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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 %
AI
826
Ariel Investments
Illinois
$4.63M -$3.17M -53,586 -41%
MCMT
827
Moon Capital Management (Tennessee)
Tennessee
$4.63M +$67.8K +1,145 +1%
SGK
828
Steigerwald Gordon & Koch
Virginia
$4.62M +$4.43M +76,576 +2,423%
AA
829
Ancora Advisors
Ohio
$4.61M +$256K +4,316 +6%
GCM
830
Garland Capital Management
Washington
$4.61M +$57.8K +900 +1%
LD
831
Lipe & Dalton
New York
$4.59M -$87.3K -1,475 -2%
FAM
832
Fred Alger Management
New York
$4.56M -$5.7M -96,291 -56%
SCP
833
Scoria Capital Partners
Connecticut
$4.54M +$4.54M +76,700 New
DLG
834
Daniel L. Goodwin
$4.53M – – –
DWA
835
Douglass Winthrop Advisors
New York
$4.52M -$29.4K -496 -0.6%
ANBT
836
American National Bank & Trust
Texas
$4.5M -$353K -5,958 -7%
FDCC
837
Foster Dykema Cabot & Co
Massachusetts
$4.49M -$43.5K -735 -1%
OC
838
Oakworth Capital
Alabama
$4.49M +$24.2K +408 +0.5%
EVM
839
Evelyn V. Moreno
$4.48M +$293K +4,945 +7%
DT
840
Diversified Trust
Tennessee
$4.48M -$440K -7,423 -9%
BONST
841
Bank of Nova Scotia Trust
Ontario, Canada
$4.47M -$1.82M -30,685 -29%
BAM
842
Boyar Asset Management
New York
$4.46M +$35.7K +603 +0.8%
ACI
843
Alpha Cubed Investments
California
$4.4M -$411K -6,934 -9%
BAM
844
Burnham Asset Management
New York
$4.4M -$836K -14,007 -16%
LIC
845
Lodestar Investment Counsel
Illinois
$4.38M +$967K +16,332 +28%
SRCM
846
Sterling Ridge Capital Management
New York
$4.36M +$4.36M +73,646 New
CTA
847
Colonial Trust Advisors
South Carolina
$4.34M +$5.92K +100 +0.1%
NI
848
Numeric Investors
Massachusetts
$4.34M +$1.8M +30,400 +71%
SIC
849
Sigma Investment Counselors
Michigan
$4.34M +$54.3K +916 +1%
IA
850
IFP Advisors
Florida
$4.33M -$5.5M -54,423 -56%
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