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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
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
126
Factory Mutual Insurance
Massachusetts
$175M +$1.78M +30,000 +1%
Federated Hermes
127
Federated Hermes
Pennsylvania
$175M -$43.4M -732,719 -20%
Brown Advisory
128
Brown Advisory
Maryland
$167M -$6M -101,269 -3%
Citigroup
129
Citigroup
New York
$165M -$21.6M -364,974 -12%
EAM
130
Edge Asset Management
Washington
$164M +$1.2M +20,226 +0.7%
Mawer Investment Management
131
Mawer Investment Management
Alberta, Canada
$159M +$14.1M +238,444 +10%
SCCM
132
Schafer Cullen Capital Management
New York
$158M -$3.27M -55,232 -2%
Calamos Advisors
133
Calamos Advisors
Illinois
$154M +$2.79M +47,078 +2%
Aviva
134
Aviva
United Kingdom
$154M +$2.08M +35,131 +1%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$153M -$9.84M -166,136 -6%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$152M +$1.52M +25,679 +1%
Korea Investment Corp
137
Korea Investment Corp
South Korea
$150M -$8.16M -137,800 -5%
KeyBank National Association
138
KeyBank National Association
Ohio
$150M +$931K +15,727 +0.6%
Barclays
139
Barclays
United Kingdom
$149M -$20.6M -349,547 -12%
M&T Bank
140
M&T Bank
New York
$148M +$3.17M +53,526 +2%
SBAM
141
Santa Barbara Asset Management
California
$148M +$2.67M +45,061 +2%
CIP
142
Cornerstone Investment Partners
Georgia
$147M -$7.95M -134,199 -5%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$147M -$15.9M -268,227 -10%
WHG
144
Westwood Holdings Group
Texas
$147M +$2.29M +38,654 +2%
GIA
145
Gateway Investment Advisers
Ohio
$146M -$7.22M -121,881 -5%
JFL
146
Jarislowsky, Fraser Ltd
Quebec, Canada
$146M -$2.31M -38,993 -2%
PI
147
PGGM Investments
Netherlands
$146M +$3.53M +59,689 +2%
RFS
148
Rockefeller Financial Services
New York
$143M -$1.36M -23,016 -0.9%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$139M +$7.35M +124,159 +6%
Aristotle Capital Management
150
Aristotle Capital Management
California
$135M -$70.5M -1,190,383 -34%
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