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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 %
HIS
1776
Horizon Investment Services
Indiana
$215K -$5.14M -86,800 -96%
MKC
1777
M. Kraus & Co
Vermont
$215K – – –
LSA
1778
L & S Advisors
California
$213K -$9.8M -165,659 -98%
FAM
1779
Formidable Asset Management
Ohio
$212K -$9.51K -150 -4%
C
1780
CFO4Life
Texas
$208K -$816K -13,799 -80%
FWP
1781
FAS Wealth Partners
Kansas
$208K +$15K +253 +8%
YMRC
1782
Yorktown Management & Research Company
Virginia
$207K -$1.36M -23,000 -87%
MTIM
1783
Marathon Trading Investment Management
Pennsylvania
$206K -$136K -2,300 -40%
TFF
1784
The Family Firm
Maryland
$206K -$15.1K -255 -7%
NA
1785
Nottingham Advisors
New York
$206K – – –
WI
1786
Wedgewood Investors
Pennsylvania
$206K – – –
KFS
1787
Kurt F. Somerville
$203K -$59.1K -1,000 -23%
SFS
1788
Summit Financial Strategies
Ohio
$203K -$21.2K -357 -9%
SCA
1789
Salient Capital Advisors
Texas
$202K -$20.2K -342 -9%
HHAM
1790
HITE Hedge Asset Management
Massachusetts
$201K – – –
TA
1791
Teton Advisors
New York
$201K – – –
VHAM
1792
Van Hulzen Asset Management
California
$199K -$17.8K -300 -8%
GWS
1793
Glassman Wealth Services
Virginia
$198K – – –
FWM
1794
Focused Wealth Management
New York
$188K -$66.9K -1,128 -26%
CWM
1795
Cranbrook Wealth Management
Michigan
$187K – – –
FMP
1796
Financial Management Professionals
Texas
$185K – – –
VNA
1797
Valley National Advisers
Pennsylvania
$185K +$2.78K +47 +2%
VIMU
1798
Veritas Investment Management (UK)
United Kingdom
$179K – – –
CYG
1799
Clean Yield Group
Vermont
$179K +$179K +2,856 New
VCM
1800
Versant Capital Management
Arizona
$175K -$7.91K -134 -4%
70 71
72
73 74