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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 %
CCMD
1801
Cypress Capital Management (Delaware)
Delaware
$206K +$206K +3,322 New
DAM
1802
Doheny Asset Management
California
$205K -$40.4K -650 -16%
SAMT
1803
Select Asset Management & Trust
Pennsylvania
$202K +$202K +3,258 New
CM
1804
Cornerstone Management
Georgia
$201K +$201K +3,239 New
VNA
1805
Valley National Advisers
Pennsylvania
$201K +$6.84K +110 +4%
MCM
1806
Millie Capital Management
California
$201K +$201K +3,240 New
BBNB
1807
Baker Boyer National Bank
Washington
$201K +$201K +3,241 New
SRSA
1808
S.R. Schill & Associates
Washington
$200K +$200K +3,224 New
SEIA
1809
Signature Estate & Investment Advisors
California
$197K +$197K +3,167 New
CWM
1810
Cranbrook Wealth Management
Michigan
$196K – – –
VIMU
1811
Veritas Investment Management (UK)
United Kingdom
$188K – – –
VCM
1812
Versant Capital Management
Arizona
$183K -$1.12K -18 -0.6%
CIA
1813
Cascade Investment Advisors
Oregon
$183K +$183K +2,940 New
CYG
1814
Clean Yield Group
Vermont
$177K – – –
GAM
1815
Gemmer Asset Management
California
$173K +$2.93K +47 +2%
LOCC
1816
Lombard Odier & Cie (Canada)
Quebec, Canada
$169K – – –
BC
1817
Barnett & Company
Tennessee
$163K – – –
SIG
1818
Stanford Investment Group
California
$161K +$5.27K +85 +3%
PFS
1819
Physicians Financial Services
North Carolina
$151K +$16.5K +265 +12%
BBPWM
1820
Blue Bell Private Wealth Management
Pennsylvania
$150K -$20K -320 -12%
LOT
1821
Lombard Odier Transatlantic
Quebec, Canada
$150K – – –
AF
1822
Allworth Financial
California
$148K +$1.92K +31 +1%
SI
1823
Sentry Investments
Ontario, Canada
$147K -$20.4K -328,600 -12%
CLM
1824
ClearBridge LLC (Maryland)
Maryland
$144K +$144K +2,320 New
SC
1825
SRB Corp
Massachusetts
$139K -$9.47K -152 -6%
71 72
73
74 75