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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 %
GKIM
451
GW&K Investment Management
Massachusetts
$16.4M -$3.71M -62,616 -18%
CSIC
452
Clifford Swan Investment Counsel
California
$16.2M +$227K +3,835 +1%
COPPSERS
453
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.1M +$1.89M +31,856 +13%
ONB
454
Old National Bancorp
Indiana
$16.1M -$299K -5,044 -2%
FBNAT
455
FirstMerit Bank N.A. Trustee
Ohio
$16M +$282K +4,768 +2%
SAM
456
Silvercrest Asset Management
New York
$15.9M -$655K -11,055 -4%
WIC
457
Willis Investment Counsel
Georgia
$15.8M +$1.73M +29,200 +12%
FBA
458
Front Barnett Associates
Illinois
$15.8M -$49K -827 -0.3%
CNAM
459
Campbell Newman Asset Management
Wisconsin
$15.7M +$680K +11,487 +5%
CFB
460
Cullen/Frost Bankers
Texas
$15.7M -$610K -10,298 -4%
RIL
461
Rothschild Investment LLC
Illinois
$15.7M -$45K -760 -0.3%
NSIM
462
North Star Investment Management
Illinois
$15.6M +$9.3K +157 +0.1%
FWIA
463
Fort Washington Investment Advisors
Ohio
$15.6M -$40.2K -679 -0.3%
SBCM
464
Schwerin Boyle Capital Management
Massachusetts
$15.5M -$145K -2,450 -0.9%
SG Americas Securities
465
SG Americas Securities
New York
$15.4M -$62.5M -1,056,141 -80%
FCI
466
Financial Counselors Inc
Kansas
$15.4M +$1.33M +22,466 +9%
OPCM
467
Osborne Partners Capital Management
California
$15.3M -$27.3K -461 -0.2%
CIP
468
Convergence Investment Partners
Florida
$15.3M -$1.07M -18,044 -7%
PTC
469
Philadelphia Trust Company
Pennsylvania
$15.2M -$152K -2,561 -1%
MCTIC
470
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$15.2M -$233K -3,942 -2%
QAM
471
QCI Asset Management
New York
$15.2M +$593K +10,019 +4%
CPSAC
472
Chas P. Smith & Associates (CPS)
Florida
$15.1M +$211K +3,560 +1%
RMA
473
Roffman Miller Associates
Pennsylvania
$15.1M +$949K +16,024 +7%
MAM
474
Martingale Asset Management
Massachusetts
$15M +$395K +6,674 +3%
RJT
475
Raymond James Trust
Florida
$15M +$996K +16,825 +7%
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