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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 %
RP
1501
Riverbridge Partners
Minnesota
$640K – – –
JIP
1502
Jaffetilchin Investment Partners
Florida
$636K +$5.22K +88 +0.8%
KTC
1503
Kistler-Tiffany Companies
Pennsylvania
$630K +$42.2K +712 +7%
BA
1504
Bristlecone Advisors
Washington
$628K -$28.7K -485 -4%
TSS
1505
Two Sigma Securities
New York
$627K +$627K +10,585 New
GCMG
1506
Gyroscope Capital Management Group
Florida
$622K – – –
AWM
1507
Arbor Wealth Management
Florida
$619K -$3.4K -55 -0.5%
KF
1508
Krilogy Financial
Missouri
$619K +$193K +3,260 +45%
AAS
1509
Annex Advisory Services
Wisconsin
$617K -$17.7K -299 -3%
CK
1510
Cohen Klingenstein
New York
$616K – – –
RIA
1511
Regal Investment Advisors
Michigan
$607K +$299K +5,048 +97%
CPO
1512
Cerity Partners OCIO
New York
$606K +$2.61K +44 +0.4%
AWM
1513
AllSquare Wealth Management
New York
$603K +$82.9K +1,400 +16%
HHGA
1514
Halbert Hargrove Global Advisors
California
$602K -$180K -3,046 -23%
CPA
1515
Cowen Prime Advisors
New York
$597K – – –
GC
1516
Grimes & Company
Massachusetts
$581K -$201K -3,398 -26%
RT
1517
Rockland Trust
Massachusetts
$581K -$22.1K -373 -4%
Capstone Investment Advisors
1518
Capstone Investment Advisors
New York
$581K +$581K +9,818 New
FPCG
1519
Fort Pitt Capital Group
Pennsylvania
$576K -$1.12K -19 -0.2%
PBO
1520
Peoples Bank (Ohio)
Ohio
$572K +$2.96K +50 +0.5%
RB
1521
Rodgers Brothers
Pennsylvania
$571K +$204K +3,450 +56%
HI
1522
Hudock Inc
Pennsylvania
$567K +$85.5K +1,445 +18%
WA
1523
Wheatland Advisors
Pennsylvania
$566K – – –
IC
1524
IKOS CIF
Cyprus
$564K +$564K +9,605 New
EDRE
1525
Edmond de Rothschild (Europe)
Luxembourg
$561K -$82.9K -1,400 -13%
59 60
61
62 63