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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 %
LJAC
1126
L.J. Altfest & Co
New York
$2.32M -$39K -591 -2%
WP
1127
WealthPLAN Partners
Nebraska
$2.3M +$2.3M +106,874 New
Fuller & Thaler Asset Management
1128
Fuller & Thaler Asset Management
California
$2.29M -$3.09M -46,800 -57%
1GA
1129
1st Global Advisors
Texas
$2.28M -$250K -3,794 -10%
CC
1130
Courier Capital
New York
$2.28M – – –
SCM
1131
SOL Capital Management
Maryland
$2.28M -$28.1K -425 -1%
SGA
1132
Strategic Global Advisors
California
$2.28M +$98.1K +1,486 +5%
CL
1133
CSS LLC
Illinois
$2.28M – – –
NPT
1134
Nixon Peabody Trust
Massachusetts
$2.27M +$2.27M +34,355 New
TIA
1135
Tiemann Investment Advisors
California
$2.27M +$212K +3,211 +10%
VFA
1136
Voya Financial Advisors
Connecticut
$2.26M +$101K +1,515 +5%
SCI
1137
S&CO Inc
Massachusetts
$2.26M -$15.9K -241 -0.7%
IAMOG
1138
Investors Asset Management of Georgia
Georgia
$2.25M +$11.6K +175 +0.5%
FCH
1139
Freestone Capital Holdings
Washington
$2.24M -$682K -10,334 -23%
FAB
1140
First American Bank
Illinois
$2.24M +$53.7K +814 +2%
IB
1141
Intrust Bank
Kansas
$2.23M +$21.7K +329 +1%
PG
1142
PEAK6 Group
Illinois
$2.21M -$3.74M -56,605 -63%
SFSIG
1143
San Francisco Sentry Investment Group
California
$2.21M -$132 -2 -0%
TWA
1144
TCI Wealth Advisors
Arizona
$2.2M +$76K +1,150 +4%
CAM
1145
Columbia Asset Management
Michigan
$2.2M +$64.4K +975 +3%
MBTD
1146
Mechanics Bank - Trust Department
California
$2.19M +$145K +2,199 +7%
RWA
1147
River Wealth Advisors
Pennsylvania
$2.19M +$94.9K +1,437 +5%
CCA
1148
Checchi Capital Advisers
California
$2.18M +$98.9K +1,497 +5%
HIC
1149
Harvey Investment Company
Kentucky
$2.17M +$11.3K +171 +0.5%
SSI
1150
Scott & Selber Inc
Texas
$2.17M +$2.17M +32,858 New
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46
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