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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
OppenheimerFunds
New York
$476M
5
Harris Associates
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$55.1M +$183K +3,089 +0.3%
EIM
252
ExxonMobil Investment Management
Texas
$52.9M +$4.06M +68,525 +8%
GG
253
Gofen & Glossberg
Illinois
$52.5M +$806K +13,613 +2%
BCM
254
Bridgeway Capital Management
Texas
$51.6M +$5.05M +85,300 +11%
PMG
255
Private Management Group
California
$51.4M -$83.4K -1,408 -0.2%
SW
256
SVB Wealth
Massachusetts
$50.9M -$1.34M -22,702 -3%
FAF
257
Fjarde Ap-fonden
Sweden
$49.7M +$6.1M +103,057 +14%
PIA
258
Piedmont Investment Advisors
North Carolina
$49.3M +$757K +12,788 +2%
William Blair & Company
259
William Blair & Company
Illinois
$49M +$2.88M +48,652 +6%
PC
260
PM Capital
Australia
$48.9M -$1.2M -20,200 -2%
TCM
261
Tetrem Capital Management
Manitoba, Canada
$48.3M +$155K +2,620 +0.3%
CP
262
Cumberland Partners
Ontario, Canada
$48M -$863K -14,575 -2%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$47.8M +$5.83M +98,517 +14%
CGM
264
Capital Growth Management
Massachusetts
$47.7M +$2.37M +40,000 +5%
DRZID
265
DePrince Race & Zollo Inc (DRZ)
Florida
$47.5M -$5.75M -97,066 -11%
SCP
266
Seizert Capital Partners
Michigan
$47.4M -$3.6M -60,841 -7%
RCM
267
Riverhead Capital Management
Delaware
$46.8M +$12.8M +215,549 +38%
BMO
268
Beck Mack & Oliver
New York
$45.9M -$894K -15,090 -2%
FIM
269
Foresters Investment Management
New York
$45.8M – – –
AIA
270
Avalon Investment & Advisory
Texas
$45.2M +$2.84M +47,989 +7%
TAM
271
Todd Asset Management
Kentucky
$44.7M -$1.01M -17,105 -2%
BCM
272
Basswood Capital Management
New York
$43.4M – – –
PNC
273
Park National Corp
Ohio
$43.4M -$266K -4,489 -0.6%
OPERF
274
Oregon Public Employees Retirement Fund
Oregon
$43M +$328K +5,544 +0.8%
LWCA
275
Locust Wood Capital Advisers
New York
$42.9M +$10.9M +184,333 +34%
9 10
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