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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 %
DCM
276
Dupont Capital Management
Delaware
$42.8M +$656K +11,073 +2%
Baird Financial Group
277
Baird Financial Group
Wisconsin
$42.4M +$4.37M +73,722 +11%
BFS
278
Bradley Foster & Sargent
Connecticut
$42.3M -$863K -14,565 -2%
CTB
279
Country Trust Bank
Illinois
$42.2M +$2.04M +34,515 +5%
AIMCA
280
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$42.1M +$6.49M +109,600 +18%
OTPPB
281
Ontario Teachers' Pension Plan Board
Ontario, Canada
$41.2M -$85.9M -1,450,336 -68%
FQ
282
First Quadrant
California
$41M +$7.58M +127,994 +23%
QI
283
QS Investors
New York
$41M +$126K +2,134 +0.3%
ZIG
284
Zurich Insurance Group
Switzerland
$40.4M -$6.19M -104,580 -13%
UCFA
285
United Capital Financial Advisors
Texas
$40.3M +$1.11M +18,675 +3%
SFM
286
Systematic Financial Management
New Jersey
$40.1M -$1.33M -22,413 -3%
MA
287
MUFG Americas
New York
$39.6M -$1.88M -31,796 -5%
URS
288
Utah Retirement Systems
Utah
$39.6M +$142K +2,400 +0.4%
Macquarie Group
289
Macquarie Group
Australia
$39.2M +$3.2M +54,086 +9%
HCM
290
Huber Capital Management
California
$39.2M -$4.2M -71,000 -10%
CEP
291
Chicago Equity Partners
Illinois
$39M -$1.71M -28,955 -4%
PC
292
Packer & Co
Australia
$38.5M – – –
GC
293
GMT Capital
Georgia
$38.5M -$5.1M -86,100 -12%
BAMF
294
BI Asset Management Fondsmaeglerselskab
Denmark
$38.2M -$5.9M -99,700 -13%
GH
295
GAM Holding
Switzerland
$37.7M -$880K -14,847 -2%
SC
296
Scotia Capital
Ontario, Canada
$37.5M +$7.81M +131,732 +26%
AI
297
Analytic Investors
California
$37.2M +$16.1M +272,545 +76%
DL
298
Delta Lloyd
Netherlands
$36.6M -$3.94M -66,577 -10%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$36.1M +$4.07M +68,723 +13%
BA
300
Boston Advisors
Massachusetts
$35.6M -$1.06M -17,879 -3%
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