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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 %
TAM
626
Taurus Asset Management
New York
$9.78M +$84.1K +1,273 +0.9%
PWAG
627
Polaris Wealth Advisory Group
California
$9.75M +$9.75M +147,581 New
MSR
628
Main Street Research
Connecticut
$9.73M +$56.1K +849 +0.6%
PCM
629
Parsons Capital Management
Rhode Island
$9.7M +$137K +2,068 +1%
HCMNY
630
Howard Capital Management (New York)
New York
$9.65M -$70.5K -1,067 -0.7%
NLI
631
Nippon Life Insurance
Japan
$9.62M -$502K -7,602 -5%
RAM
632
Riggs Asset Management
Pennsylvania
$9.6M +$3.56M +53,888 +59%
EWM
633
Endurance Wealth Management
Rhode Island
$9.54M -$145K -2,200 -1%
CF
634
CNA Financial
Illinois
$9.52M +$2.99M +70,075 +46%
TIM
635
Thompson Investment Management
Wisconsin
$9.51M -$165K -2,498 -2%
FAAS
636
First Allied Advisory Services
California
$9.48M +$523K +7,905 +6%
WAM
637
Winslow Asset Management
Ohio
$9.46M -$163K -2,465 -2%
TYCC
638
Texas Yale Capital Corp
Florida
$9.38M +$396 +6 +0%
Cambridge Investment Research Advisors
639
Cambridge Investment Research Advisors
Iowa
$9.36M +$397K +6,009 +4%
AHC
640
Adell Harriman & Carpenter
Texas
$9.31M +$222K +3,358 +2%
HFS
641
Haverford Financial Services
Pennsylvania
$9.25M +$159K +2,407 +2%
NMIMC
642
Northwestern Mutual Investment Management Company
Wisconsin
$9.23M +$164K +2,482 +2%
TAM
643
Tocqueville Asset Management
New York
$9.22M +$120K +1,820 +1%
FG
644
FSI Group
Ohio
$9.21M -$1.48M -22,474 -14%
SC
645
Skylands Capital
Wisconsin
$9.21M -$335K -5,100 -4%
EIM
646
Emerson Investment Management
Massachusetts
$9.2M +$3.22M +48,766 +54%
BIC
647
Beach Investment Counsel
Pennsylvania
$9.17M -$7.98M -120,795 -47%
KRSITF
648
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.1M +$945K +14,318 +12%
CEI
649
Clark Estates Inc
New York
$9.08M – – –
CB
650
Chemical Bank
Michigan
$9.04M +$292K +4,417 +3%
24 25
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