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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 %
FHC
1226
First Heartland Consultants
Missouri
$1.73M +$7.86K +119 +0.5%
CFG
1227
CKW Financial Group
Hawaii
$1.72M -$4.69K -71 -0.3%
RCAG
1228
Rehmann Capital Advisory Group
Michigan
$1.72M +$72.5K +1,098 +4%
CIC
1229
Crawford Investment Counsel
Georgia
$1.71M +$59.8K +905 +4%
SIC
1230
Shoker Investment Counsel
Ohio
$1.71M -$9.37K -142 -0.5%
CIM
1231
Cetera Investment Management
California
$1.71M +$1.71M +25,872 New
MFBTD
1232
MB Financial Bank - Trust Department
Illinois
$1.7M -$80.8K -1,224 -5%
AIM
1233
Allen Investment Management
New York
$1.7M -$32.9K -499 -2%
JIC
1234
Joel Isaacson & Co
New York
$1.68M +$45.7K +692 +3%
AMIM
1235
Aull & Monroe Investment Management
Alabama
$1.67M -$42.6K -645 -2%
TC
1236
Taylor Cottrill
New Hampshire
$1.66M +$120K +1,825 +8%
TNBTD
1237
Trustmark National Bank Trust Department
Mississippi
$1.66M -$86.7K -1,313 -5%
TBAM
1238
True Bearing Asset Management
California
$1.65M – – –
AW
1239
ACG Wealth
Georgia
$1.65M +$1.26M +19,067 +324%
MVA
1240
Mount Vernon Associates
Maryland
$1.64M +$6.6K +100 +0.4%
HCM
1241
Hengehold Capital Management
Ohio
$1.64M +$15.1K +229 +0.9%
PAM
1242
PartnerRe Asset Management
Connecticut
$1.64M -$2.78M -42,145 -63%
GP
1243
Girard Partners
Pennsylvania
$1.63M -$28.9K -438 -2%
WC
1244
Whitney & Co
New York
$1.62M +$18.5K +280 +1%
LCM
1245
Logan Capital Management
Pennsylvania
$1.62M -$1.39K -21 -0.1%
LWM
1246
LBA Wealth Management
Florida
$1.61M +$41.3K +625 +3%
CG
1247
Clinton Group
New York
$1.61M +$1.61M +24,359 New
MHIM
1248
MacNealy Hoover Investment Management
Ohio
$1.61M +$11.6K +175 +0.7%
VCAM
1249
Van Cleef Asset Management
Ohio
$1.6M +$6.74K +102 +0.4%
JWM
1250
Jackson Wealth Management
Florida
$1.6M -$37.9K -642 -2%
48 49
50
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