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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.3B +$292M +4,692,609 +2%
State Street
2
State Street
Massachusetts
$9.36B -$274M -4,407,035 -3%
Capital World Investors
3
Capital World Investors
California
$6.81B -$345M -5,545,751 -5%
BIT
4
BlackRock Institutional Trust
California
$6.04B -$54.6M -878,480 -0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.19B -$625M -10,062,841 -11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.26B -$75.4M -1,212,888 -2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$3.76B +$82.8M +1,331,994 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.74B +$296M +4,756,130 +9%
Bank of America
9
Bank of America
North Carolina
$3.2B +$22.8M +366,928 +0.7%
Northern Trust
10
Northern Trust
Illinois
$3.09B -$3.54M -56,960 -0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.69B -$98.7M -1,587,822 -4%
Franklin Resources
12
Franklin Resources
California
$2.66B +$41.6M +668,959 +2%
BFA
13
BlackRock Fund Advisors
California
$2.65B +$51.7M +832,523 +2%
Invesco
14
Invesco
Georgia
$2.28B -$11.8M -190,266 -0.5%
Ameriprise
15
Ameriprise
Minnesota
$2.26B +$59.1M +951,718 +3%
Norges Bank
16
Norges Bank
Norway
$2.09B +$134M +2,157,530 +7%
Morgan Stanley
17
Morgan Stanley
New York
$2.05B -$70.1M -1,127,923 -3%
BG
18
BlackRock Group
United Kingdom
$1.99B -$12.6M -202,222 -0.6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.9B -$26.8M -432,434 -1%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.87B -$55.7M -896,353 -3%
Dodge & Cox
21
Dodge & Cox
California
$1.73B +$88M +1,415,650 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$1.67B +$95.4M +1,535,953 +6%
Harris Associates
23
Harris Associates
Illinois
$1.63B -$183M -2,944,922 -10%
BA
24
BlackRock Advisors
Delaware
$1.62B -$117M -1,888,202 -7%
Boston Partners
25
Boston Partners
Massachusetts
$1.57B -$34.4M -553,022 -2%
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