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 %
AFG
426
American Financial Group
Ohio
$18.4M – – –
AssetMark Inc
427
AssetMark Inc
California
$18.3M +$2.99M +50,448 +19%
FFIC
428
First Fiduciary Investment Counsel
Ohio
$18.3M +$80.8K +1,364 +0.4%
CCP
429
Clough Capital Partners
Massachusetts
$18.3M +$2.21M +37,400 +14%
CS
430
Candriam SCA
Luxembourg
$18.2M -$4.37M -74,154 -19%
FT
431
Fiduciary Trust
Massachusetts
$18M +$1.81M +30,537 +11%
BSA
432
Braun Stacey Associates
New York
$17.8M -$560K -9,450 -3%
SCM
433
Sirios Capital Management
Massachusetts
$17.6M +$17.6M +297,475 New
KB
434
Kimelman & Baird
New York
$17.5M +$1.52M +25,739 +10%
N
435
Natixis
France
$17.4M -$8.46M -142,890 -33%
ZIC
436
ZWJ Investment Counsel
Georgia
$17.2M +$1.5M +25,403 +10%
Fiera Capital (Canada)
437
Fiera Capital (Canada)
Quebec, Canada
$17.2M -$5.83M -98,516 -25%
Daiwa Securities Group
438
Daiwa Securities Group
Japan
$17.2M -$71.1K -1,200 -0.4%
SIM
439
Sentry Investment Management
Wisconsin
$17.1M +$64.8K +1,095 +0.4%
MCM
440
MAI Capital Management
Ohio
$17.1M +$368K +6,206 +2%
MC
441
MIG Capital
California
$17.1M +$5.51M +93,000 +48%
SF
442
Synovus Financial
Georgia
$17M +$46K +775 +0.3%
GAI
443
General American Investors
New York
$16.9M -$1.78M -30,000 -10%
DC
444
Deere & Company
Illinois
$16.8M +$879K +14,845 +6%
Robeco Institutional Asset Management
445
Robeco Institutional Asset Management
Netherlands
$16.7M -$4.19M -70,685 -20%
AMI
446
Amica Mutual Insurance
Rhode Island
$16.5M +$1.18M +20,000 +8%
FMW
447
Farr Miller & Washington
District of Columbia
$16.5M +$73.7K +1,244 +0.4%
MPI
448
Mairs & Power Inc
Minnesota
$16.5M -$226K -3,817 -1%
DIA
449
Davidson Investment Advisors
Montana
$16.5M +$632K +10,672 +4%
BTS
450
BB&T Securities
Virginia
$16.5M +$8.7M +146,914 +112%
16 17
18
19 20