JPM icon

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 %
DLCIG
901
D.L. Carlson Investment Group
New Hampshire
$4.28M +$74K +1,120 +2%
VKH
902
Virtu KCG Holdings
New York
$4.24M -$7.1M -107,556 -63%
CG
903
Cutler Group
California
$4.23M +$4.23M +64,110 New
CHAM
904
Clear Harbor Asset Management
Connecticut
$4.23M +$1.98K +30 +0%
VWM
905
Venturi Wealth Management
Texas
$4.22M +$4.22M +63,970 New
PSI
906
Pinnacle Summer Investments
Virginia
$4.22M +$1.38M +20,932 +49%
SWP
907
Stratos Wealth Partners
Ohio
$4.22M -$745K -11,280 -15%
ANTB
908
AMG National Trust Bank
Colorado
$4.21M -$1.59K -24 -0%
AIC
909
Argus Investors Counsel
New York
$4.21M -$525K -7,950 -11%
SGCA
910
Steel Grove Capital Advisors
Tennessee
$4.18M – – –
AA
911
Apriem Advisors
California
$4.18M +$566K +8,576 +16%
SCA
912
Stieven Capital Advisors
Missouri
$4.16M -$66K -1,000 -2%
UF
913
Univest Financial
Pennsylvania
$4.14M -$53.9K -817 -1%
JIM
914
Jupiter Investment Management
United Kingdom
$4.14M +$1.52M +23,011 +58%
BHB
915
Bank Hapoalim BM
Israel
$4.13M -$109K -1,654 -3%
PGIM
916
Pacific Global Investment Management
California
$4.13M -$30.4K -460 -0.7%
LA
917
LVW Advisors
New York
$4.11M -$51.9K -786 -1%
GCA
918
Greenwood Capital Associates
South Carolina
$4.09M -$28.1K -426 -0.7%
BLM
919
Bennett Lawrence Management
New York
$4.07M -$1.9M -28,825 -32%
DPIM
920
Duff & Phelps Investment Management
Illinois
$4.03M -$193K -2,920 -5%
CFA
921
Capstone Financial Advisors
Illinois
$4.02M -$66K -999 -2%
CIA
922
Capital Investment Advisors
Georgia
$3.99M +$308K +4,671 +8%
SC
923
Schulhoff & Co
Ohio
$3.98M -$699K -10,580 -15%
AIU
924
Algebris Investments (UK)
United Kingdom
$3.97M -$583K -8,826 -13%
CFC
925
Cincinnati Financial Corp
Ohio
$3.96M – – –
35 36
37
38 39