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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 %
FIM
1426
Freedom Investment Management
Connecticut
$956K -$1.02M -15,440 -52%
SJIM
1427
St. Johns Investment Management
Florida
$956K +$2.97K +45 +0.3%
FANJ
1428
Financial Architects (New Jersey)
New Jersey
$956K +$37.2K +563 +4%
CAMG
1429
CWA Asset Management Group
Florida
$956K +$956K +14,477 New
JDR
1430
Jay D. Rosenbaum
$953K – – –
Point72 Asset Management
1431
Point72 Asset Management
Connecticut
$951K +$951K +14,400 New
TCM
1432
Traynor Capital Management
Pennsylvania
$950K +$135K +2,049 +17%
RIG
1433
Roosevelt Investment Group
New York
$949K -$23K -349 -2%
AEPG
1434
American Economic Planning Group
New Jersey
$944K -$31.1K -471 -3%
GIM
1435
Greylin Investment Management
Virginia
$944K -$6.6K -100 -0.7%
AIM
1436
Acropolis Investment Management
Missouri
$944K +$91.5K +1,385 +11%
AA
1437
Alesco Advisors
New York
$942K +$59.6K +902 +7%
MC
1438
MSF Capital
New York
$939K -$4.39M -66,559 -82%
GAM
1439
Griffin Asset Management
New York
$939K -$5.22K -79 -0.6%
SFM
1440
Signet Financial Management
New Jersey
$936K -$653K -9,880 -41%
EWM
1441
Evermay Wealth Management
Virginia
$935K -$99.1K -1,501 -10%
CHJWM
1442
Carlton Hofferkamp & Jenks Wealth Management
Texas
$925K +$198K +3,120 +27%
MGIA
1443
Moneta Group Investment Advisors
Missouri
$911K -$260K -3,946 -22%
RBC
1444
Ronald Blue & Co
Georgia
$910K -$1.06M -16,085 -54%
TAM
1445
Trillium Asset Management
Massachusetts
$910K -$97.8K -1,481 -10%
SFSG
1446
Stearns Financial Services Group
North Carolina
$909K -$47.4K -718 -5%
WPC
1447
White Pine Capital
Minnesota
$905K – – –
AFWA
1448
Ancora Family Wealth Advisors
Ohio
$902K -$454K -6,870 -33%
WIP
1449
Wellesley Investment Partners
Massachusetts
$891K +$891K +13,502 New
BFA
1450
Bragg Financial Advisors
North Carolina
$884K -$4.95K -75 -0.6%
56 57
58
59 60