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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 %
VIA
1301
Vident Investment Advisory
Georgia
$1.43M +$1M +15,180 +234%
HDIM
1302
Hanson & Doremus Investment Management
Vermont
$1.43M +$23.4K +355 +2%
SIG
1303
Schaller Investment Group
North Carolina
$1.42M – – –
RSS
1304
Rosenblum Silverman Sutton
California
$1.41M -$99K -1,500 -7%
BC
1305
Burney Company
Virginia
$1.4M -$142K -2,141 -9%
SCP
1306
Sandhill Capital Partners
New York
$1.4M +$21.9K +332 +2%
NME
1307
Notis-McConarty Edward
$1.39M -$1.65K -25 -0.1%
SCG
1308
Sonata Capital Group
Washington
$1.39M -$24.6K -373 -2%
FBB
1309
Fulton Breakefield Broenniman
Maryland
$1.38M +$96.5K +1,461 +8%
EFSCE
1310
Enterprise Financial Services Corp (EFSC)
Missouri
$1.37M +$83.6K +1,266 +6%
WSC
1311
Wellington Shields & Co
New York
$1.37M +$330 +5 +0%
ATC
1312
Adirondack Trust Company
New York
$1.37M +$14.8K +248 +1%
PVWM
1313
Point View Wealth Management
New Jersey
$1.36M -$594 -9 -0%
CHC
1314
City Holding Co
West Virginia
$1.36M +$77.7K +1,178 +6%
Wealth Enhancement Advisory Services
1315
Wealth Enhancement Advisory Services
Minnesota
$1.35M +$1.35M +20,508 New
IAS
1316
IMA Advisory Services
Colorado
$1.35M +$24.6K +380 +2%
FCCM
1317
First City Capital Management
Georgia
$1.35M -$6.6K -100 -0.5%
WAM
1318
Weatherly Asset Management
California
$1.34M +$208K +3,152 +18%
NAMA
1319
Nikko Asset Management Americas
New York
$1.34M – – –
SOAMC
1320
Spirit of America Management Corp
New York
$1.34M – – –
DAC
1321
Dividend Assets Capital
South Carolina
$1.33M -$2.18K -33 -0.2%
CIG
1322
Consolidated Investment Group
Colorado
$1.33M – – –
SIM
1323
SSI Investment Management
California
$1.32M -$9.89K -150 -0.7%
BCM
1324
Billings Capital Management
Virginia
$1.32M +$1.32M +20,001 New
BIM
1325
Baldwin Investment Management
Pennsylvania
$1.32M +$21.3K +322 +2%
51 52
53
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