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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 %
BPM
1926
Bronson Point Management
Connecticut
– -$2.96M -50,000 Closed
CIM
1927
Calvert Investment Management
Maryland
– -$2.95M -49,800 Closed
HT
1928
HAP Trading
New York
– -$2.68M -45,232 Closed
GPC
1929
Glacier Peak Capital
Washington
– -$2.48M -41,950 Closed
LP
1930
LMR Partners
United Kingdom
– -$2.43K -41,028 Closed
BCM
1931
Beck Capital Management
Texas
– -$2.42M -40,785 Closed
AIM
1932
ARGA Investment Management
Connecticut
– -$2.35M -39,600 Closed
SCM
1933
Stanley Capital Management
Texas
– -$2.28M -38,465 Closed
VIA
1934
Vident Investment Advisory
Georgia
– -$2.22K -37,414 Closed
CI
1935
Cowen Inc
New York
– -$2.13M -36,000 Closed
Squarepoint
1936
Squarepoint
New York
– -$1.69M -28,565 Closed
QAM
1937
Quantres Asset Management
Cayman Islands
– -$1.63M -27,600 Closed
WAM
1938
Wolverine Asset Management
Illinois
– -$1.63M -27,510 Closed
MLL
1939
Moody Lynn & Lieberson
Massachusetts
– -$1.58M -26,688 Closed
PAM
1940
PartnerRe Asset Management
Connecticut
– -$1.47M -24,883 Closed
LI
1941
Longer Investments
Arkansas
– -$1.4M -23,575 Closed
QT
1942
Quantbot Technologies
New York
– -$1.32M -22,357 Closed
KC
1943
Kingfisher Capital
North Carolina
– -$1.3M -21,917 Closed
DAM
1944
Deltec Asset Management
New York
– -$1.29M -21,825 Closed
GCA
1945
Gideon Capital Advisors
New York
– -$1.22M -20,539 Closed
FI
1946
FormulaFolio Investments
Michigan
– -$1.17M -19,701 Closed
CAAS
1947
Capital Asset Advisory Services
Michigan
– -$1.16M -19,503 Closed
IIA
1948
IPG Investment Advisors
California
– -$709K -11,972 Closed
BGDI
1949
BW Gestao de Investimentos
Brazil
– -$645K -10,900 Closed
TSS
1950
Two Sigma Securities
New York
– -$627K -10,585 Closed
76 77
78
79 80