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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 %
WPW
1351
Waldron Private Wealth
Pennsylvania
$1.11M -$41.4K -699 -4%
RCG
1352
Ruane, Cunniff & Goldfarb
New York
$1.1M -$221K -3,725 -17%
NAM
1353
NTV Asset Management
West Virginia
$1.1M +$23.9K +404 +2%
TWI
1354
Thomas White International
Illinois
$1.1M -$34.7K -586 -3%
Wealth Enhancement Advisory Services
1355
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$124K -2,088 -10%
FPB
1356
First PREMIER Bank
South Dakota
$1.1M +$36.1K +610 +3%
GT
1357
Greenleaf Trust
Michigan
$1.09M -$35.2K -595 -3%
BC
1358
Banced Corp
Illinois
$1.08M +$315K +5,316 +41%
AIM
1359
Anchor Investment Management
South Carolina
$1.08M +$1.08M +18,242 New
SCA
1360
Snowden Capital Advisors
New York
$1.08M +$1.08M +18,160 New
MMPW
1361
Mitchell McLeod Pugh & Williams
Alabama
$1.07M +$1.6K +27 +0.1%
WA
1362
WealthTrust-Arizona
Arizona
$1.07M -$24.1K -407 -2%
LOAMS
1363
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.07M – – –
FMLI
1364
Fukoku Mutual Life Insurance
Japan
$1.06M -$1.86M -31,500 -64%
RMAM
1365
Raab & Moskowitz Asset Management
New Jersey
$1.05M +$139K +2,354 +15%
NAM
1366
Needelman Asset Management
California
$1.04M +$22.2K +375 +2%
SCG
1367
Sonata Capital Group
Washington
$1.03M -$210K -3,550 -17%
BP
1368
Ballentine Partners
Massachusetts
$1.03M +$59.1K +997 +6%
SFWA
1369
Summit Financial Wealth Advisors
Louisiana
$1.03M +$78.6K +1,327 +8%
NB
1370
Nicolet Bankshares
Wisconsin
$1.01M +$20.1K +340 +2%
MCC
1371
Malaga Cove Capital
California
$1.01M -$12K -203 -1%
BFC
1372
Blue Fin Capital
Rhode Island
$1.01M -$153K -2,589 -13%
MCM
1373
Manchester Capital Management
Vermont
$1.01M -$58.4K -987 -5%
NA
1374
Navellier & Associates
Nevada
$1M +$668K +11,291 +201%
AAM
1375
Aureus Asset Management
Massachusetts
$1M -$362K -6,117 -27%
53 54
55
56 57