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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 %
AWMS
1876
Advocacy Wealth Management Services
Georgia
$38K -$11.6K -188 -23%
AI
1877
ArchPoint Investors
Florida
$37K – – –
NHFG
1878
New Harbor Financial Group
Massachusetts
$37K +$37K +597 New
SA
1879
SRH Advisors
Kansas
$35K -$11.7K -187 -25%
IP
1880
Isthmus Partners
Wisconsin
$32K – – –
CP
1881
Corbenic Partners
Pennsylvania
$30K – – –
DOA
1882
D'Orazio & Associates
Virginia
$30K +$63 +1 +0.2%
YL
1883
YCG LLC
Texas
$29K – – –
RWG
1884
Regal Wealth Group
California
$28K +$122 +2 +0.4%
CG
1885
Cutler Group
California
$25K -$1.66M -27,167 -99%
CFN
1886
Cordasco Financial Network
Florida
$21K – – –
IF
1887
Ironwood Financial
Arizona
$21K – – –
HCM
1888
Herndon Capital Management
Georgia
$21K +$21K +337 New
SAM
1889
Solaris Asset Management
New York
$19K – – –
CA
1890
Commerzbank Aktiengesellschaft
Germany
$17.1K -$2.98K -47,981 -15%
SHJ
1891
Sharkey, Howes & Javer
Colorado
$16K – – –
AT
1892
Arden Trust
Delaware
$14.8K -$501 -8,061 -3%
NIA
1893
Northstar Investment Advisors
Colorado
$13K +$13K +3,426 New
GP
1894
GLG Partners
United Kingdom
$12K – – –
WI
1895
Wintrust Investments
Illinois
$9K +$9K +11,402 New
WCM
1896
Wealthcare Capital Management
Virginia
$8K +$750 +12 +10%
TCM
1897
TD Capital Management
Tennessee
$7K – – –
IR
1898
Invictus RG
Bermuda
$4K -$9.53K -143 -70%
RBC
1899
Roble Belko & Company
Pennsylvania
$4K – – –
CWM
1900
Cedar Wealth Management
California
$3K -$933 -14 -24%
74 75
76
77 78