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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 %
SLI
601
Sumitomo Life Insurance
Japan
$9.12M -$257K -4,340 -3%
BOTW
602
Bank of the West
California
$9.08M +$144K +2,426 +2%
EA
603
Euclid Advisors
Connecticut
$9.06M -$10M -168,985 -52%
PCM
604
Parsons Capital Management
Rhode Island
$8.97M +$268K +4,517 +3%
SBIA
605
Sheaff Brock Investment Advisors
Indiana
$8.96M -$655K -11,055 -7%
CIC
606
Cornercap Investment Counsel
Georgia
$8.93M -$235K -3,965 -3%
SI
607
Stephens Inc
Arkansas
$8.91M -$116K -1,964 -1%
JAM
608
JCIC Asset Management
Ontario, Canada
$8.9M -$250K -4,225 -3%
WA
609
Wasatch Advisors
Utah
$8.88M -$894K -14,969 -9%
WB
610
Webster Bank
Connecticut
$8.8M +$13.4K +226 +0.2%
WAM
611
Wilsey Asset Management
California
$8.79M -$21K -355 -0.2%
HCMNY
612
Howard Capital Management (New York)
New York
$8.7M +$42.2K +713 +0.5%
JIM
613
Jupiter Investment Management
United Kingdom
$8.65M +$4.94M +83,371 +133%
TSW
614
Thompson Siegel & Walmsley
Virginia
$8.65M -$2.86M -48,275 -25%
HFS
615
Haverford Financial Services
Pennsylvania
$8.64M +$342K +5,767 +4%
V
616
Veritable
Delaware
$8.61M -$418K -7,058 -5%
Mariner
617
Mariner
Kansas
$8.55M +$1.26M +21,277 +17%
TIM
618
Thompson Investment Management
Wisconsin
$8.54M +$10.4K +176 +0.1%
DMIC
619
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.52M +$2.24M +37,748 +36%
CSC
620
Cove Street Capital
California
$8.52M -$1.51M -25,580 -15%
RAM
621
Riggs Asset Management
Pennsylvania
$8.49M -$121K -2,039 -1%
HP
622
Hosking Partners
United Kingdom
$8.47M +$616K +10,409 +8%
Cambridge Investment Research Advisors
623
Cambridge Investment Research Advisors
Iowa
$8.43M +$39.9K +674 +0.5%
NLI
624
Nippon Life Insurance
Japan
$8.43M -$194K -3,278 -2%
FAAS
625
First Allied Advisory Services
California
$8.4M -$93.9K -1,583 -1%
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25
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