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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 %
CIM
851
CenturyLink Investment Management
Colorado
$4.32M +$203K +3,433 +5%
Pacer Advisors
852
Pacer Advisors
Pennsylvania
$4.29M +$146K +2,461 +4%
MSR
853
Main Street Research
Connecticut
$4.28M -$4.45M -75,085 -51%
VV
854
Verity & Verity
South Carolina
$4.27M -$108K -1,832 -2%
ST
855
Sentinel Trust
Texas
$4.24M -$1.07M -18,023 -20%
BAAM
856
Baker Avenue Asset Management
California
$4.22M -$86.8K -1,465 -2%
CCM
857
CWH Capital Management
Washington
$4.22M +$101K +1,698 +2%
LH
858
Lebenthal Holdings
New York
$4.21M +$1.17M +19,725 +38%
ACM
859
Apex Capital Management
Ohio
$4.2M -$445K -7,514 -10%
DCM
860
Delta Capital Management
New Jersey
$4.2M -$25.2K -425 -0.6%
ED
861
Exane Derivatives
France
$4.19M +$3.46M +58,409 +473%
CWM
862
Concert Wealth Management
California
$4.19M +$63.1K +1,091 +2%
SB
863
Simmons Bank
Arkansas
$4.19M +$4.19M +70,707 New
AL
864
Aspiriant LLC
California
$4.12M +$4.12M +69,614 New
BCP
865
Blue Chip Partners
Michigan
$4.12M +$101K +1,708 +3%
FA
866
Fagan Associates
New York
$4.11M +$67.2K +1,134 +2%
PP
867
Pegasus Partners
Wisconsin
$4.09M -$75.8K -1,280 -2%
BHWM
868
Bar Harbor Wealth Management
New Hampshire
$4.09M -$106K -1,784 -3%
HAI
869
Hennessy Advisors Inc
California
$4.09M +$59.2K +1,000 +1%
SWP
870
Stratos Wealth Partners
Ohio
$4.09M +$304K +5,127 +8%
ACM
871
Alpha Capital Management
Texas
$4.07M +$112K +1,897 +3%
SHGA
872
Sand Hill Global Advisors
California
$4.03M +$139K +2,344 +4%
AL
873
Agran Libbie
California
$4.03M +$848K +14,316 +27%
PGIM
874
Pacific Global Investment Management
California
$4.01M +$301K +5,090 +8%
NCM
875
Nelson Capital Management
California
$4M +$19.5K +330 +0.5%
33 34
35
36 37