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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 %
BL
1801
Balentine LLC
Georgia
$175K – – –
FPFS
1802
First Personal Financial Services
North Carolina
$166K +$47.3K +798 +40%
CFA
1803
CT Financial Advisors
Pennsylvania
$163K – – –
GAM
1804
Gemmer Asset Management
California
$161K -$2.48K -42 -2%
LOCC
1805
Lombard Odier & Cie (Canada)
Quebec, Canada
$161K – – –
BBPWM
1806
Blue Bell Private Wealth Management
Pennsylvania
$161K +$43.8K +740 +37%
SI
1807
Sentry Investments
Ontario, Canada
$160K +$18.2K +307,500 +13%
BC
1808
Barnett & Company
Tennessee
$156K +$156K +2,629 New
DLHL
1809
Donald L. Hagan LLC
Florida
$154K +$154K +2,599 New
PAM
1810
PT Asset Management
Illinois
$154K +$154K +2,600 New
SIG
1811
Stanford Investment Group
California
$149K – – –
CFS
1812
Commonwealth Financial Services
West Virginia
$146K -$104K -1,757 -42%
LOT
1813
Lombard Odier Transatlantic
Quebec, Canada
$141K -$73.4K -1,250 -34%
SC
1814
SRB Corp
Massachusetts
$141K +$12.6K +213 +10%
AF
1815
Allworth Financial
California
$139K +$4.49K +76 +3%
ACM
1816
Argentus Capital Management
Texas
$137K -$62.8K -1,063 -31%
PFS
1817
Physicians Financial Services
North Carolina
$128K +$10.9K +184 +9%
RFA
1818
Reilly Financial Advisors
California
$120K -$16.7K -281 -12%
DPA
1819
Delphi Private Advisors
California
$119K +$9.62K +162 +9%
JGIA
1820
Jackson Grant Investment Advisers
Connecticut
$118K +$23.9K +405 +25%
PCTC
1821
Perkins Coie Trust Company
Washington
$116K +$3.72K +63 +3%
PCC
1822
Park Circle Company
Maryland
$113K +$35.7K +600 +46%
WA
1823
Winfield Associates
Ohio
$109K +$38.3K +650 +54%
SGAM
1824
Smith Group Asset Management
Texas
$108K +$28.9K +486 +37%
TIM
1825
Tortoise Investment Management
New York
$107K +$97K +1,642 +972%
71 72
73
74 75