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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 %
BCMIO
1901
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
MDCM
1902
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +48 New
FHC
1903
First Heartland Consultants
Missouri
$1.7K +$96 +1,539 +6%
PRCM
1904
Pine River Capital Management
Minnesota
$963 – – –
CCM
1905
Cutler Capital Management
Massachusetts
$155 -$372 -6,000 -71%
Susquehanna International Group
1906
Susquehanna International Group
Pennsylvania
– -$72.4M -1,222,492 Closed
Janney Montgomery Scott
1907
Janney Montgomery Scott
Pennsylvania
– -$32.6M -551,138 Closed
SCM
1908
Sirios Capital Management
Massachusetts
– -$17.6M -297,475 Closed
VAM
1909
Vontobel Asset Management
New York
– -$14.1M -237,672 Closed
Marshall Wace
1910
Marshall Wace
United Kingdom
– -$13.1M -220,956 Closed
PWAG
1911
Polaris Wealth Advisory Group
California
– -$12.6M -212,694 Closed
Ninety One (UK)
1912
Ninety One (UK)
United Kingdom
– -$12.5M -211,127 Closed
AG
1913
Artal Group
Luxembourg
– -$11.8M -200,000 Closed
CIC
1914
Cornercap Investment Counsel
Georgia
– -$8.93M -150,787 Closed
Parallax Volatility Advisers
1915
Parallax Volatility Advisers
California
– -$7.45M -125,857 Closed
IIM
1916
Ivory Investment Management
New York
– -$7.1M -119,938 Closed
SCM
1917
Suffolk Capital Management
New York
– -$6.36M -107,422 Closed
MF
1918
Magnetar Financial
Illinois
– -$5.95M -100,512 Closed
CG
1919
Clinton Group
New York
– -$5.01M -84,580 Closed
OA
1920
Oxbow Advisors
Texas
– -$4.64M -78,388 Closed
SCP
1921
Scoria Capital Partners
Connecticut
– -$4.54M -76,700 Closed
SRCM
1922
Sterling Ridge Capital Management
New York
– -$4.36M -73,646 Closed
HMC
1923
Harvard Management Company
Massachusetts
– -$3.94M -66,526 Closed
AL
1924
Airain Ltd
Guernsey
– -$3.61M -60,900 Closed
ST
1925
Spot Trading
Illinois
– -$3.29M -55,601 Closed
75 76
77
78 79