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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 %
SCM
751
Schneider Capital Management
Pennsylvania
$5.92M -$5.61M -94,700 -49%
JC
752
JBF Capital
Colorado
$5.92M +$1.18M +20,000 +25%
PAG
753
Private Advisor Group
New Jersey
$5.92M -$196K -3,253 -3%
BHIA
754
Birch Hill Investment Advisors
Massachusetts
$5.9M -$635K -10,722 -10%
BCM
755
BTC Capital Management
Iowa
$5.9M +$738K +12,471 +14%
BCMNY
756
Buckingham Capital Management (New York)
New York
$5.87M -$859K -14,508 -13%
TBA
757
Tower Bridge Advisors
Pennsylvania
$5.85M +$35.5K +600 +0.6%
PI
758
Pettee Investors
Connecticut
$5.84M -$309K -5,212 -5%
MYLI
759
Meiji Yasuda Life Insurance
Japan
$5.83M +$225K +3,800 +4%
CAM
760
Centre Asset Management
New York
$5.76M -$188K -3,170 -3%
MCM
761
Murphy Capital Management
New Jersey
$5.76M +$204K +3,445 +4%
CBOR
762
Community Bank of Raymore
Missouri
$5.69M – – –
CC
763
ClearArc Capital
Ohio
$5.68M -$127K -2,150 -2%
BCM
764
Bourgeon Capital Management
Connecticut
$5.64M -$103K -1,746 -2%
NPF
765
Norris Perne & French
Michigan
$5.62M +$806K +13,615 +17%
NB
766
Norinchukin Bank
Japan
$5.6M +$801K +13,534 +17%
FNB
767
First Niagara Bank
New York
$5.57M +$238K +4,018 +4%
BC
768
Bartlett & Co
Ohio
$5.56M -$16.9K -285 -0.3%
EWM
769
Edge Wealth Management
New York
$5.54M +$143K +2,421 +3%
AC
770
Alley Company
Illinois
$5.52M +$2.43K +41 +0%
CCC
771
Cincinnati Casualty Company
Ohio
$5.51M – – –
CSUI
772
Cincinnati Specialty Underwriters Insurance
Ohio
$5.51M – – –
CTA
773
Chesley Taft & Associates
Illinois
$5.5M +$264K +4,458 +5%
ACPU
774
Arrowgrass Capital Partners (US)
Delaware
$5.46M +$2.96M +50,002 +118%
AF
775
Arrow Financial
New York
$5.43M +$284K +4,789 +6%
29 30
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