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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 %
SC
1301
Saturna Capital
Washington
$1.29M – – –
CCG
1302
Cypress Capital Group
Florida
$1.28M -$44.5K -752 -3%
SIG
1303
Schaller Investment Group
North Carolina
$1.27M – – –
KT
1304
Kanaly Trust
Texas
$1.27M -$36.8K -622 -3%
AAM
1305
Autus Asset Management
Arizona
$1.27M -$160K -2,700 -11%
HDIM
1306
Hanson & Doremus Investment Management
Vermont
$1.26M -$20.1K -340 -2%
BCM
1307
Brown Capital Management
Maryland
$1.26M -$475K -8,017 -27%
SCP
1308
Sandhill Capital Partners
New York
$1.25M -$1.3K -22 -0.1%
CHC
1309
City Holding Co
West Virginia
$1.24M +$14.8K +250 +1%
BFA
1310
Bragg Financial Advisors
North Carolina
$1.23M +$435K +7,336 +55%
WAM
1311
Weatherly Asset Management
California
$1.23M +$20.7K +350 +2%
PIA
1312
Peachtree Investment Advisors
Georgia
$1.22M +$58.6K +990 +5%
GCA
1313
Gideon Capital Advisors
New York
$1.22M +$1.22M +20,539 New
NME
1314
Notis-McConarty Edward
$1.21M -$32.9K -555 -3%
AB
1315
Atlas Brown
Kentucky
$1.21M +$72.6K +1,226 +6%
IAS
1316
IMA Advisory Services
Colorado
$1.21M -$2.9K -50 -0.2%
NAMA
1317
Nikko Asset Management Americas
New York
$1.2M – – –
AIM
1318
Advantage Investment Management
Iowa
$1.2M +$95.2K +1,608 +9%
ACP
1319
Ashfield Capital Partners
California
$1.2M +$18.3K +309 +2%
SOAMC
1320
Spirit of America Management Corp
New York
$1.2M – – –
NIP
1321
Nicholas Investment Partners
California
$1.2M -$617K -10,422 -34%
FCCM
1322
First City Capital Management
Georgia
$1.19M -$17.6K -297 -1%
SIM
1323
SSI Investment Management
California
$1.19M -$473 -8 -0%
CPIG
1324
Chicago Partners Investment Group
Illinois
$1.18M +$8.41K +142 +0.7%
TCM
1325
Telos Capital Management
California
$1.18M +$57.3K +967 +5%
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