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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 %
FANJ
1426
Financial Architects (New Jersey)
New Jersey
$871K +$13.4K +227 +2%
DIA
1427
Dean Investment Associates
Ohio
$866K -$804K -13,577 -48%
FIM
1428
Freedom Investment Management
Connecticut
$865K +$7.23K +122 +0.8%
AIM
1429
Aspen Investment Management
Michigan
$860K – – –
GIM
1430
Guardian Investment Management
California
$859K -$267K -4,500 -24%
PMFA
1431
Plante Moran Financial Advisors
Michigan
$858K -$25.9K -438 -3%
EHC
1432
Everett Harris & Co
California
$858K -$14.6K -247 -2%
TCM
1433
Traynor Capital Management
Pennsylvania
$857K +$5.21K +88 +0.6%
CCM
1434
Cribstone Capital Management
Maine
$855K -$149K -2,520 -15%
SJIM
1435
St. Johns Investment Management
Florida
$850K -$6.57K -111 -0.8%
LAM
1436
Lebenthal Asset Management
New York
$842K +$842K +14,220 New
RBC
1437
Ronald Blue & Co
Georgia
$837K +$20.8K +351 +3%
RIG
1438
Roosevelt Investment Group
New York
$832K -$19.7K -332 -2%
WPC
1439
White Pine Capital
Minnesota
$829K +$17.8K +300 +2%
BEC
1440
Blue Edge Capital
Virginia
$824K +$49.3K +833 +6%
GIM
1441
Greylin Investment Management
Virginia
$820K -$26.7K -450 -3%
FSA
1442
Franklin Street Advisors
North Carolina
$820K +$96.2K +1,625 +13%
LWAC
1443
Laurel Wealth Advisors (California)
California
$813K -$115K -1,944 -12%
AA
1444
Alesco Advisors
New York
$811K -$34K -574 -4%
Jacobs Levy Equity Management
1445
Jacobs Levy Equity Management
New Jersey
$810K -$167K -2,820 -17%
SAMC
1446
Shinko Asset Management Company
Japan
$807K -$77K -1,301 -9%
GLI
1447
Guardian Life Insurance
New York
$806K -$228K -3,854 -22%
NFG
1448
Next Financial Group
Texas
$801K +$104K +1,750 +15%
NL
1449
NWAM LLC
Washington
$795K -$117K -1,976 -13%
LJHT
1450
Laurie J. Hall Trustee
$794K -$58.7K -917 -7%
56 57
58
59 60