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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 %
KIA
676
KCM Investment Advisors
California
$8.4M +$328K +4,969 +4%
JIC
677
Johnson Investment Counsel
Ohio
$8.38M +$97.3K +1,474 +1%
QF
678
QVT Financial
New York
$8.38M +$2.44M +36,879 +41%
CI
679
Conning Inc
Connecticut
$8.31M +$574K +8,691 +7%
FBC
680
Fairfield, Bush & Co
Connecticut
$8.31M -$202K -3,058 -2%
CIM
681
Calvert Investment Management
Maryland
$8.28M -$17M -257,329 -67%
CWM
682
Cabot Wealth Management
Massachusetts
$8.23M +$105K +1,584 +1%
FNT
683
First National Trust
Pennsylvania
$8.23M -$38.4K -582 -0.5%
GCA
684
Guardian Capital Advisors
Ontario, Canada
$8.17M -$87.3K -1,400 -1%
DBT
685
Dubuque Bank & Trust
Iowa
$8.16M -$117K -1,767 -1%
NRS
686
Neville Rodie & Shaw
New York
$8.14M -$92.4K -1,400 -1%
Mariner
687
Mariner
Kansas
$8.12M -$1.63M -24,674 -17%
GW
688
GW & Wade
Massachusetts
$8.12M +$458K +6,929 +6%
CCM
689
Channing Capital Management
Illinois
$8.08M – – –
EAM
690
EULAV Asset Management
Florida
$8.06M -$5.08M -77,000 -39%
FHA
691
First Horizon Advisors
Tennessee
$8.05M +$15.4K +234 +0.2%
DIA
692
Denver Investment Advisors
Colorado
$8.05M +$738K +11,183 +10%
TCOV
693
Trust Company of Vermont
Vermont
$7.96M +$688K +10,422 +9%
KCM
694
Kanawha Capital Management
Virginia
$7.93M +$46.8K +708 +0.6%
GCM
695
Graham Capital Management
Connecticut
$7.92M +$7.92M +120,000 New
CIA
696
Choate Investment Advisors
Massachusetts
$7.89M -$6.38K -102 -0.1%
AIP
697
Ameritas Investment Partners
Nebraska
$7.85M -$13.7K -207 -0.2%
LIA
698
LS Investment Advisors
Michigan
$7.83M -$23.4K -354 -0.3%
PIM
699
Perkins Investment Management
Illinois
$7.82M -$258K -3,903 -3%
CTC
700
Central Trust Company
Missouri
$7.8M +$391K +5,925 +5%
26 27
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