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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
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$631M -$284K -4,800 -0%
Prudential Financial
52
Prudential Financial
New Jersey
$629M +$38.6M +651,370 +7%
AL
53
AJO LP
Pennsylvania
$624M +$11.3M +191,001 +2%
EVM
54
Eaton Vance Management
Massachusetts
$623M -$25.6M -433,018 -4%
TIM
55
Thornburg Investment Management
New Mexico
$614M -$20.7M -349,436 -3%
Capital Research Global Investors
56
Capital Research Global Investors
California
$608M +$177M +2,996,800 +41%
Sanders Capital
57
Sanders Capital
Florida
$546M +$36.5M +616,120 +7%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$542M -$30.8M -520,732 -5%
ClearBridge Investments
59
ClearBridge Investments
New York
$537M -$1.71M -28,890 -0.3%
PPA
60
Parametric Portfolio Associates
Washington
$537M +$7.38M +124,668 +1%
GA
61
Greenhaven Associates
New York
$536M -$881K -14,882 -0.2%
RFC
62
Russell Frank Company
Washington
$535M +$47.3M +798,087 +10%
PI
63
Putnam Investments
Massachusetts
$532M +$14.3M +240,660 +3%
APG Asset Management
64
APG Asset Management
Netherlands
$523M +$20.9M +352,515 +4%
American Century Companies
65
American Century Companies
Missouri
$515M -$70.2M -1,185,386 -12%
Principal Financial Group
66
Principal Financial Group
Iowa
$504M +$1.68M +28,429 +0.3%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$480M +$59.9M +1,011,458 +14%
CS
68
Credit Suisse
Switzerland
$478M -$113M -1,900,526 -19%
O
69
OppenheimerFunds
New York
$476M -$198M -3,342,969 -29%
BlackRock
70
BlackRock
New York
$468M -$122M -2,051,791 -21%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$457M +$5.08M +85,763 +1%
PP
72
Prudential plc
United Kingdom
$456M +$25.5M +429,922 +6%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$426M -$172K -2,907 -0%
Fidelity International
74
Fidelity International
Bermuda
$423M -$44.3M -748,830 -9%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$418M -$33.9M -571,931 -7%
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