JPMorgan Chase
JPM
1,907 hedge funds and large institutions have $161B invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 884 increasing their positions, 726 reducing their positions, and 117 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 884 | Existing positions reduced: 726
14% more call options, than puts
Call options by funds: $2.04B | Put options by funds: $1.8B
0.85% less ownership
Funds ownership: 74.83% → 73.98% (-0.85%)
2% less funds holding
Funds holding: 1,945 → 1,907 (-38)
11% less capital invested
Capital invested by funds: $182B → $161B (-$20.8B)
12% less first-time investments, than exits
New positions opened: 103 | Existing positions closed: 117
29% less funds holding in top 10
Funds holding in top 10: 445 → 316 (-129)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$434M |
| 2 |
Primecap Management
Pasadena,
California
|
+$363M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$332M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$187M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.48B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$461M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$197M |
| 4 |
O
OppenheimerFunds
New York
|
-$195M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$163M |
JPM Hedge Fund Activity: Q1 2016 in Review
1,907 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2016, worth a combined $161B — down 11% from $182B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of JPM and 103 opened new positions — a net loss of 14 holders — while 726 trimmed existing stakes and 884 added.
The largest buyer was Vanguard Group, adding an estimated $434M. The largest seller was Fidelity Investments, cutting an estimated $1.48B.
- 1,907 institutional investors held JPMorgan Chase (JPM) as of Q1 2016, down from 1,945 in Q4 2015.
- Funds reported $161B of JPMorgan Chase stock for Q1 2016, down 11% quarter-over-quarter.
- 103 funds opened new JPMorgan Chase positions in Q1 2016 and 117 closed out, a net change of -14 holders.
- The largest JPMorgan Chase buyer in Q1 2016 was Vanguard Group, an estimated $434M added.
- The largest JPMorgan Chase seller in Q1 2016 was Fidelity Investments, an estimated $1.48B sold.
Based on aggregated 13F filings for Q1 2016.