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
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPU
26
Lansdowne Partners (UK)
United Kingdom
$1.37B +$177M +2,983,132 +15%
Primecap Management
27
Primecap Management
California
$1.22B +$368M +6,218,550 +43%
Goldman Sachs
28
Goldman Sachs
New York
$1.12B -$118M -1,988,267 -10%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.11B +$40.6M +685,723 +4%
BIM
30
BlackRock Investment Management
Delaware
$1.09B +$339K +5,724 +0%
Deutsche Bank
31
Deutsche Bank
Germany
$1.06B -$54.4M -918,844 -5%
DSA
32
Davis Selected Advisers
Arizona
$1.04B +$14.1M +238,192 +1%
TCIM
33
TIAA CREF Investment Management
New York
$1.03B -$101M -1,706,378 -9%
Legal & General Group
34
Legal & General Group
United Kingdom
$990M +$12.5M +211,366 +1%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$917M -$4.39M -73,466 -0.5%
Allianz Asset Management
36
Allianz Asset Management
Germany
$870M -$30.8M -519,389 -3%
Fisher Asset Management
37
Fisher Asset Management
Washington
$866M +$737K +11,906 +0.1%
LSV Asset Management
38
LSV Asset Management
Illinois
$843M +$3.68M +62,129 +0.4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$831M +$91.1M +1,538,978 +12%
Capital International Investors
40
Capital International Investors
California
$791M +$70.4M +1,189,050 +10%
Eagle Capital Management (New York)
41
Eagle Capital Management (New York)
New York
$786M +$44M +743,335 +6%
UBS AM
42
UBS AM
Illinois
$780M +$31.6M +534,343 +4%
AllianceBernstein
43
AllianceBernstein
Tennessee
$763M +$135M +2,283,351 +22%
Charles Schwab
44
Charles Schwab
California
$721M +$8.91M +150,482 +1%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$719M +$7.23M +122,135 +1%
UBS Group
46
UBS Group
Switzerland
$687M -$16.7M -281,295 -2%
WRF
47
Waddell & Reed Financial
Kansas
$677M -$121M -2,043,241 -15%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$677M -$17.6M -297,133 -3%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$650M +$13.8M +233,434 +2%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$637M -$35.4M -592,104 -5%
1
2
3 4 5