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 %
WAM
1026
Wealthspire Advisors (Maryland)
Maryland
$3.03M +$3.03M +45,904 New
BPC
1027
Banque Pictet & Cie
Switzerland
$3.02M +$132K +2,006 +5%
CA
1028
Cetera Advisors
Colorado
$3.01M +$244K +3,698 +9%
SCM
1029
Schnieders Capital Management
California
$3.01M -$70.8K -1,072 -2%
TCA
1030
Teewinot Capital Advisers
New York
$3M – – –
GJIC
1031
Gamble Jones Investment Counsel
California
$2.99M +$255K +3,855 +9%
AB
1032
AT Bancorp
Iowa
$2.99M +$21.7K +329 +0.7%
BAS
1033
Brown Advisory Securities
Maryland
$2.98M +$6.34K +96 +0.2%
ITIM
1034
Indiana Trust & Investment Management
Indiana
$2.98M +$239K +3,815 +9%
BRWA
1035
B. Riley Wealth Advisors
Florida
$2.97M +$45.9K +694 +2%
WCP
1036
Welch Capital Partners
New York
$2.97M +$2.97M +44,910 New
OC
1037
Oarsman Capital
Wisconsin
$2.94M -$31.6K -478 -1%
MWAC
1038
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.94M +$2.94M +44,476 New
GWM
1039
Graybill Wealth Management
Illinois
$2.93M -$88.8K -1,345 -3%
RMSCM
1040
R.M. Sincerbeaux Capital Management
New York
$2.93M – – –
ACM
1041
Argyle Capital Management
Pennsylvania
$2.93M -$6.6K -100 -0.2%
ANRIA
1042
American National Registered Investment Advisor
Texas
$2.92M – – –
NJBEST
1043
New Jersey Better Educational Savings Trust
New Jersey
$2.91M -$264K -4,000 -8%
SCM
1044
Sterneck Capital Management
Missouri
$2.9M +$553K +8,370 +24%
ATC
1045
Argent Trust Co
Tennessee
$2.89M +$172K +2,599 +6%
IMOV
1046
Investment Management of Virginia
Virginia
$2.86M -$20.1K -305 -0.7%
NEPWA
1047
New England Private Wealth Advisors
Massachusetts
$2.86M -$34.3K -519 -1%
GIA
1048
GHP Investment Advisors
Colorado
$2.86M +$246K +3,721 +9%
MCM
1049
Mengis Capital Management
Oregon
$2.86M +$99.2K +1,502 +4%
AWP
1050
Ascent Wealth Partners
New York
$2.85M +$193K +2,925 +7%
40 41
42
43 44