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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
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
76
Nordea Investment Management
Sweden
$418M +$19.7M +333,334 +5%
TA
77
Teachers Advisors
New York
$415M +$17M +286,625 +4%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$399M -$57.9M -978,104 -13%
JHIU
79
Janus Henderson Investors US
Colorado
$393M -$4.17M -70,477 -1%
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$383M -$2.82M -47,622 -0.7%
AIM
81
abrdn Investment Management
United Kingdom
$383M +$19.5M +329,588 +5%
GE
82
General Electric
Ohio
$375M -$43.6M -735,792 -10%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$373M +$1.43M +24,167 +0.4%
MTB
84
Mizuho Trust & Banking
Japan
$362M +$11.9M +200,562 +3%
Swedbank
85
Swedbank
Sweden
$336M -$25.1M -423,165 -7%
Jennison Associates
86
Jennison Associates
New York
$333M -$17.4M -293,420 -5%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$333M -$7.77M -131,155 -2%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$325M +$151M +1,521,380 +86%
Pzena Investment Management
89
Pzena Investment Management
New York
$318M -$2.72M -45,915 -0.8%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$312M +$13.8M +232,760 +5%
BJ
91
BlackRock Japan
Japan
$306M -$9.34M -157,666 -3%
Diamond Hill Capital Management
92
Diamond Hill Capital Management
Ohio
$301M +$9.87M +166,644 +3%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$299M -$14.6M -247,100 -5%
EIG
94
EdgePoint Investment Group
Ontario, Canada
$298M +$14.4M +242,710 +5%
Fayez Sarofim & Co
95
Fayez Sarofim & Co
Texas
$294M -$6.29M -106,036 -2%
SP
96
Sarasin & Partners
United Kingdom
$283M -$34.9M -588,710 -11%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$282M -$81M -1,367,560 -22%
BWA
98
Brave Warrior Advisors
New York
$280M -$2.88M -48,682 -1%
WT
99
Wellcome Trust
United Kingdom
$278M – – –
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$278M -$11.8M -200,000 -4%
2 3
4
5 6