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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 %
BJ
2001
Brouwer & Janachowski
California
– -$207K -3,138 Closed
BBNB
2002
Baker Boyer National Bank
Washington
– -$204K -3,091 Closed
BST
2003
Bath Savings Trust
Maine
– -$202K -3,055 Closed
RIG
2004
Renaissance Investment Group
Massachusetts
– -$200K -3,029 Closed
CCS
2005
Crosspoint Capital Strategies
California
– -$151K -2,395 Closed
HTHT
2006
Hemenway Trust Hemenway Trust
New Hampshire
– -$135K -2,048 Closed
FWC
2007
First Washington Corp
Washington
– -$46K -700 Closed
MUS
2008
Mitsubishi UFJ Securities
Japan
– -$44K -670 Closed
AFS
2009
Aft Forsyth & Sober
Florida
– -$35K -525 Closed
SFPIA
2010
Stevens First Principles Investment Advisors
California
– -$33K -500 Closed
BIM
2011
Barton Investment Management
Pennsylvania
– -$24K -369 Closed
EMA
2012
Efficient Market Advisors
California
– -$20K -310 Closed
BMM
2013
Berkshire Money Management
Massachusetts
– -$14.2K -215 Closed
RI
2014
Redwood Investments
Massachusetts
– -$5K -75 Closed
PFG
2015
Piershale Financial Group
Illinois
– -$4K -63 Closed
NMIS
2016
Northwestern Mutual Investment Services
Wisconsin
– -$4K -62 Closed
BCI
2017
Brinker Capital Investments
Pennsylvania
– -$3K -44 Closed
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