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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 %
AH
1176
Allen Holding
New York
$1.78M – – –
AFM
1177
Anson Funds Management
Texas
$1.78M – – –
UR
1178
USCA RIA
Texas
$1.77M +$64.3K +1,086 +4%
LCM
1179
Leisure Capital Management
California
$1.76M +$3.38K +57 +0.2%
CS
1180
Credential Securities
$1.75M +$47.9K +808 +3%
RC
1181
RegentAtlantic Capital
New Jersey
$1.75M -$42.9K -725 -2%
QI
1182
QV Investors
Alberta, Canada
$1.74M – – –
PWW
1183
Pettyjohn Wood & White
Virginia
$1.74M +$101K +1,709 +6%
FFC
1184
First Financial Corp
Indiana
$1.74M +$58.2K +982 +3%
ZB
1185
Zions Bancorporation
Utah
$1.74M -$533K -8,529 -23%
ARMT
1186
Amica Retiree Medical Trust
Rhode Island
$1.73M +$118K +2,000 +7%
FA
1187
FCG Advisors
New Jersey
$1.72M +$15.6K +263 +0.9%
BI
1188
Boulegeris Investments
Georgia
$1.72M -$13.9K -235 -0.8%
LBG
1189
Lloyds Banking Group
United Kingdom
$1.71M – – –
CIC
1190
Crawford Investment Counsel
Georgia
$1.7M +$162K +2,734 +11%
Squarepoint
1191
Squarepoint
New York
$1.69M +$1.69M +28,565 New
NCM
1192
Neumann Capital Management
California
$1.69M – – –
CDH
1193
Charles D. Hyman
$1.69M -$34K -574 -2%
IIM
1194
Ipswich Investment Management
Massachusetts
$1.68M – – –
DA
1195
DSC Advisors
Illinois
$1.66M +$1.66M +28,078 New
MCM
1196
Monarch Capital Management
Indiana
$1.66M +$34.8K +588 +2%
OA
1197
Outfitter Advisors
Virginia
$1.66M -$14.8K -250 -0.9%
SMM
1198
Stadion Money Management
Georgia
$1.65M +$525K +8,862 +47%
JIC
1199
Joel Isaacson & Co
New York
$1.64M +$124K +2,097 +8%
QAM
1200
Quantres Asset Management
Cayman Islands
$1.63M +$1.63M +27,600 New
46 47
48
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