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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 %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.63B +$11.7M +177,169 +0.7%
Wells Fargo
27
Wells Fargo
California
$1.61B +$124M +1,872,935 +8%
Goldman Sachs
28
Goldman Sachs
New York
$1.38B +$82.2M +1,244,899 +6%
LPU
29
Lansdowne Partners (UK)
United Kingdom
$1.33B +$86M +1,303,099 +7%
TCIM
30
TIAA CREF Investment Management
New York
$1.26B -$2.95M -44,606 -0.2%
Deutsche Bank
31
Deutsche Bank
Germany
$1.24B +$302M +4,569,268 +32%
BIM
32
BlackRock Investment Management
Delaware
$1.21B -$28.3M -428,454 -2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.19B -$33.2M -502,198 -3%
DSA
34
Davis Selected Advisers
Arizona
$1.15B -$23.7M -359,652 -2%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.09B -$1.26M -19,149 -0.1%
Allianz Asset Management
36
Allianz Asset Management
Germany
$1.01B +$3.43M +51,906 +0.3%
Primecap Management
37
Primecap Management
California
$944M +$227M +3,430,930 +32%
LSV Asset Management
38
LSV Asset Management
Illinois
$936M -$7.11M -107,733 -0.8%
Fisher Asset Management
39
Fisher Asset Management
Washington
$924M +$11M +167,104 +1%
WRF
40
Waddell & Reed Financial
Kansas
$889M -$78.4M -1,186,972 -8%
UBS AM
41
UBS AM
Illinois
$834M -$90M -1,363,076 -10%
Eagle Capital Management (New York)
42
Eagle Capital Management (New York)
New York
$828M +$75.2M +1,138,288 +10%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$825M +$98.1M +1,485,591 +14%
Capital International Investors
44
Capital International Investors
California
$803M +$254M +3,847,919 +46%
Charles Schwab
45
Charles Schwab
California
$794M +$12.3M +186,882 +2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$793M -$5.11M -77,401 -0.6%
UBS Group
47
UBS Group
Switzerland
$784M -$102M -1,538,293 -11%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$774M -$21.6M -327,100 -3%
O
49
OppenheimerFunds
New York
$752M -$26.3M -397,930 -3%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$743M -$26.7M -404,192 -3%
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