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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 %
BEAM
1401
Baker Ellis Asset Management
Washington
$926K +$65.1K +1,100 +8%
SFSG
1402
Stearns Financial Services Group
North Carolina
$919K +$103K +1,744 +13%
PRCM
1403
Pine River Capital Management
Minnesota
$918K -$386K -6,525 -30%
AIM
1404
Acropolis Investment Management
Missouri
$917K +$70.2K +1,185 +8%
CWP
1405
Capital Wealth Planning
Florida
$915K -$817K -13,800 -47%
BDF
1406
Balasa Dinverno & Foltz
$912K -$710K -11,987 -44%
SCA
1407
Sippican Capital Advisors
Massachusetts
$909K -$54.8K -925 -6%
DR
1408
Davis Rea
Ontario, Canada
$909K +$1.78K +30 +0.2%
B
1409
BancorpSouth
Mississippi
$908K – – –
WIM
1410
Waverton Investment Management
United Kingdom
$906K -$54.4K -918 -6%
KS
1411
Karpas Strategies
Connecticut
$906K +$1.24K +21 +0.1%
DAM
1412
Delta Asset Management
Tennessee
$905K -$23.7K -400 -3%
MIC
1413
MU Investments Company
Japan
$902K -$25.1K -420 -3%
IAA
1414
Ironsides Asset Advisors
North Carolina
$902K +$463K +7,822 +106%
Royal London Asset Management
1415
Royal London Asset Management
United Kingdom
$899K +$874K +51,783,375 +3,546%
SLT
1416
St Louis Trust
Missouri
$896K +$151K +2,550 +20%
AEPG
1417
American Economic Planning Group
New Jersey
$893K +$46.1K +779 +5%
TTWM
1418
TCV Trust & Wealth Management
Virginia
$890K +$136K +2,302 +18%
SCM
1419
Salem Capital Management
Massachusetts
$889K +$349K +5,900 +65%
QCG
1420
Quadrant Capital Group
Ohio
$883K -$10.6K -181 -1%
FC
1421
Forte Capital
New York
$882K +$9.65K +163 +1%
WIP
1422
Wellesley Investment Partners
Massachusetts
$881K +$81.2K +1,370 +10%
PFM
1423
Phillips Financial Management
Indiana
$880K +$779 +13 +0.1%
KWMG
1424
King Wealth Management Group
Florida
$877K -$5.92K -100 -0.7%
AFWA
1425
Ancora Family Wealth Advisors
Ohio
$877K +$68.1K +1,150 +8%
55 56
57
58 59