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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 %
HW
976
Hancock Whitney
Mississippi
$3.48M -$1.51M -22,829 -30%
CPC
977
Cookson Peirce & Co
Pennsylvania
$3.47M +$463K +7,005 +15%
FB
978
Fulton Bank
Pennsylvania
$3.47M +$13.9K +210 +0.4%
LIM
979
Leavell Investment Management
Alabama
$3.47M +$75.5K +1,143 +2%
ECM
980
ETrade Capital Management
Virginia
$3.42M +$70.9K +1,074 +2%
CCM
981
Coldstream Capital Management
Washington
$3.41M +$80.5K +1,219 +2%
LH
982
Lebenthal Holdings
New York
$3.39M -$132K -1,999 -4%
BCCM
983
Bridge Creek Capital Management
Massachusetts
$3.39M +$3.39M +51,325 New
LNWWM
984
Laird Norton Wetherby Wealth Management
California
$3.39M +$34.9K +529 +1%
NMIFOAC
985
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.37M – – –
RC
986
RBF Capital
California
$3.37M – – –
CAM
987
Congress Asset Management
Massachusetts
$3.36M +$365K +5,534 +12%
PPSG
988
Princeton Portfolio Strategies Group
New Jersey
$3.34M +$359K +5,437 +12%
HMC
989
Harvard Management Company
Massachusetts
$3.34M +$2.34M +35,500 +235%
UBWV
990
United Bank (West Virginia)
West Virginia
$3.34M +$205K +3,106 +7%
BBHC
991
Brown Brothers Harriman & Co
New York
$3.33M +$432K +6,540 +15%
PL
992
Parthenon LLC
Kentucky
$3.33M -$20K -303 -0.6%
Balyasny Asset Management
993
Balyasny Asset Management
Illinois
$3.3M +$3.3M +50,000 New
HSA
994
Hussman Strategic Advisors
Maryland
$3.3M +$3.3M +50,000 New
YIA
995
YHB Investment Advisors
Connecticut
$3.29M +$93.5K +1,416 +3%
HBT
996
Hills Bank & Trust
Iowa
$3.28M +$494K +7,477 +18%
IFAM
997
Institutional & Family Asset Management
Colorado
$3.28M +$3.28M +49,631 New
IWM
998
Integrated Wealth Management
California
$3.28M -$8.39K -127 -0.3%
SACTSONJ
999
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.27M – – –
PIM
1000
Penobscot Investment Management
Massachusetts
$3.27M +$127K +1,931 +4%
38 39
40
41 42