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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 %
FCFC
1251
First Commonwealth Financial Corp
Pennsylvania
$1.6M -$19.6K -297 -1%
ST
1252
Smithfield Trust
Pennsylvania
$1.59M -$924 -14 -0.1%
AAM
1253
Autus Asset Management
Arizona
$1.59M +$1.59M +24,101 New
MC
1254
Miles Capital
Iowa
$1.59M -$17.2K -260 -1%
PAMG
1255
Patton Albertson Miller Group
Tennessee
$1.58M -$25K -378 -2%
SSWM
1256
Sheets Smith Wealth Management
North Carolina
$1.58M +$44.2K +670 +3%
LBC
1257
Lawrence B. Cohen
$1.58M +$50.8K +770 +3%
PAIA
1258
Park Avenue Institutional Advisers
New York
$1.57M -$50K -757 -3%
LMAM
1259
Legg Mason Asset Management
Japan
$1.57M -$85.9K -1,300 -5%
PC
1260
Palo Capital
California
$1.56M -$552K -8,360 -26%
PHS
1261
Pekin Hardy Strauss
Illinois
$1.56M -$204K -3,091 -12%
CCT
1262
Country Club Trust
Missouri
$1.55M -$6.54K -99 -0.4%
IC
1263
Inverness Counsel
New York
$1.55M -$231K -3,506 -13%
WEC
1264
Winslow Evans & Crocker
Massachusetts
$1.55M +$40.4K +612 +3%
HCM
1265
Hollencrest Capital Management
California
$1.54M +$167K +2,524 +12%
OCG
1266
Opus Capital Group
Ohio
$1.54M -$135K -2,045 -8%
WCM
1267
Wunderlich Capital Managemnt
Tennessee
$1.54M +$42.9K +650 +3%
NVIM
1268
New Vernon Investment Management
Illinois
$1.53M – – –
HWP
1269
Hefty Wealth Partners
Indiana
$1.53M +$1.53M +23,186 New
IAS
1270
INR Advisory Services
Pennsylvania
$1.53M – – –
SA
1271
Strategic Advisors
New York
$1.52M +$42.5K +644 +3%
SAM
1272
Sunnymeath Asset Management
New Jersey
$1.52M +$1.52M +23,120 New
DMK
1273
David M. Knott
$1.52M – – –
KA
1274
Klingman & Associates
New York
$1.52M +$39.8K +602 +3%
IIM
1275
Intact Investment Management
Quebec, Canada
$1.52M -$238K -3,600 -14%
49 50
51
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