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
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 %
AC
176
Alleghany Corporation
New York
$108M – – –
DC
177
Davenport & Co
Virginia
$108M +$552K +8,883 +0.5%
HTC
178
Haverford Trust Company
Pennsylvania
$106M +$59.2K +952 +0.1%
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$105M -$1.75M -28,172 -2%
Nuveen Asset Management
180
Nuveen Asset Management
Illinois
$105M +$54.5M +876,660 +108%
CCMH
181
Cornerstone Capital Management Holdings
New York
$105M -$1.21M -19,496 -1%
GA
182
Geneva Advisors
Illinois
$104M +$2.3M +37,040 +2%
VFA
183
Virtus Fund Advisers
Connecticut
$101M -$11.1M -179,992 -10%
GT
184
Glenmede Trust
Pennsylvania
$99.4M -$25.8M -415,902 -21%
ACI
185
AMP Capital Investors
Australia
$98.5M +$17.4K +285 +0%
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$97.4M +$3.64M +58,498 +4%
HNB
187
Huntington National Bank
Ohio
$91.3M +$15M +241,085 +20%
TGA
188
Trilogy Global Advisors
Florida
$91.2M -$7.76M -124,837 -8%
JWBC
189
John W. Bristol & Co
New York
$91M -$4.74M -76,267 -5%
AG
190
Aperio Group
California
$90.7M +$3.72M +59,832 +4%
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$88M +$2.34M +37,667 +3%
EAM
192
Eagle Asset Management
Florida
$86.9M +$23.1M +371,541 +36%
FI
193
Focused Investors
California
$86.4M -$1.39M -22,400 -2%
SB
194
Suntrust Banks
Georgia
$86.3M +$2.29M +36,869 +3%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$85.7M +$2.57M +41,323 +3%
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
$85.6M -$141M -2,275,748 -62%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$84.8M +$1.29M +20,714 +2%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$84.8M -$100M -1,614,530 -54%
Comerica Bank
199
Comerica Bank
Texas
$84.6M -$1.35M -20,565 -2%
SEI Investments
200
SEI Investments
Pennsylvania
$83.5M +$5.01M +80,550 +6%
6 7
8
9 10