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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 %
AIM
1826
Acrospire Investment Management
Illinois
$107K +$107K +1,800 New
TCM
1827
Tradewinds Capital Management
Washington
$103K -$3.51K -59 -3%
TCM
1828
Tanaka Capital Management
New York
$102K – – –
VCM
1829
Vigilant Capital Management
Maine
$101K -$8.18K -138 -7%
MWM
1830
MinichMacGregor Wealth Management
New York
$101K +$6.16K +104 +6%
HCP
1831
Holt Capital Partners
Texas
$96K +$96K +1,620 New
SEC
1832
Seven Eight Capital
New York
$95K +$95K +1,600 New
RFWA
1833
RPg Family Wealth Advisory
Massachusetts
$94.2K +$62.5K +1,055 +197%
HCM
1834
Horrell Capital Management
Arkansas
$93K – – –
TFO
1835
Tarbox Family Office
California
$84K +$2.02K +34 +2%
CAL
1836
Capital Advisors Ltd
Ohio
$82K – – –
AIS
1837
Accurate Investment Solutions
Pennsylvania
$79K +$10.4K +176 +15%
PWM
1838
Perigon Wealth Management
California
$78K +$78K +1,511 New
FMA
1839
FNY Managed Accounts
New York
$77.2K +$77.2K +1,304 New
PFO
1840
Pathstone Family Office
New Jersey
$77K +$77K +1,287 New
MSFP
1841
Mark Sheptoff Financial Planning
Connecticut
$75K -$14.4K -244 -16%
AOWM
1842
Alpha Omega Wealth Management
Virginia
$75K +$13.3K +224 +22%
TCCM
1843
Timber Creek Capital Management
Massachusetts
$72K -$11.8K -200 -14%
LWA
1844
Lenox Wealth Advisors
New York
$71K -$15.8K -268 -18%
WAS
1845
Winch Advisory Services
Wisconsin
$69K +$29.1K +488 +73%
RPG
1846
Risk Paradigm Group
Texas
$66K – – –
AA
1847
AlphaMark Advisors
Kentucky
$63K – – –
AAC
1848
Asset Advisors Corp
Georgia
$61K -$88.7K -1,500 -59%
AP
1849
Advisors Preferred
Maryland
$60K +$13.9K +236 +30%
NC
1850
NewSquare Capital
Pennsylvania
$60K +$26.6K +449 +80%
72 73
74
75 76