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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 %
KA
1276
Klingman & Associates
New York
$1.36M – – –
ATC
1277
Adirondack Trust Company
New York
$1.36M -$888 -15 -0.1%
WEC
1278
Winslow Evans & Crocker
Massachusetts
$1.36M -$29.6K -500 -2%
MI
1279
Montage Investments
Kansas
$1.36M +$870K +14,682 +178%
TNBTD
1280
Trustmark National Bank Trust Department
Mississippi
$1.36M -$134K -2,256 -9%
SSP
1281
Sapphire Star Partners
Washington
$1.35M +$674K +10,220 +100%
BIM
1282
Baldwin Investment Management
Pennsylvania
$1.34M +$157K +2,653 +13%
CWG
1283
C WorldWide Group
Denmark
$1.33M – – –
SGAM
1284
Steinberg Global Asset Management
Florida
$1.33M +$637K +10,761 +92%
KIC
1285
Keating Investment Counselors
Florida
$1.33M +$911K +15,390 +219%
QT
1286
Quantbot Technologies
New York
$1.32M +$1.32M +22,357 New
GIM
1287
Groesbeck Investment Management
New Jersey
$1.32M -$44K -742 -3%
GIM
1288
Goelzer Investment Management
Indiana
$1.32M -$38.1K -644 -3%
NCM
1289
Novare Capital Management
North Carolina
$1.31M -$269K -4,549 -17%
BOS
1290
Bank of Stockton
California
$1.31M +$14.9K +251 +1%
HIM
1291
Hutchens Investment Management
New Hampshire
$1.3M -$296K -4,997 -19%
CG
1292
Caprock Group
Idaho
$1.3M +$1.3M +21,966 New
KC
1293
Kingfisher Capital
North Carolina
$1.3M -$3.38K -57 -0.3%
NDSI
1294
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M +$9.36K +158 +0.7%
HFBOT
1295
Home Federal Bank of Tennessee
Tennessee
$1.29M -$26.6K -450 -2%
ACM
1296
Aviance Capital Management
Florida
$1.29M +$889K +15,017 +220%
STB
1297
S&T Bank
Pennsylvania
$1.29M -$11.8K -200 -0.9%
DAM
1298
Deltec Asset Management
New York
$1.29M -$453K -7,650 -26%
IIC
1299
Integrated Investment Consultants
Michigan
$1.29M +$57.7K +1,000 +5%
FBB
1300
Fulton Breakefield Broenniman
Maryland
$1.29M +$51.5K +869 +4%
50 51
52
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