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JPMorgan Chase
JPM

Overview Fund Activity

1,899 hedge funds and large institutions have $159B invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 883 increasing their positions, 721 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
-41
Holders Change %
-2.11%
% of All Funds
50.68%
Holding in Top 10
315
Holding in Top 10 Change
-129
Holding in Top 10 Change %
-29.05%
% of All Funds
8.41%
New
101
Increased
883
Reduced
721
Closed
118
Calls
$2.04B
Puts
$1.8B
Net Calls
+$245M
Net Calls Change
+$760M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
226
ProShare Advisors
Maryland
$64.3M -$15.5M -262,284 -19%
SIM
227
Stelliam Investment Management
New York
$64M +$15.1M +255,000 +31%
EDRH
228
Edmond de Rothschild Holding
Switzerland
$63.6M -$11.1M -186,810 -15%
ZIM
229
Zacks Investment Management
Illinois
$63.2M +$1.97M +33,334 +3%
KBC Group
230
KBC Group
Belgium
$62.9M +$418K +7,063 +0.7%
SIA
231
Sit Investment Associates
Minnesota
$62.7M -$19.1M -322,250 -23%
WBC
232
Westpac Banking Corp
Australia
$62.3M -$6.64M -112,178 -10%
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$61.3M +$61.3M +1,035,757 New
EDRAMF
234
Edmond de Rothschild Asset Management (France)
France
$61.3M -$11M -186,200 -15%
NIPH
235
NN Investment Partners Holdings
Netherlands
$61M +$61M +1,030,110 New
SWITC
236
Stewart West Indies Trading Company
Colorado
$60.9M – – –
EAM
237
Eagle Asset Management
Florida
$60.8M +$11.2M +189,961 +23%
CB
238
Commerce Bank
Missouri
$60.7M +$3.81M +64,289 +7%
ECA
239
Endeavour Capital Advisors
Connecticut
$60.6M -$27K -456 -0%
Zurich Cantonal Bank
240
Zurich Cantonal Bank
Switzerland
$59.8M -$9.05M -152,885 -13%
VRS
241
Virginia Retirement System
Virginia
$59.8M +$59.8M +1,009,547 New
LPL Financial
242
LPL Financial
California
$59.3M +$1.12M +19,198 +2%
BAPIM
243
British Airways Pensions Investment Management
United Kingdom
$59.3M – – –
GI
244
GAMCO Investors
Connecticut
$59.2M -$5.13M -86,690 -8%
CLOS
245
Compagnie Lombard Odier SCmA
Switzerland
$59.2M -$12.8M -216,646 -18%
ASRS
246
Arizona State Retirement System
Arizona
$58.9M +$142K +2,400 +0.2%
Alyeska Investment Group
247
Alyeska Investment Group
Illinois
$58.8M +$58.8M +993,182 New
BCM
248
Becker Capital Management
Oregon
$58.4M +$14.1K +238 +0%
RJFSA
249
Raymond James Financial Services Advisors
Florida
$56.8M +$1.29M +21,818 +2%
BTW
250
Boston Trust Walden
Massachusetts
$56.4M +$1.27M +21,375 +2%
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