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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 %
ISB
876
Iowa State Bank
Iowa
$3.98M +$25.2K +425 +0.6%
SAM
877
Selway Asset Management
$3.97M +$77K +1,300 +2%
BOC
878
Barbara Oil Co
Illinois
$3.97M – – –
EFS
879
Essex Financial Services
Connecticut
$3.97M +$120K +2,031 +3%
MC
880
MRJ Capital
New York
$3.96M -$1M -16,900 -20%
HMC
881
Harvard Management Company
Massachusetts
$3.94M +$943K +15,926 +31%
FMT
882
First Mercantile Trust
Tennessee
$3.93M -$934K -15,764 -19%
AA
883
Apriem Advisors
California
$3.92M +$173K +2,917 +5%
MC
884
Moors & Cabot
Massachusetts
$3.92M +$56.4K +949 +1%
CIA
885
Capital Investment Advisors
Georgia
$3.92M +$343K +5,787 +10%
DLCIG
886
D.L. Carlson Investment Group
New Hampshire
$3.91M +$66.3K +1,120 +2%
CII
887
Capital International Inc
California
$3.9M -$2.77M -46,750 -42%
III
888
Independent Investors Inc
New York
$3.9M – – –
WTB
889
Washington Trust Bank
Washington
$3.86M -$18.4K -311 -0.5%
SIA
890
SeaBridge Investment Advisors
New Jersey
$3.85M -$333K -5,630 -8%
BHB
891
Bank Hapoalim BM
Israel
$3.8M +$97.4K +1,645 +3%
KJHP
892
K.J. Harrison & Partners
Ontario, Canada
$3.78M -$3.15M -53,168 -45%
AIC
893
Argus Investors Counsel
New York
$3.77M – – –
CT
894
Chicago Trust
Illinois
$3.75M -$686K -11,590 -15%
SGCA
895
Steel Grove Capital Advisors
Tennessee
$3.75M – – –
LA
896
LVW Advisors
New York
$3.74M +$55.5K +937 +2%
JAM
897
Jolley Asset Management
North Carolina
$3.74M +$192K +3,244 +5%
DP
898
Dearborn Partners
Illinois
$3.72M -$2.22M -37,569 -37%
SCA
899
Stieven Capital Advisors
Missouri
$3.72M -$11.8K -200 -0.3%
ECM
900
Element Capital Management
New York
$3.72M +$890K +15,022 +31%
34 35
36
37 38