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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 %
SWK
1726
Stephen W. Kidder
$259K +$213K +3,600 +462%
I2I
1727
Insight 2811 Inc
Illinois
$259K +$259K +4,377 New
TFCP
1728
Twin Focus Capital Partners
Massachusetts
$258K -$46.4K -785 -15%
MA
1729
Marshwinds Advisory
Georgia
$258K +$591 +10 +0.2%
CCA
1730
Conestoga Capital Advisors
Pennsylvania
$257K – – –
VWM
1731
Vector Wealth Management
Minnesota
$253K – – –
WA
1732
Waverly Advisors
Alabama
$252K -$395K -6,664 -61%
ORI
1733
Oak Ridge Investments
Illinois
$251K -$4.92K -83 -2%
CRC
1734
Curi RMB Capital
Illinois
$251K +$15.6K +264 +7%
BWA
1735
Burt Wealth Advisors
Maryland
$248K -$9.54K -161 -4%
HAIM
1736
Hunter Associates Investment Management
Pennsylvania
$248K +$6.28K +106 +3%
VAM
1737
Visionary Asset Management
Texas
$246K -$82.8K -1,399 -25%
RWM
1738
Rench Wealth Management
Texas
$246K -$29.1K -490 -11%
LCP
1739
Lombardia Capital Partners
California
$246K – – –
IIM
1740
Ironwood Investment Management
Massachusetts
$244K – – –
HIC
1741
Hartline Investment Corp
Illinois
$244K – – –
SIG
1742
Sky Investment Group
Connecticut
$243K -$43.4K -734 -15%
NED
1743
Nancy E. Dempze
$243K – – –
TCM
1744
Towercrest Capital Management
Pennsylvania
$241K – – –
HPBT
1745
High Point Bank & Trust
North Carolina
$240K – – –
CP
1746
Camelot Portfolios
Ohio
$240K +$4.62K +78 +2%
VC
1747
Vicus Capital
Pennsylvania
$239K +$36.7K +620 +18%
AFG
1748
Albion Financial Group
Utah
$238K – – –
SNBOSD
1749
Security National Bank of So Dak
Iowa
$237K -$3.91K -66 -2%
ACM
1750
Alethea Capital Management
Washington
$237K -$1.54K -26 -0.6%
68 69
70
71 72