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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 %
BNP Paribas Asset Management
201
BNP Paribas Asset Management
France
$79.6M -$8.62M -145,588 -10%
Envestnet Asset Management
202
Envestnet Asset Management
Illinois
$79.2M +$2.78M +47,024 +4%
SDIC
203
South Dakota Investment Council
South Dakota
$78.6M -$2M -33,740 -2%
GC
204
Guggenheim Capital
Illinois
$78.1M -$5.19M -87,580 -6%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$77.2M +$149K +2,520 +0.2%
TPSF
206
Texas Permanent School Fund
Texas
$75M -$2M -33,803 -3%
SEI Investments
207
SEI Investments
Pennsylvania
$74.8M -$6.44M -108,717 -8%
HNB
208
Huntington National Bank
Ohio
$74.4M -$10.5M -173,364 -12%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$74.4M +$20.7M +349,535 +39%
SCM
210
Snow Capital Management
Pennsylvania
$73.7M -$11.1M -187,561 -13%
RCAMU
211
Rothschild & Co Asset Management US
Connecticut
$72.8M -$9.32M -157,373 -11%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$72.4M +$18.7M +315,025 +35%
MMH
213
Menora Mivtachim Holdings
Israel
$71.4M +$52.1K +880 +0.1%
GF
214
Gabelli Funds
New York
$71.1M -$8.55M -144,400 -11%
ERSOT
215
Employees Retirement System of Texas
Texas
$70.3M – – –
PC
216
Polar Capital
United Kingdom
$70.3M +$9.98M +168,463 +17%
USSCPF
217
United States Steel & Carnegie Pension Fund
New York
$69.8M -$14.8M -250,000 -17%
RIM
218
RS Investment Management
California
$69.6M +$411K +6,938 +0.6%
ACM
219
Argent Capital Management
Missouri
$67.8M +$1.66M +28,013 +3%
Los Angeles Capital Management
220
Los Angeles Capital Management
California
$67.5M -$289K -4,880 -0.4%
Nomura Asset Management
221
Nomura Asset Management
Japan
$67.3M +$848K +14,320 +1%
HighTower Advisors
222
HighTower Advisors
Illinois
$66.3M -$248K -4,177 -0.4%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$65.4M +$253K +4,280 +0.4%
Capital Fund Management (CFM)
224
Capital Fund Management (CFM)
France
$65.3M +$35.4M +596,980 +118%
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$64.8M -$5.02M -84,694 -7%
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