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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 %
GJCM
1776
Grand Jean Capital Management
California
$227K +$227K +3,650 New
TFCP
1777
Twin Focus Capital Partners
Massachusetts
$226K -$45K -724 -17%
MKC
1778
M. Kraus & Co
Vermont
$226K – – –
HPIA
1779
Hamilton Point Investment Advisors
North Carolina
$226K – – –
ST
1780
Sabal Trust
Florida
$224K +$224K +3,610 New
MWM
1781
Merriman Wealth Management
Washington
$220K +$220K +3,533 New
BFG
1782
Beacon Financial Group
Texas
$219K -$23K -375 -9%
C
1783
CFO4Life
Texas
$219K +$62 +1 +0%
YMRC
1784
Yorktown Management & Research Company
Virginia
$217K – – –
TFF
1785
The Family Firm
Maryland
$217K +$684 +11 +0.3%
WI
1786
Wedgewood Investors
Pennsylvania
$216K – – –
PRS
1787
Pinkerton Retirement Specialists
Idaho
$216K +$212K +3,425 +5,905%
FMP
1788
Financial Management Professionals
Texas
$215K +$22.4K +363 +12%
SFS
1789
Summit Financial Strategies
Ohio
$213K – – –
KFS
1790
Kurt F. Somerville
$213K – – –
HHAM
1791
HITE Hedge Asset Management
Massachusetts
$211K – – –
TA
1792
Teton Advisors
New York
$211K – – –
WRM
1793
Weybosset Research & Management
Rhode Island
$210K +$210K +3,376 New
CSS
1794
Cubist Systematic Strategies
Connecticut
$209K -$1.48M -23,896 -88%
SIG
1795
Sky Investment Group
Connecticut
$209K -$47K -755 -18%
VHAM
1796
Van Hulzen Asset Management
California
$209K – – –
HKIM
1797
Hayek Kallen Investment Management
Alabama
$209K +$209K +3,365 New
NPPM
1798
North Point Portfolio Managers
Ohio
$209K +$209K +3,368 New
UBV
1799
United Bank (Virginia)
Virginia
$209K +$209K +3,373 New
GWS
1800
Glassman Wealth Services
Virginia
$208K – – –
70 71
72
73 74