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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 %
Truist Financial
576
Truist Financial
North Carolina
$11.6M -$528K -7,992 -4%
ZA
577
Zweig Advisers
Connecticut
$11.5M – – –
FAM
578
Fred Alger Management
New York
$11.4M -$215K -3,250 -2%
FPCM
579
Financial Partners Capital Management
New York
$11.4M -$266K -4,030 -2%
DA
580
Denali Advisors
California
$11.4M -$614K -9,300 -5%
QCI
581
Quaker Capital Investments
Pennsylvania
$11.4M – – –
SSG
582
Summit Securities Group
New York
$11.3M +$6.39M +96,800 +130%
CAM
583
Coronation Asset Management
South Africa
$11.3M +$1.05M +15,898 +10%
CSC
584
Cove Street Capital
California
$11.2M -$198K -3,000 -2%
LSA
585
L & S Advisors
California
$11.2M +$3.34M +50,586 +43%
CAM
586
Cypress Asset Management
Texas
$11.2M -$56.1K -850 -0.5%
HIM
587
Hermes Investment Management
United Kingdom
$11.1M +$3.25M +49,195 +41%
Jones Financial Companies
588
Jones Financial Companies
Missouri
$11.1M -$608K -9,207 -5%
EGA
589
Eagle Global Advisors
Texas
$11.1M +$10.8K +163 +0.1%
ACM
590
Azimuth Capital Management
Michigan
$11M +$1.42M +21,442 +15%
BT
591
Beacon Trust
New Jersey
$10.9M +$965K +14,621 +10%
NCM
592
Noesis Capital Mangement
Florida
$10.9M +$96.9K +1,468 +0.9%
BAC
593
Boys Arnold & Co
North Carolina
$10.9M +$5.13M +77,706 +89%
CBB
594
Citizens Business Bank
California
$10.9M -$423K -6,409 -4%
BB
595
Busey Bank
Illinois
$10.9M +$212K +3,205 +2%
AP
596
Appleton Partners
Massachusetts
$10.8M +$1.27M +19,250 +13%
WA
597
Wasatch Advisors
Utah
$10.8M -$769K -11,651 -7%
TH
598
Timber Hill
Connecticut
$10.8M +$6.65M +100,750 +161%
AAIM
599
American Assets Investment Management
California
$10.8M +$295K +4,470 +3%
SAM
600
Strategy Asset Managers
California
$10.8M -$267K -4,038 -2%
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