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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 %
UFA
1876
US Financial Advisors
Massachusetts
$22K -$46.2K -792 -68%
CFN
1877
Cordasco Financial Network
Florida
$20K – – –
IF
1878
Ironwood Financial
Arizona
$20K +$20K +344 New
SAM
1879
Solaris Asset Management
New York
$18K – – –
SHJ
1880
Sharkey, Howes & Javer
Colorado
$15K – – –
OSAM
1881
O'Shaughnessy Asset Management
Connecticut
$13K -$11.1K -183 -46%
MIM
1882
Marco Investment Management
Georgia
$12K +$414 +6,989 +4%
GP
1883
GLG Partners
United Kingdom
$12K – – –
IR
1884
Invictus RG
Bermuda
$12K +$7.39K +125 +160%
PHK
1885
Point72 Hong Kong
Hong Kong
$12K +$12K +200 New
EWM
1886
Endurance Wealth Management
Rhode Island
$8.51K -$54 -920 -0.6%
WCM
1887
Wealthcare Capital Management
Virginia
$7K – – –
TCM
1888
TD Capital Management
Tennessee
$6K – – –
PIM
1889
Parasol Investment Management
Illinois
$5K – – –
PRS
1890
Pinkerton Retirement Specialists
Idaho
$4K -$5.24K -76 -57%
RBC
1891
Roble Belko & Company
Pennsylvania
$4K – – –
BCMIO
1892
Beacon Capital Management Inc (Ohio)
Ohio
$3K -$300 -5 -9%
MFT
1893
Moisand Fitzgerald Tamayo
Florida
$3K – – –
CWM
1894
Cedar Wealth Management
California
$3K – – –
HW
1895
Hancock Whitney
Mississippi
$2.88K -$242 -4,089 -8%
LP
1896
LMR Partners
United Kingdom
$2.43K +$2.43K +41,028 New
OCM
1897
One Capital Management
California
$2.28K +$117 +1,968 +5%
VIA
1898
Vident Investment Advisory
Georgia
$2.22K +$932 +15,736 +73%
CIM
1899
Contravisory Investment Management
Massachusetts
$2K – – –
CLM
1900
ClearBridge LLC (Maryland)
Maryland
– -$125M -1,897,276 Closed
74 75
76
77 78