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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 %
PG
1151
Patten Group
Tennessee
$2.17M -$81.2K -1,229 -4%
QI
1152
Quotient Investors
New York
$2.16M -$1.09M -16,542 -34%
GD
1153
Grandfield & Dodd
New York
$2.16M +$25.1K +380 +1%
ZB
1154
Zions Bancorporation
Utah
$2.16M +$638K +10,730 +42%
SWM
1155
Stockman Wealth Management
Montana
$2.15M +$136K +2,057 +7%
FM
1156
Forward Management
California
$2.15M -$301K -4,550 -12%
SI
1157
Sprott Inc
Ontario, Canada
$2.14M +$2.14M +32,400 New
IC
1158
Investment Counsel
Michigan
$2.13M +$2.13M +32,311 New
TP
1159
Truvvo Partners
New York
$2.13M +$2.13M +32,230 New
CAM
1160
Chesapeake Asset Management
New York
$2.12M – – –
WOC
1161
West Oak Capital
California
$2.11M +$35K +530 +2%
WCA
1162
Westover Capital Advisors
Delaware
$2.11M -$8.85K -134 -0.4%
AC
1163
Addison Capital
Pennsylvania
$2.1M -$76.8K -1,163 -4%
PCA
1164
Personal Capital Advisors
California
$2.1M +$458K +6,942 +28%
BB
1165
Bell Bank
North Dakota
$2.07M +$1.35M +20,447 +187%
SFU
1166
Stonehage Fleming (UK)
United Kingdom
$2.07M -$13.2K -200 -0.6%
CCP
1167
Cardan Capital Partners
Colorado
$2.07M +$2.07M +31,338 New
EHWM
1168
Eads & Heald Wealth Management
Georgia
$2.05M +$7.59K +115 +0.4%
CFMC
1169
Curbstone Financial Management Corp
New Hampshire
$2.05M +$1.03M +15,531 +100%
HC
1170
HHG & Company
Connecticut
$2.05M +$36.7K +556 +2%
AWMG
1171
Alliance Wealth Management Group
New Jersey
$2.03M +$2.03M +30,677 New
SI
1172
SII Investments
Wisconsin
$2.02M -$78K -1,181 -4%
NIP
1173
Nicholas Investment Partners
California
$2.02M +$2.02M +30,594 New
AC
1174
Amici Capital
New York
$2M – – –
RC
1175
RegentAtlantic Capital
New Jersey
$2M +$36.1K +546 +2%
45 46
47
48 49