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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
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
151
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$135M -$37.6M -635,719 -22%
HA
152
Homestead Advisers
Virginia
$134M +$134M +2,258,400 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$133M +$13.6M +229,199 +11%
HFS
154
HL Financial Services
Kentucky
$133M +$4.61M +77,831 +4%
Loomis, Sayles & Company
155
Loomis, Sayles & Company
Massachusetts
$132M -$9.3M -157,087 -7%
LCS
156
Levin Capital Strategies
New York
$131M +$6.94M +117,151 +6%
T
157
Thomaspartners
Massachusetts
$131M +$3.54M +59,821 +3%
AAM
158
Aberdeen Asset Management
United Kingdom
$131M -$9.7M -163,724 -7%
Bessemer Group
159
Bessemer Group
New Jersey
$130M -$14.7M -247,694 -10%
AII
160
AGF Investments Inc
Ontario, Canada
$128M +$15.5M +261,667 +14%
PAMU
161
Pictet Asset Management (UK)
United Kingdom
$122M +$1.66M +29,536 +1%
RFC
162
Regions Financial Corp
Alabama
$121M +$2.5M +42,175 +2%
GT
163
Glenmede Trust
Pennsylvania
$119M +$8.02M +135,455 +7%
CI
164
Cincinnati Insurance
Ohio
$119M – – –
NIMC
165
NWQ Investment Management Company
California
$119M -$4.43M -74,848 -4%
BGC
166
Beutel, Goodman & Co
Ontario, Canada
$118M -$13M -284,628 -10%
VIP
167
Vantage Investment Partners
Missouri
$115M +$97.8M +1,651,845 +568%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$115M -$2.74M -46,347 -2%
SOMRS
169
State of Michigan Retirement System
Michigan
$113M -$31.8M -537,728 -22%
SCM
170
Smead Capital Management
Arizona
$111M -$13.7M -231,025 -11%
National Pension Service
171
National Pension Service
South Korea
$109M +$4.44M +75,047 +4%
VFA
172
Virtus Fund Advisers
Connecticut
$107M +$13M +218,849 +14%
UIM
173
USS Investment Management
United Kingdom
$107M – – –
CGT
174
Capital Guardian Trust
California
$106M -$974K -16,454 -0.9%
AC
175
Alleghany Corporation
New York
$103M -$68.4M -1,155,822 -40%
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