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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 %
SC
1601
Searle & Co
Connecticut
$441K +$58.1K +970 +15%
KCPG
1602
Kavar Capital Partners Group
Kansas
$440K +$3.02K +51 +0.7%
HA
1603
Hamel Associates
New Jersey
$439K +$44.4K +750 +11%
BWM
1604
BerganKDV Wealth Management
Minnesota
$439K +$439K +7,419 New
KA
1605
Kovack Advisors
Florida
$437K -$5.93K -100 -1%
SIC
1606
SFE Investment Counsel
California
$434K +$7.4K +125 +2%
TNAM
1607
Terra Nova Asset Management
New York
$432K – – –
VNA
1608
VNBTrust National Association
Virginia
$429K – – –
LNB
1609
Ledyard National Bank
$428K +$11.9K +200 +3%
CA
1610
Cambridge Advisors
Nebraska
$425K +$2.72K +46 +0.6%
BFEC
1611
Benjamin F. Edwards & Company
Missouri
$422K +$176K +2,979 +72%
CCMW
1612
Cypress Capital Management (Wyoming)
Wyoming
$418K +$28.4K +480 +7%
HH
1613
Hilltop Holdings
Texas
$418K -$141K -2,388 -25%
WCM
1614
Weik Capital Management
Pennsylvania
$417K +$17.8K +300 +4%
GC
1615
Gratry & Company
Ohio
$416K +$183K +3,085 +78%
AF
1616
Affiance Financial
Minnesota
$411K – – –
CAI
1617
Capital Advisors Inc
Oklahoma
$406K -$57.7K -975 -12%
WDL
1618
Well Done LLC
Michigan
$405K -$2.61K -44 -0.6%
PAS
1619
Park Avenue Securities
New York
$405K +$179K +2,983 +79%
BIAS
1620
Beacon Investment Advisory Services
New Jersey
$404K +$3.97K +67 +1%
Lido Advisors
1621
Lido Advisors
California
$404K +$404K +6,816 New
ECM
1622
Evergreen Capital Management
Washington
$402K -$7.11K -120 -2%
AWA
1623
Arete Wealth Advisors
Illinois
$402K +$12.9K +218 +3%
KFA
1624
Kelleher Financial Advisors
New York
$401K +$30.5K +515 +8%
NCM
1625
Northroad Capital Management
New York
$398K -$19.6K -331 -5%
63 64
65
66 67