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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 %
FTC
701
Farmers Trust Company
Ohio
$6.91M +$128K +2,159 +2%
NC
702
Northpointe Capital
Michigan
$6.89M +$1.03M +17,344 +18%
SIC
703
Salem Investment Counselors
North Carolina
$6.89M +$148K +2,500 +2%
AT
704
Argent Trust
Texas
$6.86M +$1.54K +26 +0%
CAN
705
Cetera Advisor Networks
California
$6.85M -$132K -2,225 -2%
PA
706
Profund Advisors
Maryland
$6.85M -$2.18M -36,806 -24%
FFBTD
707
First Financial Bank - Trust Division
Ohio
$6.84M +$67.7K +1,144 +1%
1SB
708
1ST Source Bank
Indiana
$6.83M -$135K -2,279 -2%
ACH
709
ArrowMark Colorado Holdings
Colorado
$6.81M – – –
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$6.8M +$376K +6,353 +6%
ECM
711
Exchange Capital Management
Michigan
$6.78M +$2.2M +37,097 +48%
OCM
712
Oakwood Capital Management
California
$6.77M +$295K +4,989 +5%
EAM
713
EULAV Asset Management
Florida
$6.75M -$474K -8,000 -7%
TMAM
714
Tokio Marine Asset Management
Japan
$6.75M +$311K +5,255 +5%
TB
715
Terril Brothers
Missouri
$6.68M +$1.11M +18,800 +20%
EGM
716
Engineers Gate Manager
New York
$6.67M +$1.11M +18,824 +20%
EML
717
Eos Management LP
New York
$6.64M +$64.7K +1,093 +1%
BKBG
718
BHF Kleinwort Benson Group
Belgium
$6.62M -$25.2M -425,816 -79%
SWM
719
SVA Wealth Management
Wisconsin
$6.61M +$30.4K +514 +0.5%
CI
720
Capital International
California
$6.59M – – –
SC
721
SouthState Corp
Florida
$6.58M +$148K +2,503 +2%
WF
722
WealthTrust Fairport
Ohio
$6.56M +$107K +1,805 +2%
AHC
723
Anderson Hoagland & Co
Missouri
$6.52M +$209K +3,526 +3%
RCP
724
Rothschild Capital Partners
New York
$6.51M +$6.51M +109,900 New
JG
725
Jefferies Group
New York
$6.48M +$5.51M +93,012 +568%
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