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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
1326
Savant Capital
Illinois
$1.18M -$143K -2,422 -11%
CCM
1327
CrestPoint Capital Management
Missouri
$1.17M +$302K +5,100 +35%
AI
1328
Atria Investments
North Carolina
$1.17M +$120K +2,025 +11%
OFS
1329
Orrstown Financial Services
Pennsylvania
$1.17M +$150K +2,539 +15%
MWP
1330
MYCIO Wealth Partners
Pennsylvania
$1.17M +$262K +4,423 +29%
ASN
1331
Advisory Services Network
Georgia
$1.17M +$96.7K +1,633 +9%
FI
1332
FormulaFolio Investments
Michigan
$1.17M +$1.17M +19,701 New
NSAM
1333
North Star Asset Management
Wisconsin
$1.17M +$39.7K +670 +4%
EDRS
1334
Edmond de Rothschild (Suisse)
Switzerland
$1.16M +$237K +4,000 +26%
CAAS
1335
Capital Asset Advisory Services
Michigan
$1.16M +$1.16M +19,503 New
EFSCE
1336
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M -$75.3K -1,272 -6%
PFSC
1337
Peoples Financial Services Corp
Pennsylvania
$1.15M +$56.2K +950 +5%
PH
1338
Pinnacle Holdings
Oklahoma
$1.15M -$4.09K -69 -0.4%
WA
1339
WESPAC Advisors
California
$1.15M +$1.15M +19,333 New
ANB
1340
Amarillo National Bank
Texas
$1.14M +$407K +6,874 +55%
BSW
1341
Buckingham Strategic Wealth
Missouri
$1.14M +$573K +9,682 +101%
CCM
1342
Condor Capital Management
New Jersey
$1.13M -$5.86K -99 -0.5%
MBT
1343
Monroe Bank & Trust
Michigan
$1.13M +$4.74K +80 +0.4%
PAS
1344
Partnervest Advisory Services
California
$1.13M +$56.7K +958 +5%
WSTAM
1345
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M +$15.3K +258 +1%
BMC
1346
Benin Management Corp
Connecticut
$1.13M +$41.5K +700 +4%
BCM
1347
Barometer Capital Management
Ontario, Canada
$1.13M +$1.13M +19,000 New
TBAM
1348
True Bearing Asset Management
California
$1.12M -$358K -6,040 -24%
AWM
1349
Avior Wealth Management
Nebraska
$1.12M +$101K +1,704 +10%
CCM
1350
Chilton Capital Management
Texas
$1.11M +$146K +2,468 +15%
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