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JPMorgan Chase
JPM

Overview Fund Activity

1,940 hedge funds and large institutions have $183B invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 767 increasing their positions, 757 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
+109
Holders Change %
+5.95%
% of All Funds
50.95%
Holding in Top 10
444
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+2.54%
% of All Funds
11.66%
New
196
Increased
767
Reduced
757
Closed
63
Calls
$2.31B
Puts
$2.82B
Net Calls
-$514M
Net Calls Change
-$1.02B

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$7.39B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.4B
4
Capital International Investors
4
Capital International Investors
California
$803M
5
Primecap Management
5
Primecap Management
California
$944M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.85B
3
SC
3
Sculptor Capital
New York
$2.44M
4
Northern Trust
4
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
301
Utah Retirement Systems
Utah
$44M +$72.6K +1,100 +0.2%
UCFA
302
United Capital Financial Advisors
Texas
$43.7M -$978K -14,804 -2%
GH
303
GAM Holding
Switzerland
$43M -$66.8K -1,012 -0.2%
PC
304
Packer & Co
Australia
$42.9M +$42.9M +650,005 New
Baird Financial Group
305
Baird Financial Group
Wisconsin
$42.4M +$2.58M +39,087 +6%
Skandinaviska Enskilda Banken (SEB)
306
Skandinaviska Enskilda Banken (SEB)
Sweden
$41M +$41M +621,023 New
BA
307
Boston Advisors
Massachusetts
$40.9M +$181K +2,746 +0.4%
Macquarie Group
308
Macquarie Group
Australia
$40.2M -$150K -2,279 -0.4%
PWLP
309
Prio Wealth Limited Partnership
Massachusetts
$40M -$174K -2,629 -0.4%
AIMCA
310
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.7M -$7.63M -115,500 -16%
WT
311
Whittier Trust
California
$39.4M -$731K -11,079 -2%
SAM
312
Sentinel Asset Management
Vermont
$38.1M -$2.65M -40,100 -6%
M2MC
313
Matthew 25 Management Corp
Pennsylvania
$38M -$2.48M -37,500 -6%
RCM
314
Riverhead Capital Management
Delaware
$37.9M -$9.17M -138,806 -19%
PSUF
315
People's United Financial
Connecticut
$37.9M +$1.02M +15,382 +3%
HI
316
Honeywell International
North Carolina
$37.7M -$13.2M -199,700 -26%
FQ
317
First Quadrant
California
$37.2M -$28.6M -433,607 -43%
PI
318
PineBridge Investments
New York
$37.1M +$29.2M +442,669 +374%
CC
319
Carlson Capital
Texas
$36.4M -$23.4M -354,988 -39%
AIA
320
Affinity Investment Advisors
California
$36M -$245K -3,703 -0.7%
PCM
321
Prosiris Capital Management
New York
$36M +$12.8M +193,279 +55%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$35.8M -$993K -15,036 -3%
LWCA
323
Locust Wood Capital Advisers
New York
$35.6M -$191K -2,896 -0.5%
BKBG
324
BHF Kleinwort Benson Group
Belgium
$35.5M +$1.53M +23,230 +5%
HPC
325
HM Payson & Co
Maine
$35.3M -$612K -9,266 -2%
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