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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 %
LCM
1676
Lucas Capital Management
New Jersey
$323K -$59.3K -1,000 -16%
IIC
1677
Ironwood Investment Counsel
Arizona
$320K +$94.6K +1,599 +42%
PHAM
1678
Palisades Hudson Asset Management
Florida
$319K +$131K +2,221 +70%
DDC
1679
DF Dent & Co
Maryland
$316K -$20K -337 -6%
WG
1680
Welch Group
Alabama
$312K -$11.7K -198 -4%
BFPW
1681
BOK Financial Private Wealth
Colorado
$310K – – –
PAA
1682
Peregrine Asset Advisers
Oregon
$309K -$5.93K -100 -2%
MIC
1683
Meridian Investment Counsel
California
$307K -$35.5K -600 -10%
CHP
1684
Cable Hill Partners
Oregon
$306K -$32.2K -534 -10%
HR
1685
Howe & Rusling
New York
$306K +$52.2K +881 +21%
BAM
1686
Bruderman Asset Management
New York
$306K +$57K +964 +23%
BWP
1687
BSW Wealth Partners
Colorado
$305K -$16.5K -279 -5%
OWP
1688
Obermeyer Wealth Partners
Colorado
$304K -$117K -1,979 -28%
NFG
1689
Nadler Financial Group
Illinois
$304K -$1.54K -26 -0.5%
WA1
1690
Wimmer Associates 1
California
$303K -$59.5K -1,006 -16%
BRA
1691
Bender Robert & Associates
California
$303K -$3.85K -65 -1%
ACA
1692
Anchor Capital Advisors
Massachusetts
$301K -$54.6K -923 -15%
PCM
1693
Pointe Capital Management
Michigan
$301K – – –
WIA
1694
Westbourne Investment Advisors
Maryland
$301K – – –
EBSAM
1695
Eubel Brady & Suttman Asset Management
Ohio
$299K +$299K +5,041 New
ACM
1696
Alta Capital Management
Utah
$298K -$26.6K -450 -8%
HK
1697
Horizon Kinetics
New York
$298K +$298K +5,025 New
BHA
1698
Beech Hill Advisors
New York
$297K -$14.8K -250 -5%
ZA
1699
Zazove Associates
Nevada
$296K – – –
CRIG
1700
Charter Research & Investment Group
Connecticut
$296K – – –
66 67
68
69 70