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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 %
WAM
676
Winslow Asset Management
Ohio
$7.38M -$1.11M -18,727 -13%
CWM
677
Cabot Wealth Management
Massachusetts
$7.37M -$8.82K -149 -0.1%
FMBTD
678
First Midwest Bank Trust Division
Illinois
$7.37M +$1.76M +29,685 +31%
CCM
679
Channing Capital Management
Illinois
$7.31M +$56.6K +955 +0.8%
BCM
680
BlueCrest Capital Management
Jersey
$7.3M -$3.63M -61,280 -33%
LIA
681
LS Investment Advisors
Michigan
$7.22M +$200K +3,381 +3%
M
682
MOTCO
Texas
$7.19M +$2.47M +41,657 +52%
TCM
683
Tradition Capital Management
New Jersey
$7.18M -$409K -6,905 -5%
KCM
684
Kanawha Capital Management
Virginia
$7.18M +$62.8K +1,061 +0.9%
CI
685
Conning Inc
Connecticut
$7.16M -$132K -2,281 -2%
1IA
686
1834 Investment Advisors
Wisconsin
$7.13M +$537K +9,061 +8%
PP
687
Patten & Patten
Tennessee
$7.13M +$493K +8,320 +7%
IIM
688
Ivory Investment Management
New York
$7.1M +$7.1M +119,938 New
NRS
689
Neville Rodie & Shaw
New York
$7.09M -$208K -3,514 -3%
CANC
690
Culbertson A N & Co
Virginia
$7.09M +$179K +3,020 +3%
DIA
691
Denver Investment Advisors
Colorado
$7.08M -$136K -2,291 -2%
AIP
692
Ameritas Investment Partners
Nebraska
$7.07M +$25K +423 +0.4%
PVH
693
Psagot Value Holdings
Israel
$7.06M -$2.04M -34,454 -22%
CF
694
CNA Financial
Illinois
$7.06M -$6.16M -103,975 -47%
TCOV
695
Trust Company of Vermont
Vermont
$7.06M -$81.9K -1,383 -1%
AIA
696
Alerus Investment Advisors
Minnesota
$7.06M +$270K +4,562 +4%
BAM
697
Baring Asset Management
United Kingdom
$7.04M -$3.79M -63,969 -35%
BBA
698
BLB&B Advisors
Pennsylvania
$6.96M +$336K +5,669 +5%
MFS
699
MSI Financial Services
Massachusetts
$6.94M +$382K +6,456 +6%
PIM
700
Perkins Investment Management
Illinois
$6.92M -$101K -1,697 -1%
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