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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 %
BWAM
951
Boyd Watterson Asset Management
Ohio
$3.26M +$137K +2,311 +4%
BIC
952
Bridges Investment Counsel
Nebraska
$3.26M -$982K -16,581 -23%
LOAMU
953
Lombard Odier Asset Management (USA)
New York
$3.26M +$3.26M +55,000 New
BFIM
954
Beese Fulmer Investment Management
Ohio
$3.24M +$110K +1,902 +4%
CCA
955
Catalyst Capital Advisors
New York
$3.24M +$2.66M +45,000 +466%
LIM
956
Leavell Investment Management
Alabama
$3.23M +$123K +2,072 +4%
BG
957
Bollard Group
Massachusetts
$3.23M +$14.5K +245 +0.5%
SBL
958
Sargent Bickham Lagudis
Colorado
$3.21M +$3.21M +54,148 New
FLPIM
959
F.L. Putnam Investment Management
Massachusetts
$3.21M +$43.1K +727 +1%
LGC
960
Laurel Grove Capital
California
$3.2M -$23.7K -400 -0.7%
WWM
961
Willingdon Wealth Management
North Carolina
$3.2M +$3.2M +54,006 New
SCM
962
Stonebridge Capital Management
California
$3.2M +$349K +5,895 +12%
MIFH
963
Migdal Insurance & Financial Holdings
Israel
$3.18M -$1.56M -26,400 -33%
CFP
964
Cornerstone Financial Partners
North Carolina
$3.17M -$248K -4,180 -7%
FMC
965
First Merchants Corp
Indiana
$3.13M -$170K -2,878 -5%
CAM
966
Congress Asset Management
Massachusetts
$3.1M +$90K +1,519 +3%
BCCM
967
Bridge Creek Capital Management
Massachusetts
$3.1M +$62.2K +1,050 +2%
CHAM
968
Clear Harbor Asset Management
Connecticut
$3.1M -$694K -11,718 -18%
IB
969
Intrust Bank
Kansas
$3.07M +$1.07M +18,114 +54%
RC
970
Roundview Capital
New Jersey
$3.03M +$311K +5,250 +11%
NMIFOAC
971
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.03M – – –
BW
972
Bison Wealth
Georgia
$3.02M +$126K +2,125 +4%
PL
973
Parthenon LLC
Kentucky
$3.02M +$35.5K +600 +1%
WAS
974
WESPAC Advisors SoCal
California
$3.02M -$115K -1,945 -4%
MIM
975
Midwest Investment Management
Ohio
$3.02M +$102K +1,715 +3%
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