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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 %
DLG
851
Daniel L. Goodwin
$5.06M – – –
FG
852
Fiduciary Group
Georgia
$5.04M +$659K +9,982 +15%
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.98M +$438K +6,632 +10%
OC
854
Oakworth Capital
Alabama
$4.98M +$999K +15,125 +25%
CT
855
Chicago Trust
Illinois
$4.95M -$448K -6,785 -8%
BAM
856
Boyar Asset Management
New York
$4.93M -$2.64K -40 -0.1%
SFS
857
Strategic Financial Services
New York
$4.89M +$109K +1,655 +2%
VV
858
Verity & Verity
South Carolina
$4.88M -$71.4K -1,081 -1%
AA
859
Ancora Advisors
Ohio
$4.86M +$99.4K +1,506 +2%
BIC
860
Bridges Investment Counsel
Nebraska
$4.85M – – –
MAM
861
Mizuho Asset Management
Japan
$4.84M +$250K +3,783 +5%
CTA
862
Colonial Trust Advisors
South Carolina
$4.83M -$135K -2,046 -3%
CIC
863
Carnegie Investment Counsel
Ohio
$4.82M +$444K +7,466 +10%
PL
864
Parkwood LLC
Ohio
$4.82M +$4.82M +72,930 New
BAAM
865
Baker Avenue Asset Management
California
$4.8M -$416K -6,307 -8%
AAM
866
AR Asset Management
California
$4.79M – – –
SIC
867
Sigma Investment Counselors
Michigan
$4.77M -$109K -1,645 -2%
SFT
868
Simmons First Trust
Arkansas
$4.77M +$2.98M +45,165 +167%
DCM
869
Delta Capital Management
New Jersey
$4.71M +$1.65K +25 +0%
CWM
870
Concert Wealth Management
California
$4.71M +$18.9K +285 +0.4%
PFP
871
Pinnacle Financial Partners
Tennessee
$4.7M -$317K -4,794 -6%
BHWM
872
Bar Harbor Wealth Management
New Hampshire
$4.68M -$31.1K -471 -0.7%
BWP
873
Baldwin Wealth Partners
Massachusetts
$4.68M -$75.2K -1,139 -2%
EVM
874
Evelyn V. Moreno
$4.67M +$206K +3,115 +5%
SIA
875
SeaBridge Investment Advisors
New Jersey
$4.66M -$309K -4,687 -6%
33 34
35
36 37