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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 %
AWM
1176
Altavista Wealth Management
North Carolina
$1.99M +$130K +1,973 +7%
AH
1177
Allen Holding
New York
$1.98M – – –
AFM
1178
Anson Funds Management
Texas
$1.98M – – –
MLIM
1179
Mountain Lake Investment Management
Florida
$1.98M +$1.98M +30,000 New
PCMM
1180
Private Capital Management (Minnesota)
Minnesota
$1.96M +$1.96M +29,700 New
LCM
1181
Leisure Capital Management
California
$1.96M +$32K +484 +2%
DAM
1182
Deltec Asset Management
New York
$1.95M +$106K +1,600 +6%
QI
1183
QV Investors
Alberta, Canada
$1.94M -$155K -2,350 -7%
CWP
1184
Capital Wealth Planning
Florida
$1.93M -$402K -6,080 -17%
BCM
1185
Brown Capital Management
Maryland
$1.93M +$200K +3,035 +12%
BI
1186
Boulegeris Investments
Georgia
$1.93M -$15.2K -230 -0.8%
HSA
1187
HBK Sorce Advisory
Pennsylvania
$1.93M +$499K +7,554 +35%
CDH
1188
Charles D. Hyman
$1.92M – – –
LBG
1189
Lloyds Banking Group
United Kingdom
$1.91M – – –
Simplex Trading
1190
Simplex Trading
Illinois
$1.91M -$4.18M -63,316 -69%
CCM
1191
Coe Capital Management
Illinois
$1.91M -$164K -2,476 -8%
CS
1192
Credential Securities
$1.9M +$223K +3,385 +13%
FA
1193
FCG Advisors
New Jersey
$1.9M -$264 -4 -0%
UR
1194
USCA RIA
Texas
$1.9M +$146K +2,218 +8%
NCM
1195
Neumann Capital Management
California
$1.88M – – –
BJL
1196
Brighton Jones LLC
Washington
$1.87M -$74.3K -1,126 -4%
FFC
1197
First Financial Corp
Indiana
$1.87M +$88.5K +1,340 +5%
BCM
1198
Boltwood Capital Management
California
$1.87M +$101K +1,527 +6%
OA
1199
Outfitter Advisors
Virginia
$1.86M – – –
DIA
1200
Dean Investment Associates
Ohio
$1.86M -$40.4K -612 -2%
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48
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