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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
$13.3B
2
Primecap Management
Primecap Management
California
$1.22B
3
Franklin Resources
Franklin Resources
California
$2.49B
4
Capital World Investors
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
OppenheimerFunds
New York
$476M
5
Harris Associates
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
1926
Cookson Peirce & Co
Pennsylvania
– -$3.47M -52,595 Closed
HSA
1927
Hussman Strategic Advisors
Maryland
– -$3.3M -50,000 Closed
Balyasny Asset Management
1928
Balyasny Asset Management
Illinois
– -$3.3M -50,000 Closed
CCMT
1929
CMT Capital Markets Trading
Germany
– -$2.79M -42,294 Closed
CWM
1930
CIBC World Markets
New York
– -$2.78M -42,152 Closed
JIC
1931
JRM Investment Counsel
Nebraska
– -$2.73M -41,350 Closed
ARTA
1932
A.R.T. Advisors
New York
– -$2.46M -37,224 Closed
SC
1933
Sculptor Capital
New York
– -$2.44M -37,000 Closed
PG
1934
PEAK6 Group
Illinois
– -$2.21M -33,484 Closed
SSI
1935
Scott & Selber Inc
Texas
– -$2.17M -32,858 Closed
JWM
1936
Jackson Wealth Management
Florida
– -$1.6M -27,078 Closed
MFS
1937
McNamara Financial Services
Massachusetts
– -$1.78M -27,000 Closed
MIAN
1938
Mariner Independent Advisor Network
Kansas
– -$1.1M -16,655 Closed
QIM
1939
Quest Investment Management
Oregon
– -$1.07M -16,165 Closed
Twin Tree Management
1940
Twin Tree Management
Texas
– -$1.06M -16,000 Closed
GJCM
1941
Grand Jean Capital Management
California
– -$1.04M -15,760 Closed
SCM
1942
Sandler Capital Management
New York
– -$1.03M -15,600 Closed
RP
1943
Raiff Partners
New York
– -$990K -15,000 Closed
EMG
1944
Ellington Management Group
Connecticut
– -$957K -14,500 Closed
CAMG
1945
CWA Asset Management Group
Florida
– -$956K -14,477 Closed
Point72 Asset Management
1946
Point72 Asset Management
Connecticut
– -$951K -14,400 Closed
MC
1947
MSF Capital
New York
– -$939K -14,228 Closed
MHI
1948
Miller Howard Investments
New York
– -$761K -11,523 Closed
GAG
1949
GM Advisory Group
New York
– -$712K -10,786 Closed
EMR
1950
Errol M. Rudman
– -$687K -10,400 Closed
76 77
78
79 80