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

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.85B
3
SC
Sculptor Capital
New York
$2.44M
4
Northern Trust
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
351
Poplar Forest Capital
California
$31.6M -$5.01M -75,806 -14%
OC
352
Oppenheimer & Co
New York
$31.5M +$1.26M +19,153 +4%
MOACM
353
Mutual of America Capital Management
New York
$31.4M -$104K -1,569 -0.3%
SMDAM
354
Sumitomo Mitsui DS Asset Management
Japan
$31.4M -$1.54M -23,295 -5%
MAMU
355
Marathon Asset Management (UK)
United Kingdom
$31.2M -$760K -11,510 -2%
EARNEST Partners
356
EARNEST Partners
Georgia
$30.7M -$466K -7,057 -1%
SBH
357
Segall Bryant & Hamill
Illinois
$30.6M -$405K -6,132 -1%
D.E. Shaw & Co
358
D.E. Shaw & Co
New York
$30.4M -$59.5M -901,839 -66%
Handelsbanken Fonder
359
Handelsbanken Fonder
Sweden
$30.1M +$30.1M +455,910 New
FCBT
360
First Citizens Bank & Trust
North Carolina
$29.9M -$1.32M -19,954 -4%
ECM
361
Estabrook Capital Management
New York
$29.9M -$1.3M -19,752 -4%
ISL
362
Ingalls & Snyder LLC
New York
$29.9M +$793K +12,004 +3%
OA
363
Oak Associates
Ohio
$29.8M -$440K -6,665 -1%
ADEF
364
Adams Diversified Equity Fund
Maryland
$29.7M – – –
JIR
365
James Investment Research
Ohio
$29.4M +$172K +2,605 +0.6%
First Trust Advisors
366
First Trust Advisors
Illinois
$29.3M +$2.99M +45,347 +11%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$29.1M +$1.68M +25,506 +6%
N
368
Natixis
France
$28.9M -$33.1M -500,961 -53%
HCMT
369
Highland Capital Management (Tennessee)
Tennessee
$28.8M -$545K -8,250 -2%
B
370
BP
United Kingdom
$28.4M – – –
VDI
371
Vaughan David Investments
Illinois
$28.2M +$238K +3,598 +0.9%
WCM
372
Wedge Capital Management
North Carolina
$28M -$338K -5,125 -1%
CTI
373
Community Trust & Investment
Kentucky
$27.6M +$204K +3,089 +0.7%
DCLA
374
Douglas C. Lane & Associates
New York
$27.2M -$708K -10,721 -3%
NAM
375
North American Management
Massachusetts
$26.9M +$66.4K +1,005 +0.2%
13 14
15
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