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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
1
Deutsche Bank
Germany
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$7.39B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.4B
4
Capital International Investors
4
Capital International Investors
California
$803M
5
Primecap Management
5
Primecap Management
California
$944M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.85B
3
SC
3
Sculptor Capital
New York
$2.44M
4
Northern Trust
4
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$197M +$8.63M +130,647 +5%
BG
127
Bahl & Gaynor
Ohio
$195M +$364K +5,516 +0.2%
FMI
128
Factory Mutual Insurance
Massachusetts
$193M -$3.96M -60,000 -2%
Brown Advisory
129
Brown Advisory
Maryland
$193M -$5.77M -87,322 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
130
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$192M +$79.9M +1,210,488 +71%
AC
131
Alleghany Corporation
New York
$191M – – –
Barclays
132
Barclays
United Kingdom
$190M -$33.5M -507,853 -15%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$182M +$2.75M +41,581 +2%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$181M -$2.35M -35,588 -1%
EAM
135
Edge Asset Management
Washington
$181M -$1.14M -17,294 -0.6%
SCCM
136
Schafer Cullen Capital Management
New York
$180M -$14.4M -218,626 -7%
Korea Investment Corp
137
Korea Investment Corp
South Korea
$177M +$21.1M +319,700 +14%
CIP
138
Cornerstone Investment Partners
Georgia
$173M -$24M -363,380 -12%
GIA
139
Gateway Investment Advisers
Ohio
$171M +$8.26M +125,120 +5%
Aviva
140
Aviva
United Kingdom
$169M +$6.62M +100,332 +4%
Calamos Advisors
141
Calamos Advisors
Illinois
$169M -$66.6M -1,008,103 -28%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$167M +$24.8M +375,832 +17%
KeyBank National Association
143
KeyBank National Association
Ohio
$166M +$24K +364 +0%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$165M -$3.24M -49,071 -2%
Mawer Investment Management
145
Mawer Investment Management
Alberta, Canada
$162M +$9.52M +144,240 +6%
SBAM
146
Santa Barbara Asset Management
California
$162M +$3.57M +54,049 +2%
M&T Bank
147
M&T Bank
New York
$162M -$58.5K -886 -0%
WHG
148
Westwood Holdings Group
Texas
$161M -$3.01M -45,522 -2%
Bessemer Group
149
Bessemer Group
New Jersey
$161M +$2.68M +40,652 +2%
SOMRS
150
State of Michigan Retirement System
Michigan
$161M -$17.9M -271,500 -10%
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