JPMORGAN CHASE & COMPANY

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Jpmorgan Chase & Company is based out of New York. Their last reported 13F filing for Q2 2016 included $401,037,468,000 in managed 13F securities and a top 10 holdings concentration of 15.87%. Jpmorgan Chase & Company's largest holding is SPDR S&P 500 ETF Index Depositary Receipts with shares held of 119,824,746. WhaleWisdom has at least 68 13Fs, 1198 13D/G filings and 336 insider transactions (Form 3,4,5) in our database for Jpmorgan Chase & Company.

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06/30/2016

13F Activity

  • Market Value$401,037,468,000
  • Prior Market Value$390,667,256,000
  • New Purchases575 stocks
  • Additional Purchases2076 stocks
  • Sold out of483 stocks
  • Reduced holdings in1743 stocks
  • Top 10 Holdings %15.87%
  • Turnover % [1]:22.06%
  • Turnover Alt % [2]:9.20%
  • Avg. Length Held Top20:14.40 quarters
  • Avg. Length Held Top10:13.50 quarters
  • Avg. Length Held All:20.58 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2016

13F Sector Allocation Over Time

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Market Value Over Time

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Portfolio Performance

Top 20 equal-weighted holdings. Last updated on 2016-08-20

Performance for Q2 2016: 2.42%
Performance Last 4 Quarters: 9.25%
Performance Metrics
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13F Filings Available:
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR/A (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
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Schedule 13D and 13G events since 06/30/2016

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Form 4 - Non-derivative Insider Transactions Since 06/30/2016

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**EXPERIMENTAL** Current International Short Positions

Get more info on our International short position coverage here

Holder Issuer Net Short Position Position Date Origin
JPMorgan Asset Management (UK) Ltd BALFOUR BEATTY PLC 1.2% 2016-07-25 UK
JPMorgan Asset Management (UK) Ltd CHEMRING GROUP PLC 0.76% 2016-07-28 UK
JPMorgan Asset Management (UK) Ltd CLARKSON 0.8% 2016-07-18 UK
JPMorgan Asset Management (UK) Ltd COBHAM PLC 0.6% 2016-08-02 UK
JPMorgan Asset Management (UK) Ltd Devro plc 0.51% 2016-08-03 UK
JPMorgan Asset Management (UK) Ltd Drägerwerk AG & Co. KGaA 0.73% 2015-08-18 GERMANY
JPMorgan Asset Management (UK) Ltd ElringKlinger AG 0.62% 2016-07-28 GERMANY
JPMorgan Asset Management (UK) Ltd ESSENTRA PLC 0.62% 2016-07-18 UK
JPMorgan Asset Management (UK) Ltd K+S Aktiengesellschaft 0.9% 2016-08-16 GERMANY
JPMorgan Asset Management (UK) Ltd LEONI AG 1.32% 2016-06-02 GERMANY
JPMorgan Asset Management (UK) Ltd N. Brown Group 0.5% 2016-07-21 UK
JPMorgan Asset Management (UK) Ltd PENNON GROUP PLC 0.58% 2016-01-11 UK
JPMorgan Asset Management (UK) Ltd RIB Software AG 1.1% 2016-08-01 GERMANY
J.P.Morgan Whitefriars Inc. SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.) 2.79% 2016-08-19 Japan
JPMorgan Asset Management (UK) Ltd Süss MicroTec AG 0.64% 2016-07-12 GERMANY
JPMORGAN ASSET MANAGEMENT (UK) TELEVISION FRANCAISE 1 0.72% 2016-08-04 FRANCE
JPMorgan Asset Management (UK) Ltd Tungsten Corp PLC 0.69% 2016-03-15 UK

Short Position History (last 100)

