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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 %
TDC
1551
Thompson Davis & Co
Virginia
$519K +$444K +7,499 +597%
RMCM
1552
Reynders McVeigh Capital Management
Massachusetts
$518K +$41.9K +707 +9%
HCM
1553
Hodges Capital Management
Texas
$518K +$45.7K +773 +10%
GBT
1554
Grove Bank & Trust
Florida
$516K – – –
WA
1555
Wealth Architects
California
$516K +$10.5K +178 +2%
KLWA
1556
Kelly Lawrence W & Associates
California
$515K +$2.96K +50 +0.6%
AFP
1557
Ausdal Financial Partners
Iowa
$515K +$14K +236 +3%
ZCI
1558
Zevenbergen Capital Investments
Washington
$512K +$126K +2,130 +33%
S
1559
SignatureFD
Georgia
$510K +$136K +2,305 +37%
LCM
1560
Liberty Capital Management
Michigan
$509K -$24K -405 -5%
Kayne Anderson Rudnick Investment Management
1561
Kayne Anderson Rudnick Investment Management
California
$508K – – –
HCM
1562
Highlander Capital Management
New Jersey
$507K – – –
CCM
1563
Cutler Capital Management
Massachusetts
$503K +$178K +3,000 +55%
GWM
1564
Gupta Wealth Management
California
$502K -$64.8K -1,094 -11%
KAM
1565
Keeley Asset Management
Illinois
$498K +$21.3K +359 +4%
SWA
1566
Sutton Wealth Advisors
Florida
$497K +$497K +8,400 New
TAM
1567
Taylor Asset Management
Ontario, Canada
$497K -$124K -2,100 -20%
DHFB
1568
Dixon Hubard Feinour & Brown
Virginia
$496K +$15.8K +250 +3%
TT
1569
Tiedemann Trust
Delaware
$494K – – –
BAM
1570
Brave Asset Management
New Jersey
$492K +$88.8K +1,500 +22%
TRIM
1571
Thompson Rubinstein Investment Management
Oregon
$487K – – –
Tudor Investment Corp
1572
Tudor Investment Corp
Connecticut
$486K – – –
SS
1573
Sunbelt Securities
Texas
$481K +$1.6K +27 +0.3%
HFA
1574
High Falls Advisors
New York
$480K +$1.36K +23 +0.3%
SHCM
1575
Stokes & Hubbell Capital Management
Louisiana
$480K +$75.9K +1,283 +19%
61 62
63
64 65