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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 %
Jacobs Levy Equity Management
1376
Jacobs Levy Equity Management
New Jersey
$1.09M +$117K +1,770 +12%
BP
1377
Ballentine Partners
Massachusetts
$1.08M +$97.6K +1,480 +10%
JG
1378
Jefferies Group
New York
$1.08M -$5.61M -84,862 -84%
SCA
1379
Sippican Capital Advisors
Massachusetts
$1.08M -$9.91K -150 -0.9%
CCM
1380
Chilton Capital Management
Texas
$1.07M +$165K +2,500 +18%
WIM
1381
Waverton Investment Management
United Kingdom
$1.07M -$115K -1,738 -10%
QIM
1382
Quest Investment Management
Oregon
$1.07M +$1.07M +16,165 New
OIM
1383
Orca Investment Management
Oregon
$1.07M -$27.1K -410 -2%
FPIS
1384
Financial Planning & Information Services
Wisconsin
$1.07M – – –
HCM
1385
HM Capital Management
Missouri
$1.06M -$13.6K -205 -1%
SFWA
1386
Summit Financial Wealth Advisors
Louisiana
$1.06M +$817K +12,375 +337%
Twin Tree Management
1387
Twin Tree Management
Texas
$1.06M +$963K +14,593 +1,037%
GBBWRPM
1388
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.05M +$1.05M +15,924 New
AI
1389
Atria Investments
North Carolina
$1.05M +$337K +5,721 +47%
SBWM
1390
Sunflower Bank Wealth Management
Arizona
$1.05M -$14.5K -220 -1%
GJCM
1391
Grand Jean Capital Management
California
$1.04M +$66.1K +1,000 +7%
DAM
1392
Delta Asset Management
Tennessee
$1.04M +$5.28K +80 +0.5%
LWAC
1393
Laurel Wealth Advisors (California)
California
$1.04M +$1.04M +15,671 New
EDRS
1394
Edmond de Rothschild (Suisse)
Switzerland
$1.03M -$1.23M -18,640 -54%
FUBT
1395
First United Bank & Trust
Maryland
$1.03M +$58.5K +886 +6%
GIP
1396
Granite Investment Partners
California
$1.03M +$159K +2,413 +18%
MIC
1397
MU Investments Company
Japan
$1.03M -$509K -7,676 -33%
SCM
1398
Sandler Capital Management
New York
$1.03M -$145K -2,200 -12%
SCM
1399
Southport Capital Management
Tennessee
$1.02M +$67.7K +1,025 +7%
Manulife (Manufacturers Life Insurance)
1400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M +$9.51K +144,047 +0.9%
54 55
56
57 58