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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 %
AMIM
1226
Aull & Monroe Investment Management
Alabama
$1.54M +$38.8K +655 +3%
FHC
1227
First Heartland Consultants
Missouri
$1.53M -$25K -422 -2%
PHS
1228
Pekin Hardy Strauss
Illinois
$1.52M +$116K +1,963 +8%
SIC
1229
Shoker Investment Counsel
Ohio
$1.51M -$24.6K -415 -2%
FPCP
1230
Fort Point Capital Partners
California
$1.5M +$1.06M +17,970 +243%
DAC
1231
Dividend Assets Capital
South Carolina
$1.5M +$300K +5,059 +25%
BC
1232
Burney Company
Virginia
$1.49M +$242K +4,084 +19%
GF
1233
Gerstein Fisher
New York
$1.49M -$78.8K -1,330 -5%
BCM
1234
Boltwood Capital Management
California
$1.48M -$194K -3,276 -12%
ADL
1235
Asset Dedication LLC
California
$1.48M -$148K -2,506 -9%
VWM
1236
Valley Wealth Managers
New Jersey
$1.48M +$378K +6,375 +34%
TG
1237
TLP Group
Illinois
$1.48M +$1.48M +24,990 New
FCFC
1238
First Commonwealth Financial Corp
Pennsylvania
$1.48M +$44.6K +754 +3%
IIM
1239
Intact Investment Management
Quebec, Canada
$1.48M +$113K +1,900 +8%
PAM
1240
PartnerRe Asset Management
Connecticut
$1.47M +$5.92K +100 +0.4%
VFA
1241
Voya Financial Advisors
Connecticut
$1.47M -$559K -9,368 -28%
MHIM
1242
MacNealy Hoover Investment Management
Ohio
$1.47M +$29.6K +500 +2%
MHS
1243
M Holdings Securities
Oregon
$1.47M +$311K +5,256 +27%
CIM
1244
Cetera Investment Management
California
$1.46M -$72K -1,218 -5%
MVA
1245
Mount Vernon Associates
Maryland
$1.46M -$11.8K -200 -0.8%
ST
1246
Smithfield Trust
Pennsylvania
$1.45M +$19.5K +330 +1%
SA
1247
Strategic Advisors
New York
$1.44M +$75.5K +1,276 +6%
MFBTD
1248
MB Financial Bank - Trust Department
Illinois
$1.44M -$80.3K -1,356 -5%
OCG
1249
Opus Capital Group
Ohio
$1.44M +$58.8K +993 +4%
PVWM
1250
Point View Wealth Management
New Jersey
$1.43M +$207K +3,495 +17%
48 49
50
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