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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.3B +$440M +7,430,136 +3%
State Street
2
State Street
Massachusetts
$9.18B -$125M -2,104,760 -1%
Capital World Investors
3
Capital World Investors
California
$6.82B +$189M +3,196,300 +3%
BIT
4
BlackRock Institutional Trust
California
$5.81B +$16.5M +278,605 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.54B -$1.51B -25,420,104 -21%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.13B +$174M +2,936,653 +4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$3.5B +$60.9M +1,027,735 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.29B -$117M -1,969,345 -3%
Bank of America
9
Bank of America
North Carolina
$3.03B -$468M -7,895,810 -13%
Northern Trust
10
Northern Trust
Illinois
$2.95B -$6.86M -115,737 -0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.65B -$65.2M -1,101,575 -2%
Franklin Resources
12
Franklin Resources
California
$2.49B +$337M +5,685,864 +16%
BFA
13
BlackRock Fund Advisors
California
$2.48B -$40.6M -685,256 -2%
Invesco
14
Invesco
Georgia
$2.18B -$62.4M -1,053,823 -3%
Ameriprise
15
Ameriprise
Minnesota
$2.09B +$116M +1,961,948 +6%
Morgan Stanley
16
Morgan Stanley
New York
$2.02B +$21.5M +363,224 +1%
BG
17
BlackRock Group
United Kingdom
$1.9B -$23.7M -400,479 -1%
Norges Bank
18
Norges Bank
Norway
$1.86B -$53.3M -899,216 -3%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.84B -$12.5M -210,868 -0.7%
Harris Associates
20
Harris Associates
Illinois
$1.73B -$166M -2,796,888 -9%
BA
21
BlackRock Advisors
Delaware
$1.66B -$18.2M -307,975 -1%
Dodge & Cox
22
Dodge & Cox
California
$1.56B +$4.67M +78,910 +0.3%
Boston Partners
23
Boston Partners
Massachusetts
$1.53B -$40.4M -681,544 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$1.5B +$38.1M +643,691 +3%
Wells Fargo
25
Wells Fargo
California
$1.44B -$509K -8,602 -0%
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