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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 %
PWLP
301
Prio Wealth Limited Partnership
Massachusetts
$35.5M -$333K -5,631 -0.9%
OCAM
302
Onex Canada Asset Management
Ontario, Canada
$35.4M +$12.4M +208,571 +53%
WT
303
Whittier Trust
California
$35.4M +$78.4K +1,324 +0.2%
PSUF
304
People's United Financial
Connecticut
$35.4M +$1.46M +24,656 +4%
Public Sector Pension Investment Board (PSP Investments)
305
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.2M -$20.5M -345,900 -37%
Mitsubishi UFJ Asset Management
306
Mitsubishi UFJ Asset Management
Japan
$35M +$3.47M +58,619 +11%
Skandinaviska Enskilda Banken (SEB)
307
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.8M -$1.97M -33,311 -5%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$34.1M +$3.3M +55,798 +11%
SAM
309
Sentinel Asset Management
Vermont
$33.6M -$598K -10,100 -2%
HPC
310
HM Payson & Co
Maine
$32.9M +$1.24M +20,981 +4%
DILH
311
Dai-ichi Life Holdings
Japan
$32.8M +$1.18M +19,928 +4%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$32.6M +$2.13M +35,948 +7%
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$32.5M +$1.71M +28,941 +6%
AIA
314
Affinity Investment Advisors
California
$32.3M -$10.6K -179 -0%
UB
315
UMB Bank
Missouri
$32.1M +$840K +14,176 +3%
AIM
316
Artemis Investment Management
United Kingdom
$31.8M -$24.2M -409,191 -43%
NG
317
NatWest Group
United Kingdom
$31.6M +$178K +3,010 +0.6%
WT
318
Washington Trust
Rhode Island
$30.8M +$1.28M +21,606 +4%
WF
319
Welch & Forbes
Massachusetts
$30.5M -$137K -2,309 -0.4%
GAM
320
GVO Asset Management
Switzerland
$30.4M +$30.4M +508,300 New
Asset Management One
321
Asset Management One
Japan
$30.2M +$120K +2,011 +0.4%
TCT
322
TIAA CREF Trust
Missouri
$30.2M -$917K -15,478 -3%
PA
323
Pinnacle Associates
New York
$30.1M +$1.66M +28,102 +6%
BJL
324
Brighton Jones LLC
Washington
$30.1M +$28.4M +480,393 +1,693%
IRF
325
IBM Retirement Fund
New York
$29.5M -$25.4M -418,208 -46%
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