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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 %
EB
401
Eastern Bank
Massachusetts
$20.3M +$2.8M +47,256 +16%
Creative Planning
402
Creative Planning
Kansas
$20.3M -$139K -2,355 -0.7%
DADC
403
D.A. Davidson & Co
Montana
$20.2M +$4.92M +83,120 +32%
IEFM
404
IQ EQ Fund Management
Ireland
$20.1M -$2.67M -42,473 -12%
RCM
405
Rockshelter Capital Management
Pennsylvania
$20.1M -$414K -6,990 -2%
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$20M -$95.6K -1,615 -0.5%
KRS
407
Kentucky Retirement Systems
Kentucky
$20M +$3.41M +57,592 +21%
Bank of Nova Scotia
408
Bank of Nova Scotia
Ontario, Canada
$19.9M -$200M -3,378,405 -91%
SAM
409
Shell Asset Management
Netherlands
$19.9M -$77.6K -1,311 -0.4%
DGHMC
410
Dalton, Greiner, Hartman, Maher & Co
New York
$19.7M -$9.47M -159,886 -32%
FWCM
411
Ferguson Wellman Capital Management
Oregon
$19.6M +$2.9M +48,979 +17%
DJSG
412
D.J. St. Germain
Massachusetts
$19.6M -$30.4K -513 -0.2%
WSFS
413
Wilmington Savings Fund Society
Delaware
$19.5M -$3.98M -67,266 -17%
CA
414
Commerzbank Aktiengesellschaft
Germany
$19.2M -$114M -1,932,238 -86%
NEI
415
Northwest & Ethical Investments
Ontario, Canada
$19.2M +$207K +3,500 +1%
BF
416
BOK Financial
Oklahoma
$19.1M +$66.9K +1,129 +0.4%
NIM
417
Nexus Investment Management
Ontario, Canada
$19.1M +$59.2K +1,000 +0.3%
WAMC
418
Western Asset Management Company
California
$19M – – –
JAFL
419
Jay A. Fishman Ltd
Michigan
$18.8M +$17.8K +300 +0.1%
DCM
420
Donaldson Capital Management
Indiana
$18.8M -$1.32M -22,258 -7%
CIP
421
Chartwell Investment Partners
Pennsylvania
$18.8M +$215K +3,638 +1%
HI
422
Honeywell International
North Carolina
$18.7M -$15.2M -256,300 -45%
HIMC
423
Heritage Investors Management Corp
Maryland
$18.6M +$615K +10,380 +3%
MNA
424
Manning & Napier Advisors
New York
$18.5M +$413K +6,971 +2%
Artisan Partners
425
Artisan Partners
Wisconsin
$18.4M +$683K +11,532 +4%
15 16
17
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