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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 %
RFA
1826
Reilly Financial Advisors
California
$134K +$8.8K +142 +7%
PCTC
1827
Perkins Coie Trust Company
Washington
$134K +$12.4K +200 +10%
CFA
1828
CT Financial Advisors
Pennsylvania
$130K -$41K -660 -24%
VCM
1829
Vigilant Capital Management
Maine
$129K +$23.3K +376 +22%
ACM
1830
Argentus Capital Management
Texas
$127K -$17.6K -282 -12%
JGIA
1831
Jackson Grant Investment Advisers
Connecticut
$125K +$869 +14 +0.7%
CFS
1832
Commonwealth Financial Services
West Virginia
$124K -$29.1K -467 -19%
PCC
1833
Park Circle Company
Maryland
$118K – – –
WA
1834
Winfield Associates
Ohio
$113K -$1.74K -28 -2%
DPA
1835
Delphi Private Advisors
California
$109K -$15.5K -250 -12%
TCM
1836
Tanaka Capital Management
New York
$108K – – –
MWM
1837
MinichMacGregor Wealth Management
New York
$106K +$371 +6 +0.4%
BL
1838
Balentine LLC
Georgia
$104K -$80.6K -1,294 -44%
TCM
1839
Tradewinds Capital Management
Washington
$104K -$3.86K -62 -4%
HCM
1840
Horrell Capital Management
Arkansas
$97K – – –
RCM
1841
Riverhead Capital Management
Delaware
$96K -$27.6M -787,437 -100%
AIM
1842
Acrospire Investment Management
Illinois
$93K -$18.6K -300 -17%
AIS
1843
Accurate Investment Solutions
Pennsylvania
$93K +$10.3K +165 +12%
PFO
1844
Pathstone Family Office
New Jersey
$92K +$12.4K +200 +16%
PCP
1845
Proficio Capital Partners
Massachusetts
$90K +$39.3K +613 +78%
TJHA
1846
Thomas J. Herzfeld Advisors
Florida
$90K +$42.7K +686 +90%
TFO
1847
Tarbox Family Office
California
$88K -$374 -6 -0.4%
RFWA
1848
RPg Family Wealth Advisory
Massachusetts
$83.3K -$15.5K -249 -16%
MSFP
1849
Mark Sheptoff Financial Planning
Connecticut
$83K +$3.63K +58 +5%
ACM
1850
Americafirst Capital Management
California
$81.8K +$81.8K +1,317 New
72 73
74
75 76