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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 %
FNYS
1651
First New York Securities
New York
$355K +$355K +6,000 New
CGL
1652
Clarius Group LLC
Washington
$353K +$21.4K +362 +6%
GSBTD
1653
Glenview State Bank Trust Department
Illinois
$352K -$41.4K -700 -11%
NCMG
1654
NCM Capital Management Group
North Carolina
$352K -$11.9K -200 -3%
KPF
1655
K2 Principal Fund
Ontario, Canada
$349K +$349K +5,900 New
PIM
1656
Provident Investment Management
Michigan
$347K – – –
HCC
1657
Hirtle Callaghan & Co
Pennsylvania
$345K +$71K +1,198 +26%
OAM
1658
Oberweis Asset Management
Illinois
$344K +$5.74K +97 +2%
Millennium Management
1659
Millennium Management
New York
$343K +$343K +5,800 New
KPCM
1660
Kings Point Capital Management
New York
$342K -$277K -4,675 -45%
MC
1661
Marcus Capital
Illinois
$341K – – –
SAM
1662
Sunnymeath Asset Management
New Jersey
$337K -$1.04M -17,470 -76%
F
1663
Filament
Washington
$336K – – –
REMPR
1664
Roof Eidam Maycock Peralta (REMP)
California
$335K – – –
IR
1665
IAT Reinsurance
New York
$335K – – –
QCMC
1666
Quantum Capital Management (California)
California
$334K -$50.4K -851 -13%
AWA
1667
ARS Wealth Advisors
Florida
$334K – – –
BCM
1668
Brookstone Capital Management
Illinois
$332K +$887 +15 +0.3%
CBT
1669
Central Bank & Trust
Kentucky
$332K +$3.62K +61 +1%
DCM
1670
Dynamic Capital Management
Jersey
$332K +$97.8K +1,649 +42%
SAM
1671
SignalPoint Asset Management
Missouri
$331K +$5.97K +101 +2%
RVPG
1672
Relative Value Partners Group
$330K – – –
AP
1673
AHL Partners
United Kingdom
$330K +$11.4K +193 +4%
DAS
1674
Dynamic Advisor Solutions
Arizona
$326K +$24.8K +419 +8%
AWM
1675
Affinity Wealth Management
Delaware
$324K +$13K +220 +4%
65 66
67
68 69