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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 %
CANY
926
Caxton Associates (New York)
New York
$3.96M +$3.96M +60,000 New
CBU
927
CIBC Bank USA
Illinois
$3.96M +$225K +3,414 +6%
JAM
928
Jolley Asset Management
North Carolina
$3.95M -$83.2K -1,260 -2%
WSCM
929
Wellington Shields Capital Management
New York
$3.95M -$115K -1,748 -3%
TF
930
Tompkins Financial
New York
$3.94M -$168K -2,550 -4%
RAM
931
Redmond Asset Management
Virginia
$3.92M +$72.6K +1,100 +2%
NCMW
932
Northern Capital Management (Wisconsin)
Wisconsin
$3.91M +$49.5K +750 +1%
I
933
IberiaBank
Louisiana
$3.89M +$141K +2,140 +4%
JWBC
934
J.W. Burns & Co
New York
$3.89M +$183K +2,766 +5%
LW
935
Linscomb Wealth
Texas
$3.86M +$110K +1,662 +3%
HI
936
HBK Investments
Texas
$3.85M +$3.85M +58,337 New
CWM
937
Catamount Wealth Management
Connecticut
$3.84M +$355K +5,370 +10%
KCMRT
938
Kemper Corp Master Retirement Trust
Illinois
$3.83M -$396K -6,000 -9%
RWA
939
Ropes Wealth Advisors
Massachusetts
$3.83M -$13.7K -207 -0.4%
ECM
940
Everence Capital Management
Indiana
$3.83M – – –
UFG
941
United Fire Group
Iowa
$3.81M – – –
GXMC
942
Global X Management Company
New York
$3.81M -$962K -14,570 -20%
LIC
943
Lodestar Investment Counsel
Illinois
$3.8M +$465K +7,035 +14%
HFM
944
Hartford Financial Management
Connecticut
$3.8M +$54.9K +832 +1%
CFP
945
Cornerstone Financial Partners
North Carolina
$3.79M +$3.79M +57,520 New
ICOM
946
Investment Counselors of Maryland
Maryland
$3.77M -$3.3K -50 -0.1%
BCM
947
Blume Capital Management
California
$3.76M -$69.3K -1,050 -2%
ACP
948
Aviance Capital Partners
Florida
$3.76M +$336K +5,093 +10%
CCMINC
949
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.74M -$59.1K -895 -2%
CB
950
Community Bank
New York
$3.74M +$265K +4,009 +8%
36 37
38
39 40