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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
1
Vanguard Group
Pennsylvania
$13.3B
2
Primecap Management
2
Primecap Management
California
$1.22B
3
Franklin Resources
3
Franklin Resources
California
$2.49B
4
Capital World Investors
4
Capital World Investors
California
$6.82B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$608M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.54B
2
Bank of America
2
Bank of America
North Carolina
$3.03B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.9M
4
O
4
OppenheimerFunds
New York
$476M
5
Harris Associates
5
Harris Associates
Illinois
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
AACR
176
ACR Alpine Capital Research
Missouri
$102M +$8.49M +143,434 +9%
DC
177
Davenport & Co
Virginia
$102M -$676K -11,412 -0.7%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$102M +$2.26M +38,152 +2%
CB
179
Cooke & Bieler
Pennsylvania
$102M -$4.84M -81,664 -5%
HTC
180
Haverford Trust Company
Pennsylvania
$101M +$3.2M +54,015 +3%
CCMH
181
Cornerstone Capital Management Holdings
New York
$101M +$1.51M +25,421 +2%
AAMU
182
AEGON Asset Management (UK)
United Kingdom
$99.6M -$24.1M -407,427 -19%
GA
183
Geneva Advisors
Illinois
$97.3M -$16M -270,676 -14%
ACI
184
AMP Capital Investors
Australia
$96.1M +$1.18M +19,815 +1%
Axa
185
Axa
France
$94.7M -$30.3M -511,060 -24%
TGA
186
Trilogy Global Advisors
Florida
$94.3M -$15.2M -257,242 -14%
JWBC
187
John W. Bristol & Co
New York
$91.2M -$4.47M -75,505 -5%
WG
188
Winton Group
United Kingdom
$89.8M +$18.1M +304,844 +25%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$89.8M -$261K -4,400 -0.3%
Luther King Capital Management (LKCM)
190
Luther King Capital Management (LKCM)
Texas
$89.3M -$2.49M -42,051 -3%
ASC
191
Atalanta Sosnoff Capital
New York
$88.5M +$3.94M +66,447 +5%
CM
192
CS McKee
Pennsylvania
$83.9M -$9.21M -155,445 -10%
CCM
193
Cullen Capital Management
New York
$83.7M -$72.8K -1,230 -0.1%
FI
194
Focused Investors
California
$83.6M -$2.69M -45,500 -3%
AG
195
Aperio Group
California
$82.9M +$213K +3,592 +0.3%
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$82.6M -$6.12M -102,627 -7%
JPMPWA
197
J.P. Morgan Private Wealth Advisors
California
$81.6M -$9.64M -162,768 -11%
AIG
198
American International Group
New York
$81.5M -$1.05M -17,648 -1%
Comerica Bank
199
Comerica Bank
Texas
$80.8M +$4.19M +67,669 +5%
SB
200
Suntrust Banks
Georgia
$80.1M +$1.32M +22,364 +2%
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