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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 %
BTNA
776
Bremer Trust National Association
Minnesota
$5.41M +$118K +1,985 +2%
WBG
777
Wharton Business Group
Pennsylvania
$5.39M -$39.4K -666 -0.7%
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.37M +$911K +15,379 +20%
MYAM
779
Meiji Yasuda Asset Management
Japan
$5.35M +$40.3K +680 +0.8%
QOP
780
Quinn Opportunity Partners
Virginia
$5.33M +$2.02M +34,100 +61%
FNFDCM
781
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.32M +$179K +3,030 +3%
FCT
782
Family Capital Trust
Massachusetts
$5.32M +$726K +12,252 +16%
PFP
783
Pinnacle Financial Partners
Tennessee
$5.25M +$1.04M +17,518 +25%
CFA
784
Carroll Financial Associates
North Carolina
$5.24M -$44K -743 -0.8%
CIC
785
Carnegie Investment Counsel
Ohio
$5.23M +$436K +7,362 +9%
CA
786
Cornerstone Advisors
North Carolina
$5.23M -$2.37M -40,000 -31%
NCM
787
Narwhal Capital Management
Georgia
$5.19M +$133K +2,250 +3%
BOH
788
Bank of Hawaii
Hawaii
$5.19M -$624K -10,542 -11%
OSNBOA
789
Old Second National Bank of Aurora
Illinois
$5.18M +$77.6K +1,311 +2%
NEAM
790
New England Asset Management
Connecticut
$5.18M -$598K -10,106 -10%
LPC
791
Loeb Partners Corp
New York
$5.16M -$450K -7,600 -8%
BCMO
792
Buckingham Capital Management (Ohio)
Ohio
$5.16M +$529K +8,939 +11%
CCM
793
Compton Capital Management
Rhode Island
$5.16M +$62.8K +1,060 +1%
RIM
794
Regent Investment Management
Kentucky
$5.15M +$10.7K +180 +0.2%
FA
795
FDx Advisors
Illinois
$5.08M +$89.9K +1,519 +2%
EWM
796
Evercore Wealth Management
New York
$5.07M -$842K -14,219 -14%
TC
797
Trust Company
Kansas
$5.06M +$351K +5,926 +7%
CC
798
Colrain Capital
Massachusetts
$5.05M -$539K -9,100 -10%
PTC
799
Private Trust Company
Ohio
$5.04M -$324K -5,479 -6%
AF
800
Ally Financial
Michigan
$5.03M +$296K +5,000 +6%
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