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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 %
RMAM
1401
Raab & Moskowitz Asset Management
New Jersey
$1.02M +$367K +5,554 +56%
NL
1402
NWAM LLC
Washington
$1.02M -$39K -591 -4%
B
1403
BancorpSouth
Mississippi
$1.01M +$289K +4,378 +40%
MWP
1404
MYCIO Wealth Partners
Pennsylvania
$1.01M -$3.76K -57 -0.4%
DR
1405
Davis Rea
Ontario, Canada
$1.01M +$301K +4,565 +42%
IP
1406
Investment Partners
Ohio
$1.01M -$5.29K -80 -0.5%
KS
1407
Karpas Strategies
Connecticut
$1.01M +$1.12K +17 +0.1%
QCG
1408
Quadrant Capital Group
Ohio
$1M -$3.74K -57 -0.4%
NB
1409
Nicolet Bankshares
Wisconsin
$997K +$997K +16,761 New
LDB
1410
Lee, Danner & Bass
Tennessee
$994K -$20.9K -317 -2%
MM
1411
Midas Management
New York
$990K – – –
RP
1412
Raiff Partners
New York
$990K +$990K +15,000 New
SAMC
1413
Shinko Asset Management Company
Japan
$986K -$277K -4,195 -22%
PMFA
1414
Plante Moran Financial Advisors
Michigan
$985K +$3.04K +46 +0.3%
KWMG
1415
King Wealth Management Group
Florida
$985K +$173K +2,622 +21%
MIS
1416
Morningstar Investment Services
Illinois
$980K +$12.5K +190 +1%
CI
1417
Cambiar Investors
Colorado
$977K -$98.2K -1,487 -9%
EHC
1418
Everett Harris & Co
California
$973K – – –
FC
1419
Forte Capital
New York
$973K +$6.61K +100 +0.7%
CCM
1420
CrestPoint Capital Management
Missouri
$971K +$13.2K +200 +1%
WP
1421
WMS Partners
Maryland
$963K -$13.1K -199 -1%
WA
1422
WFG Advisors
Texas
$962K +$29.6K +449 +3%
BEAM
1423
Baker Ellis Asset Management
Washington
$960K +$6.6K +100 +0.7%
AIM
1424
Aspen Investment Management
Michigan
$959K -$9.9K -150 -1%
EMG
1425
Ellington Management Group
Connecticut
$957K +$481K +7,295 +101%
55 56
57
58 59