JPM icon

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
+$440M
2
Primecap Management
Primecap Management
California
+$368M
3
Franklin Resources
Franklin Resources
California
+$337M
4
Capital World Investors
Capital World Investors
California
+$189M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$177M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.51B
2
Bank of America
Bank of America
North Carolina
-$468M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$200M
4
O
OppenheimerFunds
New York
-$198M
5
Harris Associates
Harris Associates
Illinois
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
326
Jupiter Asset Management
United Kingdom
$29.4M -$21.6M -364,959 -42%
CI
327
Clal Insurance
Israel
$29.2M -$1.17M -19,813 -4%
M2MC
328
Matthew 25 Management Corp
Pennsylvania
$29M -$5.03M -85,000 -15%
Rafferty Asset Management
329
Rafferty Asset Management
New York
$29M +$8.85M +149,461 +44%
CBOA
330
Commonwealth Bank of Australia
Australia
$29M -$2.18M -36,840 -7%
MSA
331
Mason Street Advisors
Wisconsin
$29M +$473K +7,984 +2%
DIA
332
Dana Investment Advisors
Wisconsin
$28.9M +$28.3M +478,237 +4,645%
LS
333
Livforsakringsbolaget Skandia
Sweden
$28.9M – – –
JIR
334
James Investment Research
Ohio
$28.8M +$2.44M +41,225 +9%
MOACM
335
Mutual of America Capital Management
New York
$28.8M +$642K +10,835 +2%
DK
336
Darrell & King
Virginia
$28.3M -$1.69M -28,552 -6%
SBH
337
Segall Bryant & Hamill
Illinois
$27.6M +$148K +2,503 +0.5%
PFC
338
Poplar Forest Capital
California
$27.4M -$963K -16,263 -3%
ECM
339
Estabrook Capital Management
New York
$27M +$141K +2,377 +0.5%
OA
340
Oak Associates
Ohio
$26.9M +$183K +3,091 +0.7%
RCM
341
Redwood Capital Management
New York
$26.6M -$2.96M -50,000 -10%
ISL
342
Ingalls & Snyder LLC
New York
$26.3M -$480K -8,106 -2%
PGFC
343
Peapack-Gladstone Financial Corp
New Jersey
$26.1M +$15.5K +261 +0.1%
BIC
344
Beach Investment Counsel
Pennsylvania
$25.6M +$17.3M +292,813 +211%
CTI
345
Community Trust & Investment
Kentucky
$25.5M +$713K +12,032 +3%
VDI
346
Vaughan David Investments
Illinois
$25.5M +$234K +3,955 +0.9%
B
347
BP
United Kingdom
$25.5M – – –
Lazard Asset Management
348
Lazard Asset Management
New York
$25.3M -$4.52M -76,332 -15%
WJA
349
Williams Jones & Associates
New York
$25.3M +$4.53M +76,438 +22%
CAM
350
Capstone Asset Management
Texas
$25.1M +$1.12M +18,828 +5%
12 13
14
15 16