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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 %
DBIA
1126
Dumont & Blake Investment Advisors
New Jersey
$2.08M -$48.3K -815 -2%
FFA
1127
Fragasso Financial Advisors
Pennsylvania
$2.06M -$120K -2,031 -6%
MRCM
1128
M&R Capital Management
New Jersey
$2.06M +$2.06M +34,771 New
CNFG
1129
Creegan & Nassoura Financial Group
New Hampshire
$2.05M -$62.1K -1,048 -3%
PG
1130
Patten Group
Tennessee
$2.05M +$101K +1,702 +5%
SCM
1131
SOL Capital Management
Maryland
$2.04M +$2.07K +35 +0.1%
FCH
1132
Freestone Capital Holdings
Washington
$2.04M +$26.7K +450 +1%
SCI
1133
S&CO Inc
Massachusetts
$2.03M – – –
IAMOG
1134
Investors Asset Management of Georgia
Georgia
$2.03M +$8K +135 +0.4%
BCM
1135
Birmingham Capital Management
Alabama
$2.02M -$195K -3,290 -9%
KIG
1136
Kessler Investment Group
Indiana
$2.02M +$2.02M +34,089 New
SWM
1137
Stockman Wealth Management
Montana
$2.02M +$86.4K +1,460 +4%
CFMC
1138
Curbstone Financial Management Corp
New Hampshire
$2.02M +$178K +3,006 +10%
BB
1139
Bell Bank
North Dakota
$2.01M +$155K +2,619 +8%
BIM
1140
Beach Investment Management
Pennsylvania
$2.01M +$1.64M +27,760 +454%
YIA
1141
YHB Investment Advisors
Connecticut
$2.01M -$947K -16,000 -32%
MMG
1142
Monetary Management Group
Missouri
$1.99M +$987K +16,675 +98%
SFSIG
1143
San Francisco Sentry Investment Group
California
$1.99M +$5.39K +91 +0.3%
PCMM
1144
Private Capital Management (Minnesota)
Minnesota
$1.98M +$222K +3,750 +13%
ST
1145
Somerset Trust
Pennsylvania
$1.98M -$778K -13,139 -28%
BA
1146
Birinyi Associates
Connecticut
$1.97M +$335K +5,650 +20%
TWA
1147
TCI Wealth Advisors
Arizona
$1.97M -$5.81K -98 -0.3%
GD
1148
Grandfield & Dodd
New York
$1.96M +$23.7K +400 +1%
HIC
1149
Harvey Investment Company
Kentucky
$1.96M +$11.8K +200 +0.6%
CIG
1150
Consolidated Investment Group
Colorado
$1.95M +$764K +12,900 +64%
44 45
46
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