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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 %
TPWA
1451
TRUE Private Wealth Advisors
Oregon
$791K +$791K +13,349 New
EWM
1452
Evermay Wealth Management
Virginia
$787K -$51.7K -872 -6%
NIMI
1453
Natixis Investment Managers International
France
$784K -$543K -9,171 -41%
LC
1454
Loews Corp
New York
$784K – – –
TCM
1455
Tributary Capital Management
Nebraska
$778K – – –
GHAM
1456
Gilman Hill Asset Management
Connecticut
$774K +$1.48K +25 +0.2%
BA
1457
Broadview Advisors
Wisconsin
$770K – – –
ACS
1458
Archford Capital Strategies
Illinois
$769K +$35.8K +605 +5%
CASB
1459
Cape Ann Savings Bank
Massachusetts
$768K -$17.8K -300 -2%
Simplex Trading
1460
Simplex Trading
Illinois
$767K -$942K -15,920 -55%
HCM
1461
Howland Capital Management
Massachusetts
$766K -$19.3K -326 -2%
PFBT
1462
Parkside Financial Bank & Trust
Missouri
$765K -$15K -254 -2%
MCWS
1463
McKinley Carter Wealth Services
West Virginia
$762K +$22.4K +378 +3%
JFA
1464
Johanson Financial Advisors
California
$754K +$4.28K +72 +0.6%
GWM
1465
Greenwich Wealth Management
Connecticut
$750K -$22.8K -385 -3%
HB
1466
Homrich & Berg
Georgia
$749K +$26.3K +445 +4%
SIG
1467
Schooner Investment Group
Pennsylvania
$748K -$449K -7,500 -38%
RC
1468
Reik & Co
New York
$746K +$118K +2,000 +19%
TAM
1469
Trillium Asset Management
Massachusetts
$731K -$84.6K -1,429 -10%
AI
1470
Accredited Investors
Minnesota
$729K +$40K +675 +6%
NGA
1471
Naples Global Advisors
Florida
$728K +$498K +8,408 +216%
RDM
1472
Retirement Design & Management
Connecticut
$723K -$10K -169 -1%
SFFS
1473
Stonehage Fleming Financial Services
Jersey
$720K +$720K +12,153 New
SAM
1474
Shamrock Asset Management
Texas
$717K -$630K -10,669 -47%
MCM
1475
Mork Capital Management
California
$717K – – –
57 58
59
60 61