JPMorgan Chase
JPM
1,910 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, 784 increasing their positions, 803 reducing their positions, and 77 closing their positions.
31% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 77
8% more funds holding in top 10
Funds holding in top 10: 316 → 340 (+24)
5% more capital invested
Capital invested by funds: $159B → $167B (+$8.01B)
0% more funds holding
Funds holding: 1,905 → 1,910 (+5)
2% less repeat investments, than reductions
Existing positions increased: 784 | Existing positions reduced: 803
8% less call options, than puts
Call options by funds: $2.42B | Put options by funds: $2.62B
1.89% less ownership
Funds ownership: 75.41% → 73.52% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$297M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$293M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$223M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$165M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.24B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$629M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$346M |
| 4 |
State Street
Boston,
Massachusetts
|
-$275M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$184M |
JPM Hedge Fund Activity: Q2 2016 in Review
1,910 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2016, worth a combined $167B — up 5% from $159B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new JPM positions and 77 closed out — a net gain of 24 holders — while 784 added to existing stakes and 803 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $297M. The largest seller was Royal London Asset Management, cutting an estimated $3.24B.
- 1,910 institutional investors held JPMorgan Chase (JPM) as of Q2 2016, up from 1,905 in Q1 2016.
- Funds reported $167B of JPMorgan Chase stock for Q2 2016, up 5% quarter-over-quarter.
- 101 funds opened new JPMorgan Chase positions in Q2 2016 and 77 closed out, a net change of +24 holders.
- The largest JPMorgan Chase buyer in Q2 2016 was T. Rowe Price Associates, an estimated $297M added.
- The largest JPMorgan Chase seller in Q2 2016 was Royal London Asset Management, an estimated $3.24B sold.
Based on aggregated 13F filings for Q2 2016.