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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 %
RA
1576
RFG Advisory
Alabama
$480K +$480K +8,108 New
KSA
1577
Ken Stern & Associates
California
$472K +$51.6K +872 +12%
ECAM
1578
East Coast Asset Management
Massachusetts
$471K -$19.3K -325 -4%
TCA
1579
Teewinot Capital Advisers
New York
$470K -$2.22M -37,519 -83%
IF
1580
IRON Financial
Illinois
$468K +$10.5K +178 +2%
PGA
1581
Portland Global Advisors
Maine
$465K – – –
CIP
1582
Capital Insight Partners
Arizona
$465K +$109K +1,850 +31%
ID
1583
Integral Derivatives
New York
$463K +$463K +7,814 New
CA
1584
Cornerstone Advisory
Maryland
$461K +$27K +455 +6%
WMC
1585
Westwood Management Corporation
Illinois
$460K -$154K -2,600 -25%
LFG
1586
LifePlan Financial Group
Ohio
$460K -$29.8K -504 -6%
HJA
1587
Hugh Johnson Advisors
New York
$460K +$22.7K +383 +5%
MFW
1588
Mosaic Family Wealth
Missouri
$459K +$29.5K +499 +7%
PCM
1589
Perritt Capital Management
Illinois
$454K +$8.18K +138 +2%
MFW
1590
Meristem Family Wealth
Minnesota
$454K +$12.9K +218 +3%
IHL
1591
Investment House LLC
California
$453K +$453K +7,645 New
LI
1592
Lafayette Investments
Maryland
$450K +$3.14K +53 +0.7%
Edgewood Management
1593
Edgewood Management
Connecticut
$449K – – –
RCA
1594
Rex Capital Advisors
Rhode Island
$448K – – –
CCB
1595
Cutter & Co Brokerage
Missouri
$448K +$66.9K +1,130 +18%
BRM
1596
Boston Research & Management
Massachusetts
$446K – – –
ACC
1597
Accident Compensation Corp
New Zealand
$444K +$24.5K +414 +6%
CBA
1598
Coastal Bridge Advisors
Connecticut
$443K -$5.98K -101 -1%
AIM
1599
Arcadia Investment Management
Michigan
$443K – – –
TNB
1600
Thomasville National Bank
Georgia
$443K +$593 +10 +0.1%
62 63
64
65 66