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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 %
WIC
1376
Wilkins Investment Counsel
Massachusetts
$991K -$363K -6,124 -27%
CAM
1377
Cacti Asset Management
Georgia
$991K – – –
NVIM
1378
New Vernon Investment Management
Illinois
$990K -$385K -6,502 -28%
FUBT
1379
First United Bank & Trust
Maryland
$990K +$63.6K +1,074 +7%
SFM
1380
Signature Financial Management
Virginia
$983K -$13.6K -230 -1%
NIM
1381
Northeast Investment Management
Massachusetts
$982K -$237 -4 -0%
SLG
1382
Stanley-Laman Group
Pennsylvania
$968K -$24.5K -413 -2%
GBBWRPM
1383
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$968K +$25.2K +426 +3%
WP
1384
WealthSource Partners
California
$961K +$961K +16,226 New
WA
1385
WFG Advisors
Texas
$960K +$97K +1,637 +11%
SI
1386
Sprott Inc
Ontario, Canada
$959K -$959K -16,200 -50%
CHJWM
1387
Carlton Hofferkamp & Jenks Wealth Management
Texas
$959K +$98.1K +1,656 +11%
ST
1388
Spinnaker Trust
Maine
$956K -$134K -2,261 -12%
OIM
1389
Orca Investment Management
Oregon
$955K – – –
SCM
1390
Southport Capital Management
Tennessee
$952K +$33.6K +567 +4%
FPIS
1391
Financial Planning & Information Services
Wisconsin
$951K -$4.09K -69 -0.4%
JDR
1392
Jay D. Rosenbaum
$945K +$90.6K +1,530 +11%
WP
1393
WMS Partners
Maryland
$943K +$79.1K +1,335 +9%
NFC
1394
Northeast Financial Consultants
Connecticut
$943K +$236K +3,978 +33%
HCM
1395
HM Capital Management
Missouri
$942K -$6.69K -113 -0.7%
FCM
1396
Frontier Capital Management
Massachusetts
$936K -$124K -2,091 -12%
LDB
1397
Lee, Danner & Bass
Tennessee
$929K -$33.3K -521 -3%
BCM
1398
Billings Capital Management
Virginia
$927K -$248K -4,222 -21%
GIP
1399
Granite Investment Partners
California
$927K – – –
SBWM
1400
Sunflower Bank Wealth Management
Arizona
$926K -$10.7K -180 -1%
54 55
56
57 58