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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 %
MP
476
MSD Partners
New York
$14.8M – – –
ABTD
477
Arvest Bank Trust Division
Oklahoma
$14.7M +$427K +7,214 +3%
AT
478
Arden Trust
Delaware
$14.6M -$93.1K -1,572 -0.6%
LSERS
479
Louisiana State Employees Retirement System
Louisiana
$14.5M -$728K -12,300 -5%
OI
480
Oakbrook Investments
Illinois
$14.5M -$601K -10,150 -4%
CG
481
Colony Group
Massachusetts
$14.5M -$310K -5,241 -2%
CCM
482
Cadence Capital Management
Massachusetts
$14.5M +$280K +4,721 +2%
JCM
483
Janney Capital Management
Pennsylvania
$14.5M +$301K +5,088 +2%
Two Sigma Advisers
484
Two Sigma Advisers
New York
$14.4M +$7.94M +134,034 +123%
LTFS
485
Ladenburg Thalmann Financial Services
Florida
$14.3M +$1.6M +26,948 +13%
NP
486
NS Partners
United Kingdom
$14.3M +$949K +16,028 +7%
MSDF
487
Michael & Susan Dell Foundation
New York
$14.1M – – –
VAM
488
Vontobel Asset Management
New York
$14.1M -$113M -1,916,072 -89%
LMGAM
489
Liberty Mutual Group Asset Management
Massachusetts
$14.1M +$1.07M +18,021 +8%
AC
490
Alexandria Capital
Virginia
$14M +$7.99M +134,985 +133%
FIB
491
First Interstate Bank
Montana
$13.8M +$185K +3,125 +1%
SRC
492
Shufro Rose & Co
New York
$13.7M -$7.94K -134 -0.1%
CFG
493
Citizens Financial Group
Rhode Island
$13.7M +$314K +5,308 +2%
Citadel Advisors
494
Citadel Advisors
Florida
$13.7M +$7.29M +123,095 +113%
CS
495
Central Securities
New York
$13.6M – – –
CHA
496
Cedar Hill Associates
Illinois
$13.6M +$1.16M +19,550 +9%
QF
497
QVT Financial
New York
$13.4M +$5.92M +100,000 +79%
JWM
498
Jacobus Wealth Management
Wisconsin
$13.3M -$15.1K -255 -0.1%
PAM
499
Private Asset Management
California
$13.3M -$118K -2,000 -0.9%
Marshall Wace
500
Marshall Wace
United Kingdom
$13.1M +$353K +5,961 +3%
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