,993 New
HIS
1756
Horizon Investment Services
Indiana
$247K +$21.6K +348 +10%
WCF
1757
West Coast Financial
California
$247K +$247K +3,969 New
MWM
1758
Modera Wealth Management
New Jersey
$245K +$245K +3,947 New
SS
1759
Simplicity Solutions
Minnesota
$244K +$17.8K +286 +8%
HF
1760
HRT Financial
New York
$243K – – –
WA
1761
WealthTrust Axiom
Pennsylvania
$242K – – –
QC
1762
QCM Cayman
Texas
$242K +$242K +3,900 New
BWM
1763
Baystate Wealth Management
Massachusetts
$239K -$1.8K -29 -0.7%
IWA
1764
Intercontinental Wealth Advisors
Texas
$239K -$806 -13 -0.3%
DWM
1765
Darwin Wealth Management
Florida
$239K +$239K +3,850 New
FCMC
1766
Founders Capital Management (Connecticut)
Connecticut
$238K +$1.43K +23 +0.6%
CRIG
1767
Charter Research & Investment Group
Connecticut
$236K -$74.6K -1,200 -24%
NEPPG
1768
New England Professional Planning Group
Rhode Island
$236K – – –
DE
1769
Day & Ennis
Georgia
$235K – – –
CC
1770
Cornerstone Capital
California
$235K +$2.61K +42 +1%
FMA
1771
FNY Managed Accounts
New York
$233K +$152K +2,446 +188%
FGP
1772
Foyston, Gordon, & Payne
Ontario, Canada
$233K – – –
EIA
1773
Edgemoor Investment Advisors
Maryland
$230K – – –
CPS
1774
Counsel Portfolio Services
Ontario, Canada
$230K – – –
IIC
1775
Ironwood Investment Counsel
Arizona
$227K -$110K -1,761 -33%
69 70
71
72 73