JPMorgan Chase
JPM
1,905 hedge funds and large institutions have $159B invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 884 increasing their positions, 724 reducing their positions, and 118 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 884 | Existing positions reduced: 724
14% more call options, than puts
Call options by funds: $2.04B | Put options by funds: $1.8B
0.55% more ownership
Funds ownership: 74.85% → 75.41% (+0.55%)
2% less funds holding
Funds holding: 1,944 → 1,905 (-39)
13% less first-time investments, than exits
New positions opened: 103 | Existing positions closed: 118
13% less capital invested
Capital invested by funds: $183B → $159B (-$24.1B)
29% less funds holding in top 10
Funds holding in top 10: 446 → 316 (-130)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.02B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$434M |
| 3 |
Primecap Management
Pasadena,
California
|
+$363M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$332M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$187M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.48B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$461M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$197M |
| 4 |
O
OppenheimerFunds
New York
|
-$195M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$163M |
JPM Hedge Fund Activity: Q1 2016 in Review
1,905 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2016, worth a combined $159B — down 13% from $183B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of JPM and 103 opened new positions — a net loss of 15 holders — while 724 trimmed existing stakes and 884 added.
The largest buyer was Royal London Asset Management, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $1.48B.
- 1,905 institutional investors held JPMorgan Chase (JPM) as of Q1 2016, down from 1,944 in Q4 2015.
- Funds reported $159B of JPMorgan Chase stock for Q1 2016, down 13% quarter-over-quarter.
- 103 funds opened new JPMorgan Chase positions in Q1 2016 and 118 closed out, a net change of -15 holders.
- The largest JPMorgan Chase buyer in Q1 2016 was Royal London Asset Management, an estimated $3.02B added.
- The largest JPMorgan Chase seller in Q1 2016 was Fidelity Investments, an estimated $1.48B sold.
Based on aggregated 13F filings for Q1 2016.