Holder Net Short Position Position Date Origin
JPMORGAN ASSET MANAGEMENT (UK) ACCOR 0.38% 2016-06-03 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) ACCOR 0.58% 2015-09-15 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) LIMITED ACCOR 0.58% 2015-09-15 FRANCE
JPMorgan Asset Management (UK) Ltd ADVA Optical Networking SE 0.54% 2015-10-28 GERMANY
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.16% 2015-11-10 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) LIMITED AIR FRANCE-KLM 0.57% 2015-09-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.57% 2015-09-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.69% 2015-09-18 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.88% 2015-09-16 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.9% 2015-09-04 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) LIMITED AIR FRANCE-KLM 1.0% 2015-07-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 1.0% 2015-07-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) LTD AIR FRANCE-KLM 1.0% 2015-07-21 FRANCE
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.64% 2016-05-02 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.71% 2016-04-29 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.8% 2016-04-28 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.9% 2016-04-27 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.06% 2016-04-26 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.37% 2016-04-25 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.47% 2016-04-21 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.65% 2016-04-20 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.77% 2016-04-18 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.84% 2016-04-15 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.95% 2016-04-13 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.03% 2016-04-12 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.17% 2016-04-08 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.35% 2016-04-07 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.46% 2016-04-06 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.54% 2016-04-05 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.68% 2016-04-01 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.06% 2016-03-31 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.11% 2016-03-23 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.29% 2016-02-08 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.56% 2016-01-21 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.44% 2015-11-12 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.26% 2015-11-04 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.36% 2015-10-29 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.28% 2015-10-22 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.16% 2015-10-13 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.8% 2015-10-09 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.96% 2015-10-08 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.02% 2015-10-02 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.11% 2015-10-01 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.32% 2015-09-10 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.17% 2015-09-03 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.04% 2015-08-14 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.22% 2015-08-06 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.08% 2015-07-21 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.17% 2015-07-17 GERMANY
JPMorgan Asset Management (UK) Ltd AL NOOR HOSPITALS GROUP PLC 0.51% 2015-10-08 UK
JPMorgan Asset Management (UK) Ltd AL NOOR HOSPITALS GROUP PLC 0.63% 2015-09-02 UK
JPMorgan Asset Management (UK) Ltd AL NOOR HOSPITALS GROUP PLC 0.51% 2015-08-28 UK
JPMorgan Asset Management (UK) Ltd alstria office REIT-AG 0.54% 2015-10-09 GERMANY
JPMorgan Asset Management (UK) Ltd alstria office REIT-AG 0.67% 2015-10-02 GERMANY
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.57% 2016-06-24 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.6% 2016-06-13 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.54% 2016-03-31 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.65% 2016-03-14 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.75% 2016-01-06 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.65% 2015-10-01 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.82% 2015-09-30 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.78% 2015-09-23 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.83% 2015-07-22 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.71% 2015-07-21 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.66% 2015-07-06 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.67% 2015-10-09 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.93% 2015-09-02 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.64% 2015-08-26 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.57% 2015-08-24 UK
J.P.Morgan Whitefriars Inc. Asahi Glass Company,Limited 1.35% 2016-07-12 Japan
J.P.Morgan Whitefriars Inc. Asahi Glass Company,Limited 1.27% 2016-07-01 Japan
J.P.Morgan Whitefriars Inc. Asahi Glass Company,Limited 1.0999999999999999% 2016-06-15 Japan
J.P.Morgan Whitefriars Inc. Asahi Glass Company,Limited 1.06% 2016-06-14 Japan
J.P.Morgan Whitefriars Inc. Asahi Glass Company,Limited 0.74% 2016-06-08 Japan
J.P.Morgan Whitefriars Inc. Asahi Glass Company,Limited 0.5% 2016-06-03 Japan
JPMorgan Asset Management (UK) Ltd BALFOUR BEATTY PLC 1.19% 2016-07-04 UK
JPMorgan Asset Management (UK) Ltd BALFOUR BEATTY PLC 1.05% 2016-06-24 UK
JPMorgan Asset Management (UK) Ltd BALFOUR BEATTY PLC 1.11% 2015-03-02 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.56% 2016-04-01 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.68% 2016-03-09 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.73% 2016-01-05 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.6% 2015-12-18 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.57% 2015-11-25 UK
JPMorgan Asset Management (UK) Ltd Bilfinger SE 1.49% 2015-09-23 GERMANY
JPMorgan Asset Management (UK) Ltd Bilfinger SE 1.69% 2015-07-16 GERMANY
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.51% 2016-03-10 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.68% 2016-01-26 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.77% 2016-01-25 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.84% 2016-01-15 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.95% 2015-05-27 UK
JPMorgan Asset Management (UK) Ltd BOOHOO.COM PLC 0.5% 2015-09-29 UK
JPMorgan Asset Management (UK) Ltd BOOHOO.COM PLC 0.61% 2015-06-08 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.69% 2016-06-24 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.85% 2016-06-10 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.91% 2016-06-06 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.88% 2016-02-08 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 1.31% 2016-01-11 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.93% 2015-12-10 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.82% 2015-12-09 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.77% 2015-12-08 UK

