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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 %
CCM
976
Coldstream Capital Management
Washington
$3.01M -$50.4K -851 -2%
PIM
977
Penobscot Investment Management
Massachusetts
$3M +$70.5K +1,190 +2%
GCP
978
GSA Capital Partners
United Kingdom
$2.99M +$2.77M +46,843 +1,278%
CT
979
Cambridge Trust
Massachusetts
$2.99M +$478K +8,068 +19%
CBN
980
Cadence Bank NA
Texas
$2.98M +$96.5K +1,630 +3%
BBHC
981
Brown Brothers Harriman & Co
New York
$2.98M -$9.36K -158 -0.3%
BPC
982
Banque Pictet & Cie
Switzerland
$2.98M +$269K +4,540 +10%
KG
983
Killen Group
Pennsylvania
$2.97M -$252K -4,262 -8%
MC
984
Mathes Company
New York
$2.97M -$191K -3,225 -6%
GKFF
985
George Kaiser Family Foundation
Oklahoma
$2.97M +$522K +8,816 +21%
HW
986
Hedeker Wealth
Illinois
$2.97M -$297K -5,020 -9%
ACP
987
Aviance Capital Partners
Florida
$2.96M -$404K -6,829 -12%
LNWWM
988
Laird Norton Wetherby Wealth Management
California
$2.96M -$74K -1,250 -2%
EGM
989
Espalier Global Management
New York
$2.96M +$2.96M +50,000 New
BPM
990
Bronson Point Management
Connecticut
$2.96M +$2.96M +50,000 New
PTB
991
Pioneer Trust Bank
Oregon
$2.96M +$134K +2,270 +5%
BAS
992
Brown Advisory Securities
Maryland
$2.95M +$266K +4,481 +10%
CIM
993
Calvert Investment Management
Maryland
$2.95M -$4.48M -75,618 -60%
UBWV
994
United Bank (West Virginia)
West Virginia
$2.94M -$60.4K -1,020 -2%
SACTSONJ
995
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.93M – – –
CNC
996
Citizens & Northern Corp
Pennsylvania
$2.92M +$197K +3,335 +7%
DPIM
997
Duff & Phelps Investment Management
Illinois
$2.9M -$711K -12,005 -20%
MCM
998
Mengis Capital Management
Oregon
$2.89M +$324K +5,477 +13%
EM
999
Excalibur Management
Massachusetts
$2.88M +$44.4K +750 +2%
CAL
1000
Capital Analysts LLC
Pennsylvania
$2.87M +$66.1K +1,116 +2%
38 39
40
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