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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 %
SI
1151
SII Investments
Wisconsin
$1.95M +$138K +2,327 +8%
HCA
1152
Harbour Capital Advisors
Virginia
$1.94M -$145K -2,451 -7%
AWM
1153
Altavista Wealth Management
North Carolina
$1.93M +$142K +2,390 +8%
DWM
1154
Dorchester Wealth Management
Quebec, Canada
$1.92M +$1.64M +27,750 +606%
LJAC
1155
L.J. Altfest & Co
New York
$1.91M -$167K -2,812 -8%
SM
1156
Salzhauer Michael
$1.91M +$613K +10,362 +47%
CAM
1157
Chesapeake Asset Management
New York
$1.9M – – –
WOC
1158
West Oak Capital
California
$1.89M -$10.1K -170 -0.5%
AC
1159
Addison Capital
Pennsylvania
$1.88M – – –
IC
1160
Investment Counsel
Michigan
$1.88M -$35.4K -597 -2%
MPIA
1161
Mountain Pacific Investment Advisers
Idaho
$1.88M -$243K -4,110 -11%
HC
1162
HHG & Company
Connecticut
$1.87M +$39.2K +662 +2%
CL
1163
CSS LLC
Illinois
$1.86M -$178K -3,000 -9%
WCA
1164
Westover Capital Advisors
Delaware
$1.85M -$41.5K -701 -2%
CCM
1165
Coe Capital Management
Illinois
$1.85M +$144K +2,430 +8%
D.E. Shaw & Co
1166
D.E. Shaw & Co
New York
$1.85M -$25.4M -428,742 -93%
CD
1167
Carl Domino
Florida
$1.84M -$374K -6,309 -17%
WS
1168
Wedbush Securities
California
$1.84M +$192K +3,244 +12%
Geode Capital Management
1169
Geode Capital Management
Massachusetts
$1.83M +$33.7K +570,147 +2%
EHWM
1170
Eads & Heald Wealth Management
Georgia
$1.82M -$16.6K -280 -0.9%
AWMG
1171
Alliance Wealth Management Group
New Jersey
$1.82M – – –
ICAS
1172
Investors Capital Advisory Services
Massachusetts
$1.81M +$147K +2,479 +9%
SGA
1173
Strategic Global Advisors
California
$1.81M -$228K -3,854 -11%
AC
1174
Amici Capital
New York
$1.79M – – –
GP
1175
Girard Partners
Pennsylvania
$1.79M +$336K +5,667 +23%
45 46
47
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