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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 %
CAN
701
Cetera Advisor Networks
California
$7.77M -$135K -2,046 -2%
1SB
702
1ST Source Bank
Indiana
$7.77M -$59.6K -903 -0.8%
BFM
703
Boston Financial Management
Massachusetts
$7.74M -$374K -5,660 -5%
KJHP
704
K.J. Harrison & Partners
Ontario, Canada
$7.72M +$2.21M +33,433 +40%
CANC
705
Culbertson A N & Co
Virginia
$7.7M +$258K +3,904 +3%
AT
706
Argent Trust
Texas
$7.65M +$4.38M +66,337 +134%
ACH
707
ArrowMark Colorado Holdings
Colorado
$7.59M -$829K -12,554 -10%
AIA
708
Alerus Investment Advisors
Minnesota
$7.57M +$211K +3,198 +3%
FTC
709
Farmers Trust Company
Ohio
$7.56M -$64.4K -975 -0.8%
FFBTD
710
First Financial Bank - Trust Division
Ohio
$7.55M -$112K -1,690 -1%
OAM
711
Origin Asset Management
United Kingdom
$7.53M – – –
SIC
712
Salem Investment Counselors
North Carolina
$7.52M -$22.1K -335 -0.3%
BCMNY
713
Buckingham Capital Management (New York)
New York
$7.5M -$316K -4,790 -4%
SSB
714
Sandy Spring Bank
Maryland
$7.49M +$602K +9,122 +9%
CII
715
Capital International Inc
California
$7.44M -$58.1K -880 -0.8%
LAM
716
Lingohr Asset Management
Germany
$7.43M -$273K -4,100 -4%
PP
717
Patten & Patten
Tennessee
$7.4M -$36.8K -558 -0.5%
BBA
718
BLB&B Advisors
Pennsylvania
$7.39M +$526K +7,970 +8%
1IA
719
1834 Investment Advisors
Wisconsin
$7.36M -$497K -7,522 -6%
CI
720
Capital International
California
$7.35M -$436K -6,600 -6%
SWM
721
SVA Wealth Management
Wisconsin
$7.33M +$660K +9,999 +10%
EML
722
Eos Management LP
New York
$7.33M – – –
RBA
723
Richard Bernstein Advisors
New York
$7.32M – – –
MFS
724
MSI Financial Services
Massachusetts
$7.31M +$2.6M +39,340 +55%
PCM
725
Palouse Capital Management
Washington
$7.29M -$250K -3,782 -3%
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