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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 %
CI
1626
Cambiar Investors
Colorado
$390K -$487K -8,211 -56%
DW
1627
Domani Wealth
Pennsylvania
$389K +$5.21K +88 +1%
IC
1628
Intersect Capital
California
$388K +$171K +2,886 +79%
FNBSF
1629
First National Bank Sioux Falls
South Dakota
$385K -$3.44K -58 -0.9%
EP
1630
Elkhorn Partners
Nebraska
$385K – – –
SMC
1631
Smith, Moore & Co
Missouri
$384K +$149K +2,516 +63%
SFM
1632
Signet Financial Management
New Jersey
$381K -$457K -7,731 -55%
JSAM
1633
J. Safra Asset Management
New York
$381K -$259K -4,386 -41%
CAW
1634
Cornerstone Advisors (Washington)
Washington
$380K +$42.5K +718 +13%
BA
1635
BKS Advisors
Michigan
$376K -$33.5K -566 -8%
AAM
1636
Augustine Asset Management
Florida
$376K – – –
MJRIC
1637
Mogy Joel R Investment Counsel
California
$376K +$338K +5,709 +900%
NYLT
1638
New York Life Trust
New York
$374K -$1.01K -17 -0.3%
AIA
1639
Allegis Investment Advisors
Idaho
$372K +$66.7K +1,127 +22%
SIM
1640
Sonora Investment Management
Arizona
$372K +$36.1K +568 +11%
JFA
1641
JNBA Financial Advisors
Minnesota
$371K – – –
WCM
1642
Windsor Capital Management
Arizona
$371K +$48.9K +827 +15%
MCA
1643
Morris Capital Advisors
Pennsylvania
$370K +$38K +641 +11%
AW
1644
Alpha Windward
Massachusetts
$366K -$474 -8 -0.1%
MCA
1645
Mercer Capital Advisers
New Jersey
$366K +$2.96K +50 +0.8%
WDA
1646
Wendell David Associates
New Hampshire
$362K – – –
RHDIC
1647
R.H. Dinel Investment Counsel
California
$360K – – –
PIM
1648
Profit Investment Management
Maryland
$359K +$36.3K +612 +11%
NCM
1649
Northside Capital Management
Oregon
$359K +$359K +6,065 New
AP
1650
Atwood & Palmer
Missouri
$356K -$17.7K -299 -5%
64 65
66
67 68