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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 %
PWM
1851
Perigon Wealth Management
California
$81K -$12.4K -200 -13%
CAL
1852
Capital Advisors Ltd
Ohio
$80K -$5.26K -85 -6%
SGAM
1853
Smith Group Asset Management
Texas
$78K -$34.4K -556 -31%
AOWM
1854
Alpha Omega Wealth Management
Virginia
$78K – – –
AAC
1855
Asset Advisors Corp
Georgia
$77K +$12.5K +200 +19%
TCCM
1856
Timber Creek Capital Management
Massachusetts
$75K – – –
LWA
1857
Lenox Wealth Advisors
New York
$75K – – –
WAS
1858
Winch Advisory Services
Wisconsin
$75K +$2.87K +46 +4%
CFA
1859
Camarda Financial Advisors
Florida
$72K +$47.1K +761 +189%
RPG
1860
Risk Paradigm Group
Texas
$69.2K – – –
AA
1861
AlphaMark Advisors
Kentucky
$66K – – –
MUS
1862
Mitsubishi UFJ Securities
Japan
$64K +$64K +1,030 New
BC
1863
Blackhill Capital
New Jersey
$62K – – –
TIM
1864
Tortoise Investment Management
New York
$58K -$55.1K -882 -49%
SCA
1865
Stuart Chaussee & Associates
California
$57K – – –
KLI
1866
Kelman-Lazarov Inc
Tennessee
$56.7K – – –
NC
1867
NewSquare Capital
Pennsylvania
$56K -$7.26K -116 -11%
TWMP
1868
Taylor Wealth Management Partners
Massachusetts
$56K – – –
OAJ
1869
Ogorek Anthony Joseph
New York
$53K – – –
PO
1870
Private Ocean
California
$46K – – –
BCFS
1871
Butensky & Cohen Financial Security
Florida
$44K – – –
GS
1872
GAM Systematic
United Kingdom
$43K +$43K +692 New
JSAM
1873
J. Safra Asset Management
New York
$42K -$354K -5,758 -89%
HWP
1874
Hefty Wealth Partners
Indiana
$40K +$6.36K +104 +19%
FPTW
1875
Franklin, Parlapiano, Turner & Welch
Texas
$40K +$9.86K +159 +33%
73 74
75
76 77