JPM icon

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 %
VWM
801
Venturi Wealth Management
Texas
$5.03M +$1.24M +21,009 +33%
HVIA
802
Hudson Valley Investment Advisors
New York
$5.03M +$72.2K +1,220 +1%
BO
803
BRR OpCo
Ohio
$5.03M -$10.8K -182 -0.2%
OWD
804
Osborn Williams & Donohoe
Ohio
$5.03M +$33.4K +564 +0.7%
CG
805
Clinton Group
New York
$5.01M +$3.57M +60,221 +247%
EOJOAM
806
E. Ohman J:or Asset Management
Sweden
$5M -$184K -3,100 -4%
PAIM
807
Punch & Associates Investment Management
Minnesota
$4.98M -$134K -2,265 -3%
SHA
808
Smith Hayes Advisers
Nebraska
$4.95M +$221K +3,732 +5%
SAM
809
Security Asset Management
New York
$4.95M +$903K +15,252 +22%
RJA
810
Robshaw & Julian Associates
New York
$4.95M +$17.8K +300 +0.4%
BIM
811
Bridges Investment Management
Nebraska
$4.93M +$208K +3,506 +4%
AWCI
812
Alpine Woods Capital Investors
New York
$4.92M -$130K -2,200 -3%
IP
813
Investment Partners
Ohio
$4.89M +$3.88M +58,747 +385%
CI
814
Constellation Investments
Ohio
$4.88M +$94.7K +1,600 +2%
WKWM
815
Walter & Keenan Wealth Management
Indiana
$4.87M +$178K +3,000 +4%
VKH
816
Virtu KCG Holdings
New York
$4.85M +$1.05M +17,661 +28%
AAM
817
AR Asset Management
California
$4.82M +$531K +8,960 +12%
MSV
818
MN Services Vermogensbeheer
Netherlands
$4.8M +$4.8M +92,268 New
MA
819
Montag & Associates
Georgia
$4.78M -$230K -3,889 -5%
WRM
820
Westport Resources Management
Connecticut
$4.76M -$519K -8,771 -10%
Jane Street
821
Jane Street
New York
$4.75M +$4.39M +74,158 +1,239%
SFS
822
Strategic Financial Services
New York
$4.71M +$326K +5,503 +7%
FG
823
Fiduciary Group
Georgia
$4.69M +$169K +2,861 +4%
OA
824
Oxbow Advisors
Texas
$4.64M -$242K -4,087 -5%
AC
825
Addenda Capital
Quebec, Canada
$4.64M -$461K -7,783 -9%
31 32
33
34 35