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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 %
HIIFS
376
Harel Insurance Investments & Financial Services
Israel
$22M +$125K +2,110 +0.6%
WPC
377
Waters Parkerson & Co
Louisiana
$22M +$868K +14,654 +4%
WB
378
WesBanco Bank
West Virginia
$21.9M +$4.2M +70,901 +24%
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$21.9M -$3.95M -66,750 -15%
EARNEST Partners
380
EARNEST Partners
Georgia
$21.8M -$5.72M -96,555 -21%
WAM
381
World Asset Management
Michigan
$21.8M -$2.26M -38,137 -9%
TAF
382
Tredje AP-fonden
Sweden
$21.8M +$6.99M +113,142 +47%
BAM
383
Barrett Asset Management
New York
$21.8M +$165K +2,791 +0.8%
PFM
384
Parsec Financial Management
North Carolina
$21.7M +$96.4K +1,628 +0.4%
GL
385
GLG LLC
New York
$21.5M +$2.72M +45,997 +14%
SMDAM
386
Sumitomo Mitsui DS Asset Management
Japan
$21.2M -$6.9M -116,529 -25%
TH
387
TCTC Holdings
Texas
$21.2M -$32.1K -542 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
388
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$21.1M +$4.79M +80,825 +29%
SAM
389
Securian Asset Management
Minnesota
$21M +$110K +1,856 +0.5%
ELC
390
Edgar Lomax Company
Virginia
$20.9M +$20.9M +352,730 New
MAA
391
Matrix Asset Advisors
New York
$20.8M -$336K -5,666 -2%
SPC
392
Stewart & Patten Company
California
$20.7M +$482K +8,145 +2%
DAM
393
Davis Asset Management
California
$20.7M – – –
MC
394
Martin Currie
United Kingdom
$20.6M -$154K -2,600 -0.7%
BIP
395
Brandes Investment Partners
California
$20.5M -$429K -7,250 -2%
PR
396
Payden & Rygel
California
$20.5M +$2M +33,816 +11%
ANI
397
American National Insurance
Texas
$20.4M -$44.4K -750 -0.2%
BAM
398
Berkshire Asset Management
Pennsylvania
$20.4M +$603K +10,187 +3%
Voloridge Investment Management
399
Voloridge Investment Management
Florida
$20.3M +$20.3M +343,404 New
FNBOO
400
First National Bank of Omaha
Nebraska
$20.3M -$113K -1,906 -0.6%
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