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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
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$276M -$43.9M -740,357 -14%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$271M -$11.7M -197,844 -4%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$268M -$3.93M -66,392 -1%
AQR Capital Management
104
AQR Capital Management
Connecticut
$257M +$53.5M +902,815 +26%
Canada Life
105
Canada Life
Manitoba, Canada
$256M +$9.28M +156,886 +4%
Credit Agricole
106
Credit Agricole
France
$233M +$15.7M +265,619 +7%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$233M -$31.7M -534,690 -12%
AAMU
108
Amundi Asset Management US
Massachusetts
$230M +$18.9M +318,974 +9%
USAA
109
United Services Automobile Association
Texas
$226M +$537K +9,076 +0.2%
TG
110
TCW Group
California
$220M +$20.5M +345,548 +10%
IGIM
111
I.G. Investment Management
Manitoba, Canada
$218M +$25.5M +429,920 +13%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$216M +$122M +2,063,684 +130%
Stifel Financial
113
Stifel Financial
Missouri
$210M +$33M +557,310 +19%
US Bancorp
114
US Bancorp
Minnesota
$207M +$910K +15,361 +0.4%
ECU
115
Egerton Capital (UK)
United Kingdom
$205M -$10.1M -170,834 -5%
RJA
116
Raymond James & Associates
Florida
$204M +$21.3M +359,727 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
117
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$201M +$13.6M +230,000 +7%
PAM
118
Panagora Asset Management
Massachusetts
$200M -$17.3M -292,329 -8%
SO
119
STRS Ohio
Ohio
$200M +$414K +6,994 +0.2%
NFA
120
Nationwide Fund Advisors
Ohio
$193M +$2.98M +50,348 +2%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$185M +$3.69M +62,368 +2%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$183M -$2.01M -33,973 -1%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$181M -$24.5M -413,933 -12%
BG
124
Bahl & Gaynor
Ohio
$177M +$2.43M +40,975 +1%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$176M +$39.3M +663,515 +29%
3 4
5
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