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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 %
Truist Financial
576
Truist Financial
North Carolina
$10.2M -$129K -2,173 -1%
QCI
577
Quaker Capital Investments
Pennsylvania
$10.2M – – –
GJL
578
Gendell Jeffrey L
$10.1M -$4.97M -83,848 -33%
MI
579
Markston International
New York
$10.1M -$408K -6,890 -4%
ACM
580
Azimuth Capital Management
Michigan
$10.1M +$207K +3,492 +2%
VC
581
Vestor Capital
Illinois
$10M -$568K -9,592 -5%
BB
582
Busey Bank
Illinois
$10M +$264K +4,453 +3%
AP
583
Appleton Partners
Massachusetts
$9.95M +$222K +3,751 +2%
CAM
584
Cypress Asset Management
Texas
$9.88M -$118K -1,993 -1%
EGA
585
Eagle Global Advisors
Texas
$9.87M -$49.6K -837 -0.5%
NCM
586
Noesis Capital Mangement
Florida
$9.85M +$83.2K +1,405 +0.9%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.84M +$1.67M +28,203 +20%
BT
588
Beacon Trust
New Jersey
$9.83M +$61.2K +1,034 +0.6%
LG
589
LaFleur & Godfrey
Michigan
$9.77M +$138K +2,325 +1%
MAM
590
Majedie Asset Management
United Kingdom
$9.74M -$1.26M -21,232 -11%
CBB
591
Citizens Business Bank
California
$9.62M -$120K -2,031 -1%
JPMIA
592
J.P. Marvel Investment Advisors
Massachusetts
$9.59M -$7.34K -124 -0.1%
CW
593
Cabot-Wellington
Massachusetts
$9.44M -$24.6K -416 -0.3%
SAM
594
Strategy Asset Managers
California
$9.35M -$295K -4,980 -3%
BPB
595
Badgley, Phelps & Bell
Washington
$9.29M +$352K +5,949 +4%
WI
596
Wafra Inc
New York
$9.28M -$6.6M -111,395 -42%
CCA
597
Cobblestone Capital Advisors
New York
$9.23M -$7.4K -125 -0.1%
Jones Financial Companies
598
Jones Financial Companies
Missouri
$9.2M -$727K -12,272 -7%
DCM
599
Destrier Capital Management
New York
$9.18M +$9.18M +155,000 New
CA
600
Cullinan Associates
Kentucky
$9.15M -$38.5K -650 -0.4%
22 23
24
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