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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 %
PP
876
Pegasus Partners
Wisconsin
$4.65M -$35.3K -535 -0.8%
Pacer Advisors
877
Pacer Advisors
Pennsylvania
$4.62M +$4.26M +64,593 +1,211%
CIM
878
CenturyLink Investment Management
Colorado
$4.59M – – –
CCM
879
CWH Capital Management
Washington
$4.59M +$42.9K +650 +0.9%
SNT
880
Security National Trust
West Virginia
$4.57M -$172K -2,600 -4%
LWCFA
881
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.56M +$125K +1,895 +3%
AP
882
Advisor Partners
California
$4.54M +$421K +6,370 +10%
CIM
883
Contrarius Investment Management
Jersey
$4.52M -$521K -7,895 -10%
SAM
884
Security Asset Management
New York
$4.51M -$166K -2,520 -4%
FA
885
Fagan Associates
New York
$4.51M +$199K +3,020 +5%
HAI
886
Hennessy Advisors Inc
California
$4.49M -$264K -4,000 -6%
BCP
887
Blue Chip Partners
Michigan
$4.48M +$353K +5,345 +9%
NCM
888
Nelson Capital Management
California
$4.43M +$50.2K +760 +1%
BOC
889
Barbara Oil Co
Illinois
$4.42M – – –
ACM
890
Alpha Capital Management
Texas
$4.41M -$9.31K -141 -0.2%
ISB
891
Iowa State Bank
Iowa
$4.41M +$406K +6,153 +10%
NIT
892
NumerixS Investment Technologies
British Columbia, Canada
$4.38M +$4.38M +66,399 New
III
893
Independent Investors Inc
New York
$4.35M -$6.6K -100 -0.2%
SHGA
894
Sand Hill Global Advisors
California
$4.34M -$20.1K -304 -0.5%
SAM
895
Selway Asset Management
$4.34M -$182K -2,750 -4%
LPT
896
Legacy Private Trust
Wisconsin
$4.34M +$507K +7,672 +13%
WTB
897
Washington Trust Bank
Washington
$4.32M -$84.6K -1,282 -2%
MC
898
Moors & Cabot
Massachusetts
$4.29M -$267K -4,041 -6%
OMCS
899
Old Mutual Customised Solutions
South Africa
$4.29M -$225K -3,400 -5%
EFS
900
Essex Financial Services
Connecticut
$4.29M -$117K -1,777 -3%
34 35
36
37 38