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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 %
SAM
1026
Sawgrass Asset Management
Florida
$2.69M -$65.1K -1,100 -2%
CA
1027
Cetera Advisors
Colorado
$2.68M -$22.1K -372 -0.8%
HT
1028
HAP Trading
New York
$2.68M +$2.68M +45,232 New
AB
1029
AT Bancorp
Iowa
$2.66M -$16.7K -282 -0.6%
TSWM
1030
Triangle Securities Wealth Management
North Carolina
$2.66M +$134K +2,261 +5%
PAI
1031
Pittenger & Anderson Inc
Nebraska
$2.65M -$141K -2,375 -5%
GA
1032
GFS Advisors
Texas
$2.65M +$143K +2,407 +6%
MC
1033
Martin & Co
Tennessee
$2.65M -$2.65M -44,783 -50%
GWM
1034
Graybill Wealth Management
Illinois
$2.64M +$8.88K +150 +0.3%
WCP
1035
Welch Capital Partners
New York
$2.64M -$21.3K -360 -0.8%
CSA
1036
Cottage Street Advisors
Massachusetts
$2.63M +$125K +2,100 +5%
RMSCM
1037
R.M. Sincerbeaux Capital Management
New York
$2.63M – – –
ATC
1038
Argent Trust Co
Tennessee
$2.62M +$33.8K +571 +1%
ITIM
1039
Indiana Trust & Investment Management
Indiana
$2.62M -$195K -3,290 -7%
IMOV
1040
Investment Management of Virginia
Virginia
$2.62M +$54.8K +925 +2%
ANRIA
1041
American National Registered Investment Advisor
Texas
$2.62M – – –
NJBEST
1042
New Jersey Better Educational Savings Trust
New Jersey
$2.61M – – –
PWS
1043
Peloton Wealth Strategists
Indiana
$2.6M +$426K +7,200 +20%
W
1044
Wealthfront
California
$2.6M -$707K -11,939 -21%
AWP
1045
Ascent Wealth Partners
New York
$2.6M +$39.9K +673 +2%
BWM
1046
Braver Wealth Management
Massachusetts
$2.6M +$2.6M +43,853 New
OC
1047
Oarsman Capital
Wisconsin
$2.59M -$47.6K -804 -2%
HCA
1048
Horan Capital Advisors
Ohio
$2.58M +$48.3K +816 +2%
PMG
1049
ProVise Management Group
Florida
$2.58M +$59.5K +1,005 +2%
PPSG
1050
Princeton Portfolio Strategies Group
New Jersey
$2.57M -$426K -7,187 -14%
40 41
42
43 44