JPM icon

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
T. Rowe Price Associates
Maryland
$3.74B
2
Vanguard Group
Vanguard Group
Pennsylvania
$14.3B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$222M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$603M
5
Deutsche Bank
Deutsche Bank
Germany
$1.24B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$81.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.19B
3
Capital World Investors
Capital World Investors
California
$6.81B
4
State Street
State Street
Massachusetts
$9.36B
5
Harris Associates
Harris Associates
Illinois
$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
1951
Capstone Investment Advisors
New York
– -$581K -9,818 Closed
IC
1952
IKOS CIF
Cyprus
– -$564K -9,605 Closed
LAM
1953
Lingohr Asset Management
Germany
– -$550K -9,220 Closed
LA
1954
Lucus Advisors
New York
– -$520K -8,776 Closed
ID
1955
Integral Derivatives
New York
– -$463K -7,814 Closed
ACC
1956
Accident Compensation Corp
New Zealand
– -$444K -7,500 Closed
SC
1957
Searle & Co
Connecticut
– -$441K -7,369 Closed
TNAM
1958
Terra Nova Asset Management
New York
– -$432K -7,295 Closed
SFM
1959
Signet Financial Management
New Jersey
– -$381K -6,441 Closed
FNYS
1960
First New York Securities
New York
– -$355K -6,000 Closed
F
1961
Filament
Washington
– -$336K -5,670 Closed
DCM
1962
Dynamic Capital Management
Jersey
– -$332K -5,600 Closed
ZA
1963
Zazove Associates
Nevada
– -$296K -5,000 Closed
VAM
1964
Visionary Asset Management
Texas
– -$246K -4,157 Closed
WCM
1965
Westend Capital Management
California
– -$237K -4,000 Closed
HBWM
1966
Hollow Brook Wealth Management
New York
– -$231K -3,901 Closed
SHWM
1967
Smith & Howard Wealth Management
Georgia
– -$228K -3,846 Closed
FWP
1968
FAS Wealth Partners
Kansas
– -$208K -3,511 Closed
MTIM
1969
Marathon Trading Investment Management
Pennsylvania
– -$206K -3,477 Closed
SCA
1970
Salient Capital Advisors
Texas
– -$202K -3,417 Closed
NA
1971
Nottingham Advisors
New York
– -$206K -3,126 Closed
DLHL
1972
Donald L. Hagan LLC
Florida
– -$154K -2,599 Closed
HCP
1973
Holt Capital Partners
Texas
– -$96K -1,620 Closed
AP
1974
Advisors Preferred
Maryland
– -$60K -1,020 Closed
TFA
1975
Transamerica Financial Advisors
Florida
– -$39K -650 Closed
76 77 78
79
80