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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 %
CG
1201
Cutler Group
California
$1.63M -$2.16M -36,533 -57%
WAM
1202
Wolverine Asset Management
Illinois
$1.63M +$1.63M +27,510 New
CF
1203
CenterStar Fund
Illinois
$1.63M -$719K – –
BAM
1204
Burgundy Asset Management
Ontario, Canada
$1.62M +$477K +8,065 +42%
CWM
1205
Confluence Wealth Management
Oregon
$1.62M -$25.3K -427 -2%
CBTWT
1206
Community Bank & Trust (Waco, Texas)
Texas
$1.62M – – –
CSS
1207
Cubist Systematic Strategies
Connecticut
$1.62M +$1.59M +26,785 +5,604%
FBT
1208
First Bankers Trust
Kentucky
$1.61M -$36.2K -611 -2%
MIH
1209
Madison Investment Holdings
Wisconsin
$1.61M -$9.77K -165 -0.6%
VWA
1210
V Wealth Advisors
Kansas
$1.61M +$1.61M +27,056 New
NPA
1211
Nichols & Pratt Advisers
Massachusetts
$1.61M +$8.59K +145 +0.5%
WIS
1212
Wright Investors Service
Connecticut
$1.6M -$687K -11,605 -30%
NBC
1213
Neuberger Berman Canada
Ontario, Canada
$1.6M +$14.9K +252 +0.9%
PNAA
1214
Pictet North America Advisors
Switzerland
$1.6M +$1.07M +18,134 +204%
MM
1215
Midas Management
New York
$1.6M +$711K +12,000 +80%
WC
1216
Whitney & Co
New York
$1.6M +$144K +2,425 +10%
BCM
1217
Bluefin Capital Management
New York
$1.6M -$432K -11,754 -21%
MCM
1218
Maryland Capital Management
Maryland
$1.6M +$2.67K +45 +0.2%
H
1219
Hexavest
Quebec, Canada
$1.58M – – –
MLL
1220
Moody Lynn & Lieberson
Massachusetts
$1.58M +$1.58M +26,688 New
FIM
1221
Frontier Investment Management
Texas
$1.58M +$67.1K +1,253 +4%
HCM
1222
Hengehold Capital Management
Ohio
$1.57M +$102K +1,725 +7%
AIM
1223
Allen Investment Management
New York
$1.56M +$38.6K +651 +3%
CFG
1224
CKW Financial Group
Hawaii
$1.54M -$1.18K -20 -0.1%
FM
1225
Forward Management
California
$1.54M -$391K -6,599 -20%
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