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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 %
ECM
926
ETrade Capital Management
Virginia
$3.44M +$378K +6,390 +12%
KCMRT
927
Kemper Corp Master Retirement Trust
Illinois
$3.44M – – –
ECM
928
Everence Capital Management
Indiana
$3.43M – – –
HFM
929
Hartford Financial Management
Connecticut
$3.43M +$19.7K +333 +0.6%
UFG
930
United Fire Group
Iowa
$3.42M – – –
PAM
931
Peak Asset Management
Colorado
$3.4M +$106K +1,793 +3%
COI
932
Connable Office Inc
Michigan
$3.39M +$259K +4,369 +8%
JPC
933
Jackson Park Capital
Utah
$3.38M +$3.38M +57,000 New
Carson Wealth (CWM LLC)
934
Carson Wealth (CWM LLC)
Nebraska
$3.38M -$7.35M -124,038 -69%
WSCM
935
Wellington Shields Capital Management
New York
$3.37M -$169K -2,858 -5%
CCMINC
936
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.36M +$7.82K +132 +0.2%
CWM
937
Catamount Wealth Management
Connecticut
$3.36M -$81.9K -1,383 -2%
TCOT
938
Trust Company of Toledo
Ohio
$3.35M +$199K +3,355 +6%
VFS
939
VSR Financial Services
Kansas
$3.33M +$87.5K +1,477 +3%
HAG
940
HighPoint Advisor Group
Illinois
$3.33M +$619K +9,681 +23%
LPT
941
Legacy Private Trust
Wisconsin
$3.31M -$583K -9,855 -15%
HBT
942
Hills Bank & Trust
Iowa
$3.3M +$361K +6,094 +12%
BWP
943
Baldwin Wealth Partners
Massachusetts
$3.3M -$899K -15,172 -21%
EGA
944
E&G Advisors
Texas
$3.29M +$28.5K +481 +0.9%
ST
945
Spot Trading
Illinois
$3.29M +$63.9K +1,079 +2%
PCA
946
PL Capital Advisors
Florida
$3.29M – – –
AP
947
Advisor Partners
California
$3.28M -$796K -13,439 -20%
OMCS
948
Old Mutual Customised Solutions
South Africa
$3.28M -$574K -9,700 -15%
IFAM
949
Institutional & Family Asset Management
Colorado
$3.27M -$6.47K -98 -0.2%
MAM
950
Mizuho Asset Management
Japan
$3.27M -$1.17M -19,355 -26%
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