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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
+$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 %
DLA
351
Douglas Lane & Associates
New York
$25.1M +$25.1M +423,924 New
PI
352
PineBridge Investments
New York
$24.9M -$8.34M -140,799 -25%
MME
353
Meag Munich Ergo
Germany
$24.7M +$21.4M +359,663 +656%
FP
354
Foundry Partners
Minnesota
$24.6M +$1.57M +26,485 +7%
FCBT
355
First Citizens Bank & Trust
North Carolina
$24.6M -$2.22M -37,480 -8%
OC
356
Oppenheimer & Co
New York
$24.5M -$3.73M -62,950 -13%
DnB Asset Management
357
DnB Asset Management
Norway
$24.4M +$8.73M +147,400 +56%
SCA
358
STALEY CAPITAL ADVISERS
Pennsylvania
$24.4M +$1.67M +28,214 +7%
RG
359
Rathbones Group
United Kingdom
$24.3M -$343K -5,799 -1%
ABC
360
Associated Banc-Corp
Wisconsin
$24.2M +$341K +5,759 +1%
NMERB
361
New Mexico Educational Retirement Board
New Mexico
$24.1M +$355K +6,000 +1%
NAM
362
North American Management
Massachusetts
$24M -$69.9K -1,181 -0.3%
PP
363
Palladium Partners
Virginia
$23.9M +$601K +10,154 +3%
First Trust Advisors
364
First Trust Advisors
Illinois
$23.9M -$2.37M -39,952 -9%
CS
365
Cannell & Spears
New York
$23.8M +$21.4M +360,619 +860%
WCM
366
Wedge Capital Management
North Carolina
$23.8M -$1.33M -22,378 -5%
SCM
367
Sterling Capital Management
North Carolina
$23.6M +$566K +9,556 +2%
MAMU
368
Marathon Asset Management (UK)
United Kingdom
$23.2M -$4.81M -81,224 -17%
Cohen & Steers
369
Cohen & Steers
New York
$23M -$304K -5,141 -1%
OAG
370
Orbis Allan Gray
Bermuda
$22.7M +$22.7M +382,816 New
MHC
371
Meyer Handelman Company
New York
$22.6M -$59.2K -1,000 -0.3%
BVDMP
372
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$22.6M -$367K -6,200 -2%
ADEF
373
Adams Diversified Equity Fund
Maryland
$22.4M -$4.26M -71,900 -16%
RCM
374
RNC Capital Management
California
$22.3M +$391K +6,600 +2%
SG
375
Swarthmore Group
Pennsylvania
$22.2M -$6.48M -109,375 -23%
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