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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 %
FWM
1076
Frontier Wealth Management
Missouri
$2.71M +$132K +2,003 +5%
SPC
1077
Sigma Planning Corp
Michigan
$2.71M -$128K -1,932 -4%
CSA
1078
Cottage Street Advisors
Massachusetts
$2.7M +$2.7M +42,090 New
OIA
1079
Optimum Investment Advisors
Illinois
$2.7M +$78.2K +1,185 +3%
WPIC
1080
White Pine Investment Company
Michigan
$2.7M +$810K +12,260 +43%
GIA
1081
Guyasuta Investment Advisors
Pennsylvania
$2.66M -$125K -1,900 -4%
MFS
1082
Monetta Financial Services
Illinois
$2.64M – – –
FAM
1083
Fortaleza Asset Management
Illinois
$2.64M +$971K +14,705 +58%
PPCM
1084
Pillar Pacific Capital Management
California
$2.64M +$8.71K +132 +0.3%
BSWMG
1085
Barrington Strategic Wealth Management Group
Illinois
$2.63M +$25K +378 +1%
First Eagle Investment Management
1086
First Eagle Investment Management
New York
$2.59M – – –
TBNY
1087
Trustco Bank (New York)
New York
$2.58M -$24.8K -375 -1%
BKA
1088
Brick & Kyle Associates
Pennsylvania
$2.57M -$78.9K -1,195 -3%
CL
1089
CPWM LLC
Washington
$2.57M +$93.7K +1,888 +4%
CA
1090
CapWealth Advisors
Tennessee
$2.56M -$36.3K -549 -1%
DWT
1091
Dorsey & Whitney Trust
South Dakota
$2.55M +$64.7K +980 +3%
WIS
1092
Wright Investors Service
Connecticut
$2.55M +$490K +7,414 +24%
DVM
1093
Dreman Value Management
Florida
$2.55M -$351K -5,314 -12%
AUB
1094
Atlantic Union Bankshares
Virginia
$2.55M +$221K +3,340 +9%
SCM
1095
Stanley Capital Management
Texas
$2.54M – – –
DSC
1096
Duncker Streett & Co
Missouri
$2.51M -$52K -788 -2%
GVT
1097
Genesee Valley Trust
New York
$2.5M -$45.6K -691 -2%
OCM
1098
One Capital Management
California
$2.48M -$82.6K -1,218 -3%
BCM
1099
Birmingham Capital Management
Alabama
$2.47M -$19.8K -300 -0.8%
CD
1100
Carl Domino
Florida
$2.47M -$161K -2,434 -6%
42 43
44
45 46