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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 %
HEIP
526
Hudson Edge Investment Partners
New Jersey
$11.8M -$3.27M -55,283 -22%
GMI
527
Greystone Managed Investments
Saskatchewan, Canada
$11.7M -$161K -2,720 -1%
DDPIC
528
Deroy & Devereaux Private Investment Counsel
Michigan
$11.7M -$78.2K -1,321 -0.7%
ACM
529
Advisors Capital Management
New Jersey
$11.7M -$2.78M -46,871 -19%
FBP
530
Flippin Bruce & Porter
Virginia
$11.6M +$615K +10,393 +6%
FTIOP
531
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.6M -$6.18M -104,348 -35%
YP
532
Yellowstone Partners
Idaho
$11.6M +$334K +5,644 +3%
Toronto Dominion Bank
533
Toronto Dominion Bank
Ontario, Canada
$11.6M -$4.49M -76,033 -28%
CONA
534
Capital One National Association
New York
$11.6M +$406K +6,851 +4%
Acadian Asset Management
535
Acadian Asset Management
Massachusetts
$11.5M -$2.97M -50,171 -20%
CRM
536
Cramer Rosenthal McGlynn
Connecticut
$11.5M +$8.28M +139,785 +254%
AJ
537
Ashburton (Jersey)
Jersey
$11.5M -$3.71M -62,634 -24%
PL
538
Perpetual Ltd
Australia
$11.4M +$9.22M +155,749 +418%
Victory Capital Management
539
Victory Capital Management
Texas
$11.4M -$489K -8,263 -4%
DA
540
Denali Advisors
California
$11.4M +$1.18M +19,900 +12%
APFBOT
541
Amica Pension Fund Board of Trustees
Rhode Island
$11.4M +$770K +13,000 +7%
TAM
542
Taurus Asset Management
New York
$11.3M +$2.56M +43,250 +29%
SYBT
543
Stock Yards Bank & Trust
Kentucky
$11.3M +$37.5K +633 +0.3%
AAM
544
Advisors Asset Management
Colorado
$11.3M +$2.11M +35,698 +23%
BUB
545
BBVA USA Bancshares
Texas
$11.2M -$1.4M -23,691 -11%
CAM
546
Coronation Asset Management
South Africa
$11.2M +$1.13M +19,081 +11%
Northwestern Mutual Wealth Management
547
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$719K +12,138 +7%
PCM
548
Palisade Capital Management
New Jersey
$11.1M -$458K -7,737 -4%
BSPF
549
British Steel Pension Fund
United Kingdom
$11.1M -$1.06M -17,977 -9%
FNBT
550
FineMark National Bank & Trust
Florida
$11M +$152K +2,572 +1%
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