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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 %
MA
1526
MCF Advisors
Kentucky
$561K -$23.6K -398 -4%
PC
1527
Palo Capital
California
$560K -$842K -14,209 -60%
AGA
1528
Accuvest Global Advisors
Utah
$559K – – –
NPIT
1529
National Penn Investors Trust
Pennsylvania
$556K -$218K -3,677 -28%
RP
1530
Rowlandmiller & Partners
Georgia
$555K -$5.62K -95 -1%
PAM
1531
Palisade Asset Management
Minnesota
$555K +$77K +1,300 +16%
HIC
1532
Holderness Investments Company
North Carolina
$552K +$205K +3,455 +59%
CCG
1533
Chatham Capital Group
Georgia
$551K – – –
LAM
1534
Lingohr Asset Management
Germany
$550K -$6.1M -102,200 -92%
LC
1535
Lourd Capital
California
$549K +$37.9K +640 +7%
MWM
1536
Mission Wealth Management
California
$544K +$191K +3,224 +54%
WC
1537
Whitnell & Co
Illinois
$543K -$57.5K -972 -10%
CT
1538
Coastline Trust
Rhode Island
$537K – – –
PWAP
1539
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$535K +$13.6K +229 +3%
CWA
1540
Cypress Wealth Advisors
California
$534K +$6.51K +110 +1%
JWA
1541
JFS Wealth Advisors
Pennsylvania
$533K +$78K +1,317 +17%
HCM
1542
Harvey Capital Management
Florida
$532K -$153K -2,589 -22%
AF
1543
Aldebaran Financial
$532K +$178K +3,004 +50%
LA
1544
Lau Associates
Delaware
$528K +$30.4K +513 +6%
BHBT
1545
Burke & Herbert Bank & Trust
Virginia
$527K +$68.9K +1,165 +15%
TRCT
1546
Tower Research Capital (TRC)
New York
$527K +$522K +8,820 +10,627%
RTS
1547
Round Table Services
New Jersey
$525K +$273K +4,603 +108%
ACM
1548
Armbruster Capital Management
New York
$522K -$21.5K -363 -4%
GWCM
1549
Godshalk Welsh Capital Management
Pennsylvania
$522K +$17.8K +300 +4%
LA
1550
Lucus Advisors
New York
$520K +$520K +8,776 New
60 61
62
63 64