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
JPMORGAN CHASE & COMPANY YouGov PLC 2016-07-15 10,091,511 9.67%
JPMORGAN CHASE & COMPANY VOLUTION GROUP 2016-07-14 8,503,423 4.25%
JPMORGAN CHASE & COMPANY Petra Diamonds Ordinary 2016-07-11 58,276,543 11.11%
JPMORGAN CHASE & COMPANY IQE PLC Ordinary 2016-05-02 80,658,364 11.99%
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-08-28 2,090,721 11.61%
JPMORGAN CHASE & COMPANY JPMorgan Private Equity Ltd 2015-08-18 37,363,300 11.06%
JPMORGAN CHASE & COMPANY Empiric Student Property PLC 2015-07-23 9,173,000 3.02%
JPMORGAN CHASE & COMPANY Dolphin Capital Investors Ltd 2015-06-09 65,035,184 7.55%
JPMORGAN CHASE & COMPANY KAZAKHS SP GDR-144A 2015-04-16 3,273,950 7.81%
JPMORGAN CHASE & COMPANY PLC ORD 0.2P 2015-03-27 21,092,844 10.5%
JPMORGAN CHASE & COMPANY BETTER CAPITAL PCC LIMITED ORD GBP1.00 (2009) 2015-03-20 10,493,501 5.07%
JPMORGAN CHASE & COMPANY Pantheon International Participations PLC 2015-01-26 914,389 2.75%
JPMORGAN CHASE & COMPANY NOMAD HOLDINGS LTD. ORDINARY SHARES 7,012,370 7.24%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
JPMORGAN CHASE & COMPANY Petra Diamonds Ordinary 2016-07-04 57,389,424 10.94%
JPMORGAN CHASE & COMPANY VOLUTION GROUP 2015-11-02 11,294,267 5.64%
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-08-07 2,090,721 8.15%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-07-28 11,321,500 11.0%
JPMORGAN CHASE & COMPANY Petra Diamonds Ordinary 2015-07-16 67,585,535 13.04%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-07-09 11,312,684 10.99%
JPMORGAN CHASE & COMPANY Petra Diamonds Ordinary 2015-07-02 62,440,790 12.05%
JPMORGAN CHASE & COMPANY JPMorgan Private Equity Ltd 2015-06-26 33,804,300 10.0%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-06-26 11,312,684 11.0%
JPMORGAN CHASE & COMPANY IQE PLC Ordinary 2015-05-28 79,329,774 11.99%
JPMORGAN CHASE & COMPANY Petra Diamonds Ordinary 2015-05-05 56,805,760 11.02%
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-05-01 2,799,947 11.56%
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-03-31 3,212,824 18.23%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-03-27 11,155,438 10.86%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-03-16 11,148,438 11.04%
JPMORGAN CHASE & COMPANY Petra Diamonds Ordinary 2015-01-27 51,804,870 10.05%
JPMORGAN CHASE & COMPANY Pantheon International Participations PLC 2015-01-21 1,265,153 3.79%
JPMORGAN CHASE & COMPANY BETTER CAPITAL PCC LIMITED ORD GBP1.00 (2009) 2015-01-06 9,538,500 4.61%

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