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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 %
FMLI
1001
Fukoku Mutual Life Insurance
Japan
$3.26M +$119K +1,800 +4%
MIM
1002
Midwest Investment Management
Ohio
$3.25M +$24.9K +377 +0.8%
WCM
1003
Washington Capital Management
Washington
$3.25M -$19.8K -300 -0.6%
CBN
1004
Cadence Bank NA
Texas
$3.22M +$27.9K +423 +0.9%
BW
1005
Bison Wealth
Georgia
$3.21M +$412K +6,286 +15%
NPC
1006
National Planning Corporation
California
$3.2M +$951K +16,471 +42%
SCM
1007
Stonebridge Capital Management
California
$3.17M -$41.3K -625 -1%
BFO
1008
Boston Family Office
Massachusetts
$3.17M -$9.77K -148 -0.3%
EM
1009
Excalibur Management
Massachusetts
$3.17M -$35K -530 -1%
ECM
1010
Element Capital Management
New York
$3.16M -$257K -3,885 -8%
PTB
1011
Pioneer Trust Bank
Oregon
$3.15M +$171K +2,595 +6%
ECM
1012
EagleClaw Capital Management
Massachusetts
$3.14M -$39.6K -600 -1%
CAL
1013
Capital Analysts LLC
Pennsylvania
$3.13M +$40.5K +613 +1%
P
1014
Pitcairn
Pennsylvania
$3.12M -$204K -3,086 -6%
PAI
1015
Pittenger & Anderson Inc
Nebraska
$3.12M +$272K +4,120 +10%
NIS
1016
National Investment Services
Wisconsin
$3.12M -$67.7K -1,026 -2%
HA
1017
Halsey Associates
Connecticut
$3.1M +$34.1K +516 +1%
WC
1018
Woodstock Corp
Massachusetts
$3.09M +$441K +6,675 +17%
FWCM
1019
First Western Capital Management
California
$3.08M -$924 -14 -0%
ST
1020
Somerset Trust
Pennsylvania
$3.07M +$6.67K +101 +0.2%
SAM
1021
Sawgrass Asset Management
Florida
$3.07M -$18.2K -275 -0.6%
VST
1022
Van Strum & Towne
California
$3.07M +$9.24K +140 +0.3%
MFIMFI
1023
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.04M -$11K -166 -0.4%
CNC
1024
Citizens & Northern Corp
Pennsylvania
$3.03M -$31.4K -476 -1%
RC
1025
Roundview Capital
New Jersey
$3.03M +$11.2K +170 +0.4%
39 40
41
42 43