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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 %
BHIA
726
Birch Hill Investment Advisors
Massachusetts
$7.29M -$303K -4,594 -4%
OCM
727
Oakwood Capital Management
California
$7.22M +$143K +2,161 +2%
Nomura Holdings
728
Nomura Holdings
Japan
$7.22M +$3.53M +62,722 +96%
Two Sigma Advisers
729
Two Sigma Advisers
New York
$7.19M -$8.04M -121,734 -53%
WF
730
WealthTrust Fairport
Ohio
$7.19M +$64.8K +982 +0.9%
Citadel Advisors
731
Citadel Advisors
Florida
$7.19M +$6.33M +95,800 +735%
TMAM
732
Tokio Marine Asset Management
Japan
$7.18M -$1.74M -26,320 -19%
SC
733
SouthState Corp
Florida
$7.17M +$111K +1,682 +2%
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$7.17M -$233K -3,525 -3%
HRC
735
Hoertkorn Richard Charles
$7.11M -$327K -4,950 -4%
AHB
736
Abner Herrman & Brock
New Jersey
$7.05M +$14.9K +225 +0.2%
FM
737
Foster & Motley
Ohio
$7.03M +$61.6K +933 +0.9%
AIM
738
Avity Investment Management
Connecticut
$7.01M -$546K -8,265 -7%
BONST
739
Bank of Nova Scotia Trust
Ontario, Canada
$7.01M +$383K +5,794 +6%
DMIC
740
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.01M +$7.01M +106,109 New
AHC
741
Anderson Hoagland & Co
Missouri
$6.99M -$50.2K -765 -0.7%
ERIM
742
Eagle Ridge Investment Management
Connecticut
$6.98M -$310K -4,702 -4%
OMC
743
Overbrook Management Corp
New York
$6.94M -$11M -165,870 -61%
PI
744
Pettee Investors
Connecticut
$6.86M – – –
SCM
745
Suffolk Capital Management
New York
$6.83M -$236K -3,571 -3%
IFB
746
iAB Financial Bank
Indiana
$6.83M +$84.8K +1,285 +1%
SSWM
747
Smith Salley Wealth Management
North Carolina
$6.82M +$97.6K +1,478 +1%
SCA
748
Stonebridge Capital Advisors
Minnesota
$6.81M +$295K +4,466 +5%
GIM
749
Grassi Investment Management
California
$6.76M +$9.97K +151 +0.1%
DG
750
Davidson & Garrard
Virginia
$6.76M +$229K +3,474 +4%
28 29
30
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