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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 %
MBT
1476
Montecito Bank & Trust
California
$715K -$40.5K -685 -5%
MIS
1477
Morningstar Investment Services
Illinois
$712K -$167K -2,826 -19%
FFA
1478
First Foundation Advisors
California
$712K -$14.5K -245 -2%
TC
1479
Telemus Capital
Michigan
$712K +$479K +8,087 +206%
IIA
1480
IPG Investment Advisors
California
$709K -$70.5K -1,190 -9%
BCP
1481
Berkeley Capital Partners
Georgia
$707K +$149K +2,507 +27%
BO
1482
Bank OZK
Arkansas
$706K +$10.4K +175 +1%
BMM
1483
Buffington Mohr McNeal
Idaho
$706K +$208K +3,524 +42%
Handelsbanken Fonder
1484
Handelsbanken Fonder
Sweden
$705K -$26.3M -444,001 -97%
PFS
1485
Prospera Financial Services
Texas
$702K +$57.2K +958 +9%
MLIC
1486
Mandatum Life Insurance Company
Finland
$697K – – –
FNBTCON
1487
First National Bank & Trust Co of Newtown
Pennsylvania
$694K +$13K +220 +2%
WA
1488
WBH Advisory
Maryland
$694K +$153K +2,585 +28%
TMC
1489
Trellus Management Company
Florida
$687K – – –
GIA
1490
Granite Investment Advisors
New Hampshire
$686K – – –
IH
1491
IFC Holdings
Florida
$672K +$18.1K +302 +3%
WFMPM
1492
Woodley Farra Manion Portfolio Management
Indiana
$670K – – –
MCM
1493
Maple Capital Management
Vermont
$653K -$5.92K -100 -0.9%
AIM
1494
AMI Investment Management
Indiana
$653K +$114K +1,925 +21%
FNB
1495
Farmers National Bank
Kentucky
$651K +$71.6K +1,210 +12%
CAM
1496
ClariVest Asset Management
California
$648K -$104K -1,763 -14%
SRP
1497
Saddle Road Partners
Nebraska
$647K – – –
BGDI
1498
BW Gestao de Investimentos
Brazil
$645K – – –
SWM
1499
Segment Wealth Management
Texas
$643K – – –
CC
1500
Cannell & Co
New York
$641K -$2.71M -45,800 -81%
58 59
60
61 62