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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 %
IWM
1001
Integrated Wealth Management
California
$2.85M -$86.9K -1,467 -3%
BFO
1002
Boston Family Office
Massachusetts
$2.84M -$3.08K -52 -0.1%
HA
1003
Halsey Associates
Connecticut
$2.82M +$41.8K +705 +2%
AMM
1004
American Money Management
California
$2.82M +$365K +6,166 +15%
GIA
1005
GHP Investment Advisors
Colorado
$2.78M +$216K +3,652 +8%
WC
1006
Woodstock Corp
Massachusetts
$2.78M +$7.4K +125 +0.3%
CM
1007
Castleark Management
Illinois
$2.78M -$2.78M -47,000 -50%
MLIM
1008
Mountain Lake Investment Management
Florida
$2.78M +$1M +16,900 +56%
NPC
1009
National Planning Corporation
California
$2.76M -$657K -10,674 -19%
GJIC
1010
Gamble Jones Investment Counsel
California
$2.76M +$73.6K +1,243 +3%
ECM
1011
EagleClaw Capital Management
Massachusetts
$2.76M -$68.2K -1,150 -2%
WCM
1012
Washington Capital Management
Washington
$2.75M -$163K -2,750 -6%
VST
1013
Van Strum & Towne
California
$2.75M +$2.67K +45 +0.1%
PFM
1014
Premier Fund Managers
United Kingdom
$2.75M +$239K +4,000 +10%
ICOA
1015
Investment Centers of America
North Dakota
$2.75M +$1.19M +20,099 +76%
Fuller & Thaler Asset Management
1016
Fuller & Thaler Asset Management
California
$2.73M +$681K +11,500 +33%
MFIMFI
1017
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.73M – – –
RC
1018
RBF Capital
California
$2.72M -$296K -5,000 -10%
NIS
1019
National Investment Services
Wisconsin
$2.72M -$69.4K -1,172 -2%
ACM
1020
Argyle Capital Management
Pennsylvania
$2.72M +$97.7K +1,650 +4%
WAM
1021
Wealthspire Advisors (Maryland)
Maryland
$2.72M +$4.74K +80 +0.2%
LNC
1022
Lincoln National Corp
Pennsylvania
$2.72M +$942K +15,909 +53%
MCP
1023
Mirador Capital Partners
California
$2.7M +$2.7M +45,614 New
CCP
1024
Cardan Capital Partners
Colorado
$2.69M +$838K +14,157 +45%
RCAG
1025
Rehmann Capital Advisory Group
Michigan
$2.69M +$1.15M +19,417 +75%
39 40
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