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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 %
ACP
1326
Ashfield Capital Partners
California
$1.32M – – –
CPIG
1327
Chicago Partners Investment Group
Illinois
$1.31M +$161K +2,437 +14%
AI
1328
Axiom Investors
Connecticut
$1.3M +$158K +2,400 +14%
PIA
1329
Peachtree Investment Advisors
Georgia
$1.3M +$156K +2,360 +14%
BFC
1330
Blue Fin Capital
Rhode Island
$1.3M -$38.9K -590 -3%
PH
1331
Pinnacle Holdings
Oklahoma
$1.29M -$13.7K -207 -1%
MHS
1332
M Holdings Securities
Oregon
$1.29M +$53.6K +812 +4%
WPW
1333
Waldron Private Wealth
Pennsylvania
$1.28M +$116K +1,751 +10%
ST
1334
Semper Trust
Pennsylvania
$1.28M +$1.28M +19,360 New
BAM
1335
Burgundy Asset Management
Ontario, Canada
$1.27M – – –
SIG
1336
Schooner Investment Group
Pennsylvania
$1.27M -$763K -12,000 -38%
CCM
1337
Condor Capital Management
New Jersey
$1.27M -$14.2K -215 -1%
TWI
1338
Thomas White International
Illinois
$1.26M -$155K -2,344 -11%
MBT
1339
Monroe Bank & Trust
Michigan
$1.26M +$3.17K +48 +0.3%
NSAM
1340
North Star Asset Management
Wisconsin
$1.26M -$28.1K -425 -2%
GIM
1341
Guardian Investment Management
California
$1.25M – – –
TCM
1342
Telos Capital Management
California
$1.25M +$126K +1,909 +11%
SMM
1343
Stadion Money Management
Georgia
$1.25M +$155K +2,351 +14%
GT
1344
Greenleaf Trust
Michigan
$1.25M +$56.1K +850 +5%
WSTAM
1345
Wilbanks Smith & Thomas Asset Management
Virginia
$1.24M -$71.4K -1,081 -5%
AIM
1346
Advantage Investment Management
Iowa
$1.24M +$114K +1,733 +10%
Cetera Investment Advisers
1347
Cetera Investment Advisers
Illinois
$1.24M +$1.24M +18,721 New
VWM
1348
Valley Wealth Managers
New Jersey
$1.23M -$3.77K -57 -0.3%
PFSC
1349
Peoples Financial Services Corp
Pennsylvania
$1.22M -$6.6K -100 -0.5%
WA
1350
WealthTrust-Arizona
Arizona
$1.22M -$46.6K -705 -4%
52 53
54
55 56