JPMorgan Chase
JPM
1,911 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, 786 increasing their positions, 802 reducing their positions, and 78 closing their positions.
29% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 78
8% more funds holding in top 10
Funds holding in top 10: 316 → 340 (+24)
4% more capital invested
Capital invested by funds: $161B → $167B (+$6.03B)
0% more funds holding
Funds holding: 1,907 → 1,911 (+4)
0.48% less ownership
Funds ownership: 73.98% → 73.5% (-0.48%)
2% less repeat investments, than reductions
Existing positions increased: 786 | Existing positions reduced: 802
8% less call options, than puts
Call options by funds: $2.42B | Put options by funds: $2.62B
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 |
Fidelity Investments
Boston,
Massachusetts
|
-$629M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$346M |
| 3 |
State Street
Boston,
Massachusetts
|
-$275M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$184M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$169M |
JPM Hedge Fund Activity: Q2 2016 in Review
1,911 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2016, worth a combined $167B — up 3.7% from $161B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new JPM positions and 78 closed out — a net gain of 23 holders — while 786 added to existing stakes and 802 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $297M. The largest seller was Fidelity Investments, cutting an estimated $629M.
- 1,911 institutional investors held JPMorgan Chase (JPM) as of Q2 2016, up from 1,907 in Q1 2016.
- Funds reported $167B of JPMorgan Chase stock for Q2 2016, up 3.7% quarter-over-quarter.
- 101 funds opened new JPMorgan Chase positions in Q2 2016 and 78 closed out, a net change of +23 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 Fidelity Investments, an estimated $629M sold.
Based on aggregated 13F filings for Q2 2016.