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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 %
NEPWA
1051
New England Private Wealth Advisors
Massachusetts
$2.56M +$296 +5 +0%
ICOM
1052
Investment Counselors of Maryland
Maryland
$2.56M -$814K -13,750 -24%
SFA
1053
Sequoia Financial Advisors
Ohio
$2.56M +$461K +7,785 +22%
SCM
1054
Schnieders Capital Management
California
$2.56M -$137K -2,313 -5%
P
1055
Pitcairn
Pennsylvania
$2.55M -$247K -4,171 -9%
MNBTD
1056
Moody National Bank Trust Division
Texas
$2.53M +$22.2K +375 +0.9%
BAC
1057
Boys Arnold & Co
North Carolina
$2.53M -$7.24M -122,232 -74%
FMWA
1058
Forvis Mazars Wealth Advisors
Missouri
$2.52M +$330K +5,580 +15%
BCM
1059
Blume Capital Management
California
$2.52M -$847K -14,300 -25%
HIH
1060
HRS Investment Holdings
New York
$2.52M – – –
MCM
1061
McMillion Capital Management
North Carolina
$2.5M +$17.9K +302 +0.7%
GXMC
1062
Global X Management Company
New York
$2.49M -$928K -15,664 -27%
FWM
1063
Frontier Wealth Management
Missouri
$2.49M +$56.7K +957 +2%
GPC
1064
Glacier Peak Capital
Washington
$2.48M – – –
TWM
1065
Torch Wealth Management
Ohio
$2.48M -$5.8K -98 -0.2%
DVM
1066
Dreman Value Management
Florida
$2.48M +$192K +3,240 +8%
WPIC
1067
White Pine Investment Company
Michigan
$2.47M +$55.7K +940 +2%
PCA
1068
Private Capital Advisors
Connecticut
$2.47M +$2.47M +41,776 New
KM
1069
Kalos Management
Georgia
$2.46M +$30.1K +456 +1%
HPCM
1070
High Pointe Capital Management
Illinois
$2.45M -$592 -10 -0%
MWAC
1071
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.43M -$200K -3,373 -8%
IPC
1072
Independent Portfolio Consultants
Florida
$2.43M -$9.48K -160 -0.4%
SPC
1073
Sigma Planning Corp
Michigan
$2.43M -$2.96K -50 -0.1%
OIA
1074
Optimum Investment Advisors
Illinois
$2.42M -$7.11K -120 -0.3%
BCM
1075
Beck Capital Management
Texas
$2.42M +$1.72M +29,036 +247%
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