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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 %
CCM
551
Covington Capital Management
California
$11M +$96.9K +1,636 +0.9%
PFC
552
Phocas Financial Corp
California
$11M -$166K -2,811 -1%
BFS
553
Baskin Financial Services
Ontario, Canada
$11M +$102K +1,714 +0.9%
CCMG
554
Clark Capital Management Group
Pennsylvania
$11M -$1.36M -23,028 -11%
SNT
555
Security National Trust
West Virginia
$11M +$6.85M +115,702 +167%
CIM
556
Contrarius Investment Management
Jersey
$10.9M +$6.87M +115,975 +169%
DSI
557
Daiwa SB Investments
Japan
$10.9M +$24.9K +421 +0.2%
TCM
558
Tufton Capital Management
Maryland
$10.9M -$9.18K -155 -0.1%
LBC
559
Lowe Brockenbrough & Co
Virginia
$10.9M -$125K -2,114 -1%
AAIM
560
American Assets Investment Management
California
$10.8M +$1.18M +20,000 +12%
MG
561
Markel Group
Virginia
$10.8M – – –
AAF
562
Andra AP-fonden
Sweden
$10.8M -$1.14M -19,200 -10%
SCA
563
Stillwater Capital Advisors
Pennsylvania
$10.8M -$121K -2,051 -1%
11A
564
10-15 Associates
New York
$10.7M +$1.11M +18,759 +12%
NB
565
NBT Bank
New York
$10.6M -$40.2K -679 -0.4%
BCM
566
Buckhead Capital Management
Georgia
$10.6M +$25.4K +429 +0.2%
BCM
567
Brookmont Capital Management
Texas
$10.6M -$206K -3,484 -2%
SIP
568
Stoneridge Investment Partners
Pennsylvania
$10.5M -$3.84M -64,834 -27%
HIM
569
Hermes Investment Management
United Kingdom
$10.5M +$452K +7,551 +4%
FPCM
570
Financial Partners Capital Management
New York
$10.5M +$279K +4,705 +3%
SCM
571
Shelton Capital Management
Colorado
$10.5M +$29K +490 +0.3%
First Manhattan
572
First Manhattan
New York
$10.4M +$849K +14,334 +9%
PP
573
Paloma Partners
Connecticut
$10.4M +$10.4M +175,822 New
CCM
574
Cohen Capital Management
California
$10.3M – – –
ZA
575
Zweig Advisers
Connecticut
$10.3M – – –
21 22
23
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