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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 %
IWC
1751
Integrated Wealth Counsel
California
$237K – – –
WCM
1752
Westend Capital Management
California
$237K +$237K +4,000 New
BFG
1753
Beacon Financial Group
Texas
$236K +$46.2K +773 +24%
DAM
1754
Doheny Asset Management
California
$234K – – –
TGI
1755
Tradewinds Global Investors
California
$233K -$3.43K -58 -1%
FC
1756
Financial Consulate
Maryland
$233K – – –
HF
1757
Hoxton Financial
West Virginia
$232K +$87.5K +1,480 +61%
HF
1758
HRT Financial
New York
$231K +$3.42K +58 +2%
HBWM
1759
Hollow Brook Wealth Management
New York
$231K +$231K +3,901 New
WA
1760
WealthTrust Axiom
Pennsylvania
$230K +$17.7K +300 +8%
IWA
1761
Intercontinental Wealth Advisors
Texas
$229K -$4.15K -70 -2%
BWM
1762
Baystate Wealth Management
Massachusetts
$229K +$17K +288 +8%
SHWM
1763
Smith & Howard Wealth Management
Georgia
$228K +$13.8K +232 +6%
SCM
1764
Summit Capital Management
Washington
$227K +$29.6K +500 +15%
FCMC
1765
Founders Capital Management (Connecticut)
Connecticut
$226K +$1.54K +26 +0.7%
CAM
1766
Concorde Asset Management
Michigan
$226K +$12K +203 +6%
DE
1767
Day & Ennis
Georgia
$224K – – –
SFI
1768
SPC Financial Inc
Maryland
$223K – – –
FGP
1769
Foyston, Gordon, & Payne
Ontario, Canada
$222K – – –
NEPPG
1770
New England Professional Planning Group
Rhode Island
$221K -$28.3K -472 -11%
CC
1771
Cornerstone Capital
California
$221K +$1.36K +23 +0.6%
EIA
1772
Edgemoor Investment Advisors
Maryland
$219K -$158K -2,676 -42%
CPS
1773
Counsel Portfolio Services
Ontario, Canada
$219K -$101K -1,700 -31%
SS
1774
Simplicity Solutions
Minnesota
$216K -$2M -33,682 -90%
HPIA
1775
Hamilton Point Investment Advisors
North Carolina
$216K – – –
69 70
71
72 73