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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 %
CCFCSB
651
Cape Cod Five Cents Savings Bank
Massachusetts
$7.87M +$275K +4,644 +4%
LM
652
Lincluden Management
Ontario, Canada
$7.87M +$37.6K +635 +0.5%
CIS
653
Connors Investor Services
Pennsylvania
$7.86M +$320K +5,451 +4%
AIU
654
Algebris Investments (UK)
United Kingdom
$7.85M +$4.29M +72,500 +121%
IA
655
Icon Advisers
Colorado
$7.85M +$41.5K +700 +0.5%
RW
656
Rand Wealth
Maryland
$7.85M +$171K +2,885 +2%
AB
657
Amalgamated Bank
New York
$7.85M +$2.08M +35,174 +36%
CRCM
658
Crystal Rock Capital Management
Illinois
$7.84M +$249K +4,200 +3%
JIC
659
Johnson Investment Counsel
Ohio
$7.76M +$246K +4,148 +3%
KFC
660
Klingenstein Fields & Co
New York
$7.7M -$1.18M -19,844 -13%
VW
661
Vantage Wealth
California
$7.67M +$54.8K +925 +0.7%
CW
662
Cobiz Wealth
Colorado
$7.65M -$278K -4,697 -4%
AC
663
AFAM Capital
Texas
$7.65M -$414K -6,987 -5%
IMAS
664
ID Management A/S
Denmark
$7.64M – – –
BIA
665
Biondo Investment Advisors
Pennsylvania
$7.64M -$40.9K -690 -0.5%
SSB
666
Sandy Spring Bank
Maryland
$7.62M +$898K +15,159 +13%
MERSOM
667
Municipal Employees' Retirement System of Michigan
Michigan
$7.61M +$69.3K +1,170 +0.9%
FHA
668
First Horizon Advisors
Tennessee
$7.6M +$291K +4,852 +4%
PRA
669
Parametric Risk Advisors
Connecticut
$7.59M +$2.41M +40,692 +47%
RL
670
Ruffer LLP
United Kingdom
$7.48M +$1.52M +25,744 +26%
CIA
671
Choate Investment Advisors
Massachusetts
$7.46M -$3.67K -62 -0%
Parallax Volatility Advisers
672
Parallax Volatility Advisers
California
$7.45M -$12.9M -217,675 -63%
IC
673
InterOcean Capital
Illinois
$7.42M +$2.55M +43,094 +52%
CIS
674
Capital International Sarl
California
$7.39M -$231K -3,900 -3%
Nomura Holdings
675
Nomura Holdings
Japan
$7.39M +$1.23M +25,560 +20%
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