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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 %
LBC
1251
Lawrence B. Cohen
$1.42M +$9.18K +155 +0.6%
CCT
1252
Country Club Trust
Missouri
$1.42M +$32.5K +549 +2%
DCMM
1253
DG Capital Management (Massachusetts)
Massachusetts
$1.42M +$1.42M +23,921 New
MC
1254
Miles Capital
Iowa
$1.41M -$9K -152 -0.6%
CPA
1255
Court Place Advisors
Maryland
$1.41M +$53.3K +900 +4%
LCM
1256
Logan Capital Management
Pennsylvania
$1.41M -$38.7K -654 -3%
LMAM
1257
Legg Mason Asset Management
Japan
$1.41M – – –
Koshinski Asset Management
1258
Koshinski Asset Management
Illinois
$1.41M +$85K +1,436 +6%
WCM
1259
Wunderlich Capital Managemnt
Tennessee
$1.41M +$29.1K +491 +2%
Cetera Investment Advisers
1260
Cetera Investment Advisers
Illinois
$1.41M +$299K +5,043 +27%
VCAM
1261
Van Cleef Asset Management
Ohio
$1.41M -$29.6K -500 -2%
LI
1262
Longer Investments
Arkansas
$1.4M +$1.4M +23,575 New
PAMG
1263
Patton Albertson Miller Group
Tennessee
$1.39M -$28K -473 -2%
PCA
1264
Peddock Capital Advisors
Massachusetts
$1.39M +$48.9K +826 +4%
WSC
1265
Wellington Shields & Co
New York
$1.39M +$160K +2,705 +13%
LWM
1266
LBA Wealth Management
Florida
$1.39M -$57.1K -965 -4%
IC
1267
Inverness Counsel
New York
$1.39M – – –
LFA
1268
Landmark Financial Advisors
Kentucky
$1.38M +$53.3K +900 +4%
PAIA
1269
Park Avenue Institutional Advisers
New York
$1.37M -$38.6K -652 -3%
HCM
1270
Hollencrest Capital Management
California
$1.37M -$11.7K -198 -0.8%
SSWM
1271
Sheets Smith Wealth Management
North Carolina
$1.37M -$48.9K -825 -3%
IAS
1272
INR Advisory Services
Pennsylvania
$1.37M – – –
PIC
1273
Portland Investment Counsel
Ontario, Canada
$1.37M +$29.6K +500 +2%
DMK
1274
David M. Knott
$1.37M – – –
PWMAG
1275
Pinnacle Wealth Management Advisory Group
New Jersey
$1.37M +$67.2K +1,135 +5%
49 50
51
52 53