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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 %
SIP
501
Stoneridge Investment Partners
Pennsylvania
$16M -$355K -5,370 -2%
ABTD
502
Arvest Bank Trust Division
Oklahoma
$15.9M -$107K -1,618 -0.7%
COPPSERS
503
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.9M +$192K +2,907 +1%
TAF
504
Tredje AP-fonden
Sweden
$15.9M +$234K +3,548 +1%
CCM
505
Cadence Capital Management
Massachusetts
$15.8M -$571K -8,643 -3%
JCM
506
Janney Capital Management
Pennsylvania
$15.8M -$321K -4,859 -2%
RMA
507
Roffman Miller Associates
Pennsylvania
$15.7M +$416K +6,304 +3%
MSDF
508
Michael & Susan Dell Foundation
New York
$15.7M – – –
WIC
509
Willis Investment Counsel
Georgia
$15.7M +$1.56M +23,625 +11%
FCI
510
Financial Counselors Inc
Kansas
$15.7M -$27.9K -423 -0.2%
RJT
511
Raymond James Trust
Florida
$15.6M +$1.28M +19,369 +9%
CFG
512
Citizens Financial Group
Rhode Island
$15.6M +$15.6M +226,685 New
SRC
513
Shufro Rose & Co
New York
$15.3M -$135K -2,040 -0.9%
FIB
514
First Interstate Bank
Montana
$15.2M +$19K +288 +0.1%
CS
515
Central Securities
New York
$15.2M +$660K +10,000 +5%
PAM
516
Private Asset Management
California
$15M +$181K +2,736 +1%
ASA
517
Armstrong Shaw Associates
Connecticut
$15M -$472K -7,141 -3%
JWM
518
Jacobus Wealth Management
Wisconsin
$14.9M +$115K +1,746 +0.8%
NP
519
NS Partners
United Kingdom
$14.8M -$1.48M -22,457 -9%
SCM
520
SKBA Capital Management
California
$14.7M +$26.4K +400 +0.2%
LMGAM
521
Liberty Mutual Group Asset Management
Massachusetts
$14.5M +$6.75M +102,221 +87%
ESBC
522
E.S. Barr & Co
Kentucky
$14.4M -$900K -13,634 -6%
PWP
523
Private Wealth Partners
California
$14.4M -$502K -7,595 -3%
KA
524
KLCM Advisors
Wisconsin
$14.3M -$267K -4,050 -2%
BCM
525
BTR Capital Management
California
$14.3M +$223K +3,375 +2%
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