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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 %
GIM
1276
Groesbeck Investment Management
New Jersey
$1.52M -$79.8K -1,209 -5%
AAM
1277
Aureus Asset Management
Massachusetts
$1.52M +$20.9K +317 +1%
CPA
1278
Court Place Advisors
Maryland
$1.52M +$26K +393 +2%
GIM
1279
Goelzer Investment Management
Indiana
$1.51M -$13.6K -206 -0.9%
WIC
1280
Wilkins Investment Counsel
Massachusetts
$1.51M -$26.4K -400 -2%
SAM
1281
Shamrock Asset Management
Texas
$1.5M -$71.1K -1,079 -5%
PCA
1282
Peddock Capital Advisors
Massachusetts
$1.5M +$51.6K +781 +4%
PIC
1283
Portland Investment Counsel
Ontario, Canada
$1.49M – – –
CWG
1284
C WorldWide Group
Denmark
$1.49M – – –
LFA
1285
Landmark Financial Advisors
Kentucky
$1.48M -$39.6K -600 -3%
NIMI
1286
Natixis Investment Managers International
France
$1.48M +$404K +6,119 +38%
CCG
1287
Cypress Capital Group
Florida
$1.48M +$97.4K +1,475 +7%
SC
1288
Savant Capital
Illinois
$1.48M +$243K +3,673 +20%
Koshinski Asset Management
1289
Koshinski Asset Management
Illinois
$1.48M -$80.1K -1,213 -5%
RCG
1290
Ruane, Cunniff & Goldfarb
New York
$1.48M -$76.9K -1,164 -5%
HFBOT
1291
Home Federal Bank of Tennessee
Tennessee
$1.47M +$1.47M +22,305 New
KT
1292
Kanaly Trust
Texas
$1.46M -$6.28K -95 -0.4%
STB
1293
S&T Bank
Pennsylvania
$1.45M -$19.8K -300 -1%
PRCM
1294
Pine River Capital Management
Minnesota
$1.45M – – –
KC
1295
Kingfisher Capital
North Carolina
$1.45M +$65.5K +992 +5%
SM
1296
Salzhauer Michael
$1.45M -$39.6K -600 -3%
PWMAG
1297
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45M -$1.65K -25 -0.1%
BOS
1298
Bank of Stockton
California
$1.44M +$30.3K +459 +2%
NDSI
1299
Newman Dignan & Sheerar Inc
Rhode Island
$1.44M +$31.2K +472 +2%
SC
1300
Saturna Capital
Washington
$1.43M +$239K +3,620 +20%
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52
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