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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
+$302M
2
Capital World Investors
Capital World Investors
California
+$282M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$276M
4
Capital International Investors
Capital International Investors
California
+$254M
5
Primecap Management
Primecap Management
California
+$227M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$2.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$657M
3
SC
Sculptor Capital
New York
-$361M
4
Northern Trust
Northern Trust
Illinois
-$223M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBCM
476
Schwerin Boyle Capital Management
Massachusetts
$17.4M -$26.4K -400 -0.2%
FWIA
477
Fort Washington Investment Advisors
Ohio
$17.4M +$10.1M +153,641 +140%
NSIM
478
North Star Investment Management
Illinois
$17.3M -$98.6K -1,493 -0.6%
MCTIC
479
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$17.2M +$413K +6,256 +2%
PTC
480
Philadelphia Trust Company
Pennsylvania
$17.2M -$500K -7,565 -3%
AJ
481
Ashburton (Jersey)
Jersey
$17.1M +$17.1M +257,073 New
AMI
482
Amica Mutual Insurance
Rhode Island
$17.1M – – –
AssetMark Inc
483
AssetMark Inc
California
$17.1M +$4.29M +65,046 +34%
DADC
484
D.A. Davidson & Co
Montana
$17.1M +$217K +3,290 +1%
OPCM
485
Osborne Partners Capital Management
California
$17.1M -$49.5K -750 -0.3%
LSERS
486
Louisiana State Employees Retirement System
Louisiana
$17M -$812K -12,300 -5%
OI
487
Oakbrook Investments
Illinois
$16.9M -$616K -9,332 -4%
GJL
488
Gendell Jeffrey L
$16.8M -$1.27M -19,175 -7%
HEIP
489
Hudson Edge Investment Partners
New Jersey
$16.8M -$22.9M -346,520 -58%
CNAM
490
Campbell Newman Asset Management
Wisconsin
$16.8M +$157K +2,372 +0.9%
CPSAC
491
Chas P. Smith & Associates (CPS)
Florida
$16.6M +$215K +3,249 +1%
CG
492
Colony Group
Massachusetts
$16.5M +$660K +9,995 +4%
MP
493
MSD Partners
New York
$16.5M – – –
EWA
494
EP Wealth Advisors
California
$16.5M +$85.8K +1,300 +0.5%
AT
495
Arden Trust
Delaware
$16.4M +$568K +8,596 +4%
MAM
496
Martingale Asset Management
Massachusetts
$16.3M +$235K +3,561 +1%
QAM
497
QCI Asset Management
New York
$16.3M -$72.1K -1,092 -0.4%
MAM
498
Meeder Asset Management
Ohio
$16.2M +$3.69M +55,849 +29%
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$16.2M +$1.46M +22,088 +10%
ACM
500
Advisors Capital Management
New Jersey
$16.1M +$3.93M +59,471 +32%
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