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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 %
ICAS
1201
Investors Capital Advisory Services
Massachusetts
$1.86M +$62.7K +951 +3%
FIM
1202
Frontier Investment Management
Texas
$1.86M +$355K +5,392 +24%
FBT
1203
First Bankers Trust
Kentucky
$1.84M – – –
WS
1204
Wedbush Securities
California
$1.84M +$238K +3,601 +15%
CWM
1205
Confluence Wealth Management
Oregon
$1.83M -$13.5K -204 -0.7%
BA
1206
Birinyi Associates
Connecticut
$1.83M -$1.08M -16,290 -37%
PWW
1207
Pettyjohn Wood & White
Virginia
$1.83M +$141K +2,143 +8%
ADL
1208
Asset Dedication LLC
California
$1.82M +$1.82M +27,529 New
MIH
1209
Madison Investment Holdings
Wisconsin
$1.81M -$39.6K -600 -2%
MCM
1210
Monarch Capital Management
Indiana
$1.81M – – –
IIM
1211
Ipswich Investment Management
Massachusetts
$1.81M -$4.62K -70 -0.3%
BDF
1212
Balasa Dinverno & Foltz
$1.81M +$63.2K +957 +4%
CBTWT
1213
Community Bank & Trust (Waco, Texas)
Texas
$1.8M +$1.8M +27,275 New
ARMT
1214
Amica Retiree Medical Trust
Rhode Island
$1.79M – – –
HIM
1215
Hutchens Investment Management
New Hampshire
$1.78M +$1.78M +27,000 New
MFS
1216
McNamara Financial Services
Massachusetts
$1.78M +$1.78M +27,000 New
NPA
1217
Nichols & Pratt Advisers
Massachusetts
$1.78M – – –
MCM
1218
Maryland Capital Management
Maryland
$1.78M +$4.82K +73 +0.3%
LNC
1219
Lincoln National Corp
Pennsylvania
$1.77M +$93.4K +1,585 +6%
NBC
1220
Neuberger Berman Canada
Ontario, Canada
$1.77M +$463K +7,007 +35%
H
1221
Hexavest
Quebec, Canada
$1.77M – – –
NCM
1222
Novare Capital Management
North Carolina
$1.76M -$90.1K -1,364 -5%
YMRC
1223
Yorktown Management & Research Company
Virginia
$1.75M -$396K -6,000 -18%
GF
1224
Gerstein Fisher
New York
$1.75M -$64.7K -980 -4%
ICOA
1225
Investment Centers of America
North Dakota
$1.74M -$15.1K -228 -0.9%
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