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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 %
PCM
726
Palouse Capital Management
Washington
$6.48M -$63.7K -1,076 -1%
BPM
727
Bowling Portfolio Management
Ohio
$6.47M +$1.84M +31,034 +40%
SSWM
728
Smith Salley Wealth Management
North Carolina
$6.47M +$362K +6,116 +6%
BFM
729
Boston Financial Management
Massachusetts
$6.47M -$473K -7,993 -7%
FM
730
Foster & Motley
Ohio
$6.38M +$82.1K +1,387 +1%
AIM
731
Avity Investment Management
Connecticut
$6.38M -$191K -3,090 -3%
SCM
732
Suffolk Capital Management
New York
$6.36M +$232K +3,925 +4%
IFB
733
iAB Financial Bank
Indiana
$6.26M +$135K +2,281 +2%
SCA
734
Stonebridge Capital Advisors
Minnesota
$6.23M +$115K +1,937 +2%
OMC
735
Overbrook Management Corp
New York
$6.22M -$8.11K -137 -0.1%
ERIM
736
Eagle Ridge Investment Management
Connecticut
$6.2M -$63.3K -1,068 -1%
CWM
737
Calamos Wealth Management
Illinois
$6.17M +$366K +6,186 +6%
HRC
738
Hoertkorn Richard Charles
$6.14M -$237K -4,000 -4%
BC
739
Brookfield Corp
Ontario, Canada
$6.12M -$1.55M -26,150 -20%
DG
740
Davidson & Garrard
Virginia
$6.11M +$40.3K +681 +0.7%
FAT
741
First American Trust
California
$6.1M +$156K +2,629 +3%
LMIM
742
Lockheed Martin Investment Management
Maryland
$6.04M -$1.6M -27,000 -21%
AR
743
Advisory Research
Illinois
$6.03M -$11.4M -192,670 -65%
FMII
744
Farmers & Merchants Investments Inc
Nebraska
$6.02M +$253K +4,275 +4%
DY
745
Dowling & Yahnke
California
$6M +$27.7K +468 +0.5%
GIM
746
Grassi Investment Management
California
$5.98M -$90K -1,519 -1%
CNBT
747
Canandaigua National Bank & Trust
New York
$5.96M -$19.2K -324 -0.3%
CA
748
Continental Advisors
Utah
$5.96M +$444K +7,500 +8%
MF
749
Magnetar Financial
Illinois
$5.95M +$5.95M +100,512 New
SDJVC
750
St. Denis J. Villere & Co
Louisiana
$5.94M +$571K +9,650 +11%
28 29
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