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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 %
AC
651
AFAM Capital
Texas
$8.99M -$68.3K -1,034 -0.8%
NSEDCP
652
NJ State Employees Deferred Compensation Plan
New Jersey
$8.91M – – –
AC
653
Allstate Corporation
Illinois
$8.9M +$8.9M +134,810 New
CW
654
Cobiz Wealth
Colorado
$8.84M -$116K -1,760 -1%
HP
655
Hosking Partners
United Kingdom
$8.76M +$116K +1,754 +1%
LM
656
Lincluden Management
Ontario, Canada
$8.74M -$1.11M -16,870 -11%
AI
657
Ariel Investments
Illinois
$8.71M -$317K -4,800 -4%
IA
658
Icon Advisers
Colorado
$8.7M -$85.8K -1,300 -1%
PWM
659
Patriot Wealth Management
Texas
$8.7M +$44.2K +670 +0.5%
BTS
660
BB&T Securities
Virginia
$8.65M -$70.4K -1,066 -0.8%
BIA
661
Biondo Investment Advisors
Pennsylvania
$8.56M -$75.1K -1,137 -0.9%
RW
662
Rand Wealth
Maryland
$8.56M +$15.5K +235 +0.2%
BC
663
Brookfield Corp
Ontario, Canada
$8.55M – – –
IMAS
664
ID Management A/S
Denmark
$8.52M +$6.84M +103,618 +408%
LMIM
665
Lockheed Martin Investment Management
Maryland
$8.51M – – –
CIS
666
Capital International Sarl
California
$8.49M -$277K -4,200 -3%
VW
667
Vantage Wealth
California
$8.49M -$19.8K -300 -0.2%
CA
668
Cornerstone Advisors
North Carolina
$8.47M – – –
CCFCSB
669
Cape Cod Five Cents Savings Bank
Massachusetts
$8.47M +$170K +2,571 +2%
TCM
670
Tradition Capital Management
New Jersey
$8.47M -$487K -7,370 -5%
CIS
671
Connors Investor Services
Pennsylvania
$8.47M +$921K +13,941 +12%
CRCM
672
Crystal Rock Capital Management
Illinois
$8.46M +$1.28M +19,350 +18%
CA
673
Callahan Advisors
Texas
$8.42M +$325K +4,928 +4%
MERSOM
674
Municipal Employees' Retirement System of Michigan
Michigan
$8.41M +$52.2K +790 +0.6%
RC
675
RBO & Co
California
$8.41M +$125K +1,886 +2%
25 26
27
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