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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 %
GC
501
Guardian Capital
Ontario, Canada
$13M -$3.91M -66,018 -23%
NMIMC
502
Northwestern Mutual Investment Management Company
Wisconsin
$13M +$4.74M +79,988 +57%
SCM
503
SKBA Capital Management
California
$12.9M -$201K -3,400 -2%
KA
504
KLCM Advisors
Wisconsin
$12.9M +$145K +2,450 +1%
B
505
Barings
North Carolina
$12.9M -$5.45M -92,100 -30%
ESBC
506
E.S. Barr & Co
Kentucky
$12.7M -$211K -3,555 -2%
TCM
507
Twin Capital Management
Pennsylvania
$12.7M +$493K +8,320 +4%
EWA
508
EP Wealth Advisors
California
$12.7M -$2.07M -34,899 -14%
PWAG
509
Polaris Wealth Advisory Group
California
$12.6M +$3.86M +65,113 +44%
Ninety One (UK)
510
Ninety One (UK)
United Kingdom
$12.5M -$7M -118,159 -36%
BCM
511
BTR Capital Management
California
$12.5M -$309K -5,214 -2%
WTC
512
WhitTier Trust Company
Nevada
$12.4M +$332K +5,607 +3%
ASA
513
Armstrong Shaw Associates
Connecticut
$12.4M -$983K -16,605 -7%
GLRA
514
Gerald L. Ray & Associates
Texas
$12.4M +$5.86K +99 +0%
PWP
515
Private Wealth Partners
California
$12.3M -$539K -9,100 -4%
GLA
516
Great Lakes Advisors
Illinois
$12.3M +$752K +12,694 +6%
AHB
517
Abner Herrman & Brock
New Jersey
$12.3M +$5.95M +100,463 +94%
TU
518
TDAM USA
Ontario, Canada
$12.3M -$460K -7,775 -4%
CAM
519
Carret Asset Management
New York
$12.1M +$78K +1,317 +0.6%
KWILP
520
Kiwi Wealth Investments Limited Partnership
New Zealand
$12.1M -$10.2M -172,031 -46%
BCAM
521
Boston Common Asset Management
Massachusetts
$12M -$99.5K -1,680 -0.8%
MAM
522
Meeder Asset Management
Ohio
$11.9M -$2.67M -45,075 -18%
AG
523
Artal Group
Luxembourg
$11.8M – – –
CL
524
Chubb Ltd
Switzerland
$11.8M +$11.8M +200,000 New
CC
525
Cadinha & Co
Hawaii
$11.8M +$11.8M +199,959 New
19 20
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