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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 %
SAS
1951
Stelac Advisory Services
New York
– -$667K -10,095 Closed
PCM
1952
Princeton Capital Management
New Jersey
– -$653K -9,883 Closed
BFM
1953
Boothbay Fund Management
New York
– -$604K -9,153 Closed
AA
1954
ALPS Advisors
Colorado
– -$558K -8,457 Closed
OLA
1955
Oliver Luxxe Assets
New Jersey
– -$481K -8,178 Closed
NO
1956
Ninety One
South Africa
– -$509K -7,676 Closed
HI
1957
Horizon Investments
North Carolina
– -$497K -7,534 Closed
USGIU
1958
U.S. Global Investors (USGI)
Texas
– -$495K -7,500 Closed
GS
1959
GAM Systematic
United Kingdom
– -$494K -7,480 Closed
AIM
1960
Assured Investment Management
New York
– -$494K -7,479 Closed
MC
1961
Menta Capital
California
– -$489K -7,400 Closed
Two Sigma Investments
1962
Two Sigma Investments
New York
– -$480K -7,269 Closed
NAP
1963
New Amsterdam Partners
New York
– -$474K -7,186 Closed
Walleye Trading
1964
Walleye Trading
New York
– -$437K -6,618 Closed
CMANY
1965
Capital Management Associates (New York)
New York
– -$409K -6,200 Closed
RMC
1966
Regis Management Company
California
– -$396K -5,990 Closed
MWP
1967
Moller Wealth Partners
– -$389K -5,892 Closed
CCP
1968
Clarkston Capital Partners
Michigan
– -$386K -5,843 Closed
HCMT
1969
Highland Capital Management (Texas)
Texas
– -$372K -5,640 Closed
OAC
1970
OMERS Administration Corp
Ontario, Canada
– -$370K -5,600 Closed
CC
1971
Capital Counsel
New York
– -$339K -5,137 Closed
FCIM
1972
Fairview Capital Investment Management
California
– -$326K -4,939 Closed
CAM
1973
CMT Asset Management
Illinois
– -$311K -4,715 Closed
CIA
1974
CCM Investment Advisers
South Carolina
– -$286K -4,335 Closed
Verition Fund Management
1975
Verition Fund Management
Connecticut
– -$280K -4,233 Closed
77 78
79
80 81