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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 %
MC
401
Muhlenkamp & Co
Pennsylvania
$23.5M -$4.29K -65 -0%
AI
402
Analytic Investors
California
$23.5M +$7.35M +111,280 +45%
WPC
403
Waters Parkerson & Co
Louisiana
$23.5M +$541K +8,192 +2%
BIP
404
Brandes Investment Partners
California
$23.4M -$165K -2,497 -0.7%
Robeco Institutional Asset Management
405
Robeco Institutional Asset Management
Netherlands
$23.3M -$121M -1,831,578 -84%
SAM
406
Securian Asset Management
Minnesota
$23.2M +$335K +5,079 +1%
MC
407
Martin Currie
United Kingdom
$23.2M -$449K -6,800 -2%
WJA
408
Williams Jones & Associates
New York
$23.1M -$1.32M -20,014 -5%
DAM
409
Davis Asset Management
California
$23M – – –
ANI
410
American National Insurance
Texas
$22.8M – – –
RCM
411
Rockshelter Capital Management
Pennsylvania
$22.8M -$1.76M -26,670 -7%
Creative Planning
412
Creative Planning
Kansas
$22.7M +$2.96M +44,790 +15%
Parallax Volatility Advisers
413
Parallax Volatility Advisers
California
$22.7M +$20.1M +304,392 +778%
Rafferty Asset Management
414
Rafferty Asset Management
New York
$22.7M -$876K -13,159 -4%
SPC
415
Stewart & Patten Company
California
$22.6M +$187K +2,833 +0.8%
GKIM
416
GW&K Investment Management
Massachusetts
$22.5M +$58.3K +883 +0.3%
DCM
417
Donaldson Capital Management
Indiana
$22.4M -$54.2K -821 -0.2%
Mirae Asset Global Investments
418
Mirae Asset Global Investments
South Korea
$22.4M -$395K -5,985 -2%
SAM
419
Shell Asset Management
Netherlands
$22.2M -$16M -241,577 -42%
BAM
420
Berkshire Asset Management
Pennsylvania
$22.1M +$516K +7,822 +2%
DJSG
421
D.J. St. Germain
Massachusetts
$21.9M -$76.9K -1,165 -0.4%
Ninety One (UK)
422
Ninety One (UK)
United Kingdom
$21.7M +$178K +2,692 +0.8%
OH
423
Orbis Holdings
Bermuda
$21.4M – – –
EA
424
Euclid Advisors
Connecticut
$21.3M +$11.2M +168,985 +110%
BF
425
BOK Financial
Oklahoma
$21.2M +$189K +2,867 +0.9%
15 16
17
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