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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 %
TYCC
626
Texas Yale Capital Corp
Florida
$8.4M -$15K -253 -0.2%
CCT
627
Chemung Canal Trust
New York
$8.38M +$2.62M +44,185 +45%
EIM
628
Emerson Investment Management
Massachusetts
$8.36M +$102K +1,725 +1%
AHC
629
Adell Harriman & Carpenter
Texas
$8.31M -$43.5K -734 -0.5%
JCM
630
JS Capital Management
New York
$8.29M +$3.26M +55,000 +65%
CB
631
Chemical Bank
Michigan
$8.26M +$150K +2,530 +2%
TAM
632
Tocqueville Asset Management
New York
$8.22M -$50.3K -850 -0.6%
IG
633
ING Group
Netherlands
$8.16M -$91.7M -1,548,782 -92%
CEI
634
Clark Estates Inc
New York
$8.15M – – –
OAM
635
Origin Asset Management
United Kingdom
$8.14M +$1.39M +23,418 +21%
SC
636
Skylands Capital
Wisconsin
$8.12M -$195K -3,300 -2%
KIA
637
KCM Investment Advisors
California
$8.09M +$560K +9,456 +7%
DBT
638
Dubuque Bank & Trust
Iowa
$8.08M +$764K +12,896 +10%
GCA
639
Guardian Capital Advisors
Ontario, Canada
$8.08M +$108K +1,780 +1%
RC
640
RBO & Co
California
$8.05M +$513K +8,665 +7%
CTC
641
Central Trust Company
Missouri
$7.95M +$961K +16,226 +14%
RBA
642
Richard Bernstein Advisors
New York
$7.95M +$1.39M +23,400 +21%
NSEDCP
643
NJ State Employees Deferred Compensation Plan
New Jersey
$7.94M – – –
GW
644
GW & Wade
Massachusetts
$7.94M +$657K +11,100 +9%
FBC
645
Fairfield, Bush & Co
Connecticut
$7.93M +$475K +8,015 +6%
PWM
646
Patriot Wealth Management
Texas
$7.92M +$120K +2,026 +2%
FNT
647
First National Trust
Pennsylvania
$7.91M +$534K +9,015 +7%
PAM
648
Premier Asset Management
Illinois
$7.91M +$7.38M +124,555 +1,380%
WC
649
Wexford Capital
Florida
$7.91M +$7.91M +133,558 New
CA
650
Callahan Advisors
Texas
$7.89M +$339K +5,728 +4%
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