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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 %
RAM
1076
Roanoke Asset Management
New Jersey
$2.4M -$98.6K -1,665 -4%
RMDI
1077
R.M. Davis Inc
Maine
$2.38M -$91K -1,536 -4%
DWT
1078
Dorsey & Whitney Trust
South Dakota
$2.38M +$87.3K +1,475 +4%
MFS
1079
Monetta Financial Services
Illinois
$2.37M – – –
FAM
1080
Fortaleza Asset Management
Illinois
$2.37M – – –
PPCM
1081
Pillar Pacific Capital Management
California
$2.36M +$59 +1 +0%
TP
1082
Truvvo Partners
New York
$2.36M +$452K +7,635 +24%
BRWA
1083
B. Riley Wealth Advisors
Florida
$2.36M +$194K +4,046 +9%
PCA
1084
Personal Capital Advisors
California
$2.35M +$470K +7,942 +25%
AIM
1085
ARGA Investment Management
Connecticut
$2.35M +$195K +3,300 +9%
CC
1086
Courier Capital
New York
$2.35M +$306K +5,193 +15%
CA
1087
CapWealth Advisors
Tennessee
$2.33M +$34.9K +590 +2%
FWCM
1088
First Western Capital Management
California
$2.33M -$432K -7,296 -16%
BSWMG
1089
Barrington Strategic Wealth Management Group
Illinois
$2.32M -$34.4K -581 -1%
First Eagle Investment Management
1090
First Eagle Investment Management
New York
$2.32M – – –
GVT
1091
Genesee Valley Trust
New York
$2.31M +$75.6K +1,276 +3%
BKA
1092
Brick & Kyle Associates
Pennsylvania
$2.3M -$2.9K -49 -0.1%
DSC
1093
Duncker Streett & Co
Missouri
$2.28M +$30.4K +513 +1%
TBNY
1094
Trustco Bank (New York)
New York
$2.28M -$30.6K -517 -1%
SCM
1095
Stanley Capital Management
Texas
$2.28M – – –
AUB
1096
Atlantic Union Bankshares
Virginia
$2.27M -$12.6K -212 -0.5%
SMH
1097
Sanders Morris Harris
Texas
$2.26M +$2.26M +38,063 New
1GA
1098
1st Global Advisors
Texas
$2.25M +$204K +3,442 +10%
CIM
1099
CIM Investment Management
Pennsylvania
$2.24M -$297K -5,017 -12%
MBA
1100
McQueen Ball & Associates
Pennsylvania
$2.24M +$43.2K +730 +2%
42 43
44
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