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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 %
RWA
1101
River Wealth Advisors
Pennsylvania
$2.23M +$267K +4,516 +14%
LRPA
1102
L. Roy Papp & Associates
Arizona
$2.23M +$10.9K +184 +0.5%
BCA
1103
Bray Capital Advisors
Florida
$2.21M +$19.5K +330 +0.9%
FAB
1104
First American Bank
Illinois
$2.21M +$204K +3,453 +10%
AW
1105
ACG Wealth
Georgia
$2.21M +$729K +12,315 +49%
AI
1106
Axiom Investors
Connecticut
$2.2M +$1.03M +17,400 +88%
MC
1107
Middleton & Co
Massachusetts
$2.18M +$16.3K +275 +0.8%
GIA
1108
Guyasuta Investment Advisors
Pennsylvania
$2.18M -$205K -3,465 -9%
KCM
1109
Kornitzer Capital Management
Kansas
$2.18M -$23.7K -400 -1%
HC
1110
Hendley & Co
Ohio
$2.17M +$25.5K +430 +1%
SAMNY
1111
Samsung Asset Management (New York)
New York
$2.16M +$2.16M +36,510 New
CAM
1112
Columbia Asset Management
Michigan
$2.15M +$182K +3,069 +9%
SIMM
1113
Stillwater Investment Management (Minnesota)
Minnesota
$2.15M +$34.3K +579 +2%
BSB
1114
Bangor Savings Bank
Maine
$2.14M +$25.8K +435 +1%
CL
1115
CPWM LLC
Washington
$2.13M -$176K -3,944 -8%
CI
1116
Cowen Inc
New York
$2.13M +$2.13M +36,000 New
TIA
1117
Tiemann Investment Advisors
California
$2.13M +$93.3K +1,576 +5%
NPT
1118
Nixon Peabody Trust
Massachusetts
$2.11M +$78.5K +1,325 +4%
LTI
1119
Laffer Tengler Investments
Tennessee
$2.11M +$2.11M +35,646 New
WIC
1120
Woodmont Investment Counsel
Tennessee
$2.11M -$88.2K -1,490 -4%
CCA
1121
Checchi Capital Advisers
California
$2.11M +$157K +2,652 +8%
HSA
1122
HBK Sorce Advisory
Pennsylvania
$2.1M +$374K +6,322 +22%
MGIA
1123
Moneta Group Investment Advisors
Missouri
$2.1M +$1.28M +21,620 +157%
MBTD
1124
Mechanics Bank - Trust Department
California
$2.09M +$119K +2,016 +6%
GWM
1125
Geneos Wealth Management
Colorado
$2.09M +$2.09M +35,224 New
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45
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