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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 %
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.72M -$369K -6,239 -9%
RWA
902
Ropes Wealth Advisors
Massachusetts
$3.71M +$277K +4,685 +8%
UF
903
Univest Financial
Pennsylvania
$3.7M -$20.4K -345 -0.5%
PL
904
Parkwood LLC
Ohio
$3.68M -$635K -10,721 -15%
ANTB
905
AMG National Trust Bank
Colorado
$3.68M -$96.5K -1,630 -3%
TF
906
Tompkins Financial
New York
$3.64M +$109K +1,834 +3%
FB
907
Fulton Bank
Pennsylvania
$3.62M +$506K +8,549 +16%
GI
908
Gradient Investments
Minnesota
$3.62M +$3.53M +59,581 +3,884%
AGI
909
Athena Global Investors
Virginia
$3.61M +$1.44M +24,282 +66%
AL
910
Airain Ltd
Guernsey
$3.61M +$3.61M +60,900 New
HAM
911
Highstreet Asset Management
Ontario, Canada
$3.56M -$2.21M -37,349 -38%
JWBC
912
J.W. Burns & Co
New York
$3.56M +$64K +1,081 +2%
CFC
913
Cincinnati Financial Corp
Ohio
$3.55M – – –
LW
914
Linscomb Wealth
Texas
$3.55M +$82.3K +1,389 +2%
I
915
IberiaBank
Louisiana
$3.54M +$46.5K +785 +1%
CFA
916
Capstone Financial Advisors
Illinois
$3.53M -$80.1K -1,353 -2%
GCA
917
Greenwood Capital Associates
South Carolina
$3.52M -$142K -2,406 -4%
QI
918
Quotient Investors
New York
$3.52M +$1.58M +26,609 +81%
RAM
919
Redmond Asset Management
Virginia
$3.51M +$1.54K +26 +0%
SCM
920
Sterneck Capital Management
Missouri
$3.51M +$908K +15,326 +35%
NCMW
921
Northern Capital Management (Wisconsin)
Wisconsin
$3.51M -$1.48K -25 -0%
CB
922
Community Bank
New York
$3.51M +$153K +2,575 +5%
SC
923
Schulhoff & Co
Ohio
$3.49M -$80.5K -1,360 -2%
WPP
924
Whalerock Point Partners
Rhode Island
$3.46M +$128K +2,165 +4%
CBU
925
CIBC Bank USA
Illinois
$3.45M -$104K -1,757 -3%
35 36
37
38 39