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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 %
GAM
1976
Gotham Asset Management
New York
– -$276K -4,186 Closed
FRM
1977
Fox Run Management
Connecticut
– -$264K -4,000 Closed
PV
1978
Private Vista
Illinois
– -$222K -3,999 Closed
PMAM
1979
Picton Mahoney Asset Management
Ontario, Canada
– -$252K -3,800 Closed
LCM
1980
LVM Capital Management
Michigan
– -$249K -3,775 Closed
ZDA
1981
Zweig-DiMenna Associates
New York
– -$244K -3,700 Closed
CC
1982
Cipher Capital
New York
– -$237K -3,591 Closed
LCOV
1983
London Company of Virginia
Virginia
– -$228K -3,460 Closed
VCP
1984
Vista Capital Partners
Oregon
– -$226K -3,430 Closed
UBV
1985
United Bank (Virginia)
Virginia
– -$223K -3,373 Closed
NPPM
1986
North Point Portfolio Managers
Ohio
– -$222K -3,368 Closed
WRM
1987
Weybosset Research & Management
Rhode Island
– -$222K -3,366 Closed
WI
1988
WrapManager Inc
California
– -$221K -3,341 Closed
NIA
1989
Northstar Investment Advisors
Colorado
– -$220K -3,336 Closed
HKIM
1990
Hayek Kallen Investment Management
Alabama
– -$220K -3,325 Closed
CCMD
1991
Cypress Capital Management (Delaware)
Delaware
– -$219K -3,322 Closed
AMG
1992
Asset Management Group
Connecticut
– -$219K -3,317 Closed
SRSA
1993
S.R. Schill & Associates
Washington
– -$218K -3,308 Closed
CM
1994
Cornerstone Management
Georgia
– -$217K -3,285 Closed
NG
1995
Northstar Group
New York
– -$215K -3,252 Closed
TBA
1996
Train Babcock Advisors
New York
– -$215K -3,250 Closed
TCOO
1997
Trust Company of Oklahoma
Oklahoma
– -$213K -3,224 Closed
BHC
1998
Bowen Hanes & Co
Florida
– -$212K -3,215 Closed
SAS
1999
Spectrum Advisory Services
Georgia
– -$210K -3,182 Closed
RG
2000
Renaissance Group
Kentucky
– -$210K -3,181 Closed
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