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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 %
LRPA
1101
L. Roy Papp & Associates
Arizona
$2.47M -$13.2K -200 -0.5%
SS
1102
Simplicity Solutions
Minnesota
$2.47M +$2.22M +33,672 +922%
PL
1103
Perpetual Ltd
Australia
$2.46M +$442K +6,700 +22%
ARTA
1104
A.R.T. Advisors
New York
$2.46M +$2.46M +37,224 New
KCM
1105
Kornitzer Capital Management
Kansas
$2.46M -$253K -3,825 -9%
MBA
1106
McQueen Ball & Associates
Pennsylvania
$2.45M +$2.45M +37,169 New
KM
1107
Kalos Management
Georgia
$2.45M +$2.45M +36,771 New
WIC
1108
Woodmont Investment Counsel
Tennessee
$2.45M +$3.3K +50 +0.1%
BCA
1109
Bray Capital Advisors
Florida
$2.45M -$60.8K -920 -2%
FMWA
1110
Forvis Mazars Wealth Advisors
Missouri
$2.45M +$121K +1,832 +5%
SC
1111
Sculptor Capital
New York
$2.44M -$361M -5,464,314 -99%
FFA
1112
Fragasso Financial Advisors
Pennsylvania
$2.43M -$14.1K -213 -0.6%
PWS
1113
Peloton Wealth Strategists
Indiana
$2.43M +$139K +2,100 +6%
AGI
1114
Athena Global Investors
Virginia
$2.42M – – –
MC
1115
Middleton & Co
Massachusetts
$2.42M +$167K +2,525 +7%
HAG
1116
HighPoint Advisor Group
Illinois
$2.41M +$1.73M +30,338 +253%
AIM
1117
ARGA Investment Management
Connecticut
$2.4M +$2.4M +36,300 New
HC
1118
Hendley & Co
Ohio
$2.39M +$1.1M +16,669 +85%
DBIA
1119
Dumont & Blake Investment Advisors
New Jersey
$2.37M – – –
MPIA
1120
Mountain Pacific Investment Advisers
Idaho
$2.36M -$723K -10,946 -23%
CNFG
1121
Creegan & Nassoura Financial Group
New Hampshire
$2.36M -$8.85K -134 -0.4%
BSB
1122
Bangor Savings Bank
Maine
$2.35M -$2.31K -35 -0.1%
SIMM
1123
Stillwater Investment Management (Minnesota)
Minnesota
$2.35M -$66 -1 -0%
SFA
1124
Sequoia Financial Advisors
Ohio
$2.34M +$1.66M +25,123 +242%
HCA
1125
Harbour Capital Advisors
Virginia
$2.32M +$388K +5,875 +20%
43 44
45
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