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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 %
YP
551
Yellowstone Partners
Idaho
$12.6M +$207K +3,139 +2%
PFC
552
Phocas Financial Corp
California
$12.4M +$31.8K +481 +0.3%
CONA
553
Capital One National Association
New York
$12.4M -$1.59M -24,095 -11%
FBP
554
Flippin Bruce & Porter
Virginia
$12.3M -$213K -3,229 -2%
LBC
555
Lowe Brockenbrough & Co
Virginia
$12.3M -$757K -11,460 -6%
MAM
556
Majedie Asset Management
United Kingdom
$12.3M +$3.62M +54,846 +42%
SCA
557
Stillwater Capital Advisors
Pennsylvania
$12.2M -$42.9K -649 -0.4%
BCM
558
BlueCrest Capital Management
Jersey
$12.2M +$6.22M +94,167 +104%
CCM
559
Covington Capital Management
California
$12.2M +$417K +6,314 +4%
FNBT
560
FineMark National Bank & Trust
Florida
$12.1M +$1.31M +19,830 +12%
DSI
561
Daiwa SB Investments
Japan
$12.1M -$447K -6,767 -4%
TCM
562
Tufton Capital Management
Maryland
$12.1M -$106K -1,605 -0.9%
BFS
563
Baskin Financial Services
Ontario, Canada
$12.1M -$57.9K -877 -0.5%
MG
564
Markel Group
Virginia
$12.1M – – –
BAM
565
Baring Asset Management
United Kingdom
$12.1M +$567K +8,580 +5%
BCM
566
Brookmont Capital Management
Texas
$12.1M -$1.38M -20,863 -10%
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$12M -$3.65M -55,249 -23%
NB
568
NBT Bank
New York
$11.9M -$73.6K -1,114 -0.6%
VC
569
Vestor Capital
Illinois
$11.8M -$65K -984 -0.5%
APFBOT
570
Amica Pension Fund Board of Trustees
Rhode Island
$11.8M – – –
BCM
571
Buckhead Capital Management
Georgia
$11.8M +$1.41M +21,386 +14%
MI
572
Markston International
New York
$11.7M -$1.37M -20,678 -10%
NLGIA
573
Nippon Life Global Investors Americas
New York
$11.7M -$1.65M -25,060 -12%
Northwestern Mutual Wealth Management
574
Northwestern Mutual Wealth Management
Wisconsin
$11.7M +$413K +6,258 +4%
SCM
575
Shelton Capital Management
Colorado
$11.6M +$47K +712 +0.4%
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