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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 %
CASB
1451
Cape Ann Savings Bank
Massachusetts
$877K +$8.46K +128 +1%
HCM
1452
Howland Capital Management
Massachusetts
$876K +$70.7K +1,070 +9%
LC
1453
Loews Corp
New York
$874K -$85.9K -1,300 -9%
HHGA
1454
Halbert Hargrove Global Advisors
California
$872K -$88K -1,333 -9%
GC
1455
Grimes & Company
Massachusetts
$872K +$14.1K +214 +2%
PFBT
1456
Parkside Financial Bank & Trust
Missouri
$870K +$116K +1,748 +15%
IIA
1457
IPG Investment Advisors
California
$869K +$403K +6,100 +86%
TCM
1458
Tributary Capital Management
Nebraska
$868K +$132K +2,000 +18%
BEC
1459
Blue Edge Capital
Virginia
$864K -$1.26K -19 -0.1%
NPIT
1460
National Penn Investors Trust
Pennsylvania
$862K -$4.95K -75 -0.6%
GWM
1461
Greenwich Wealth Management
Connecticut
$861K -$22.2K -337 -3%
GHAM
1462
Gilman Hill Asset Management
Connecticut
$861K -$4.95K -75 -0.6%
BA
1463
Broadview Advisors
Wisconsin
$858K -$16.5K -250 -2%
BC
1464
Banced Corp
Illinois
$857K +$29.4K +445 +4%
MBT
1465
Montecito Bank & Trust
California
$843K +$163K +2,471 +24%
PFM
1466
Phillips Financial Management
Indiana
$842K +$803 +14 +0.1%
TTWM
1467
TCV Trust & Wealth Management
Virginia
$840K +$59.7K +904 +8%
CAM
1468
ClariVest Asset Management
California
$838K +$56.7K +860 +7%
JFA
1469
Johanson Financial Advisors
California
$833K +$833K +12,625 New
SLT
1470
St Louis Trust
Missouri
$831K +$831K +12,580 New
MCWS
1471
McKinley Carter Wealth Services
West Virginia
$824K +$66 +1 +0%
ANB
1472
Amarillo National Bank
Texas
$819K -$215K -3,253 -21%
RDM
1473
Retirement Design & Management
Connecticut
$817K +$109K +1,644 +15%
ED
1474
Exane Derivatives
France
$815K -$1.12M -16,947 -58%
FFA
1475
First Foundation Advisors
California
$810K +$167K +2,536 +26%
57 58
59
60